News

With expected lower returns and increasing longevity, research suggests adviser need to adjust their assumptions or planning software to present participants with more realistic goals.

An EBRI analysis examines reasons why demand for immediate annuities among retirees and near-retirees remains low. 

Less than a quarter know the basics about finances.

Allianz Life Launches New Fee-Based Index Annuity and Waddell & Reed Files for New Index Funds 

A Texas district court judge has rejected industry arguments that the DOL exceeded its authority in crafting the forthcoming fiduciary rule—what this spells for the regulation’s future under...

Their concerns are that small businesses will be discouraged from offering retirement plans to employees, and that employees put into state-run plans will not have the protections of...

Three-quarters of divorced people in this age range don’t know enough about handling their personal finances.

PLANADVISER announced the winners of the third annual Adviser Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

Some experts see CITs gaining big ground in retirement plans; others see mutual funds holding them off. 

A revenue ruling reveals compensation tables for use in determining contributions to defined benefit plans as well as the taxable wage based used in permitted disparity contribution formulas...

The updated procedures on determination letter requests comes after the IRS essentially ended its determination letter program.

The “Essential Retirement Advisor” program offers broad fiduciary training designed to help advice professionals stay up-do-date with the latest regulatory challenges. 

A new publication from the SEC outlines the five most frequent compliance topics identified in deficiency letters sent to SEC-registered investment advisers.

Data shows many small business owners continue to work later in life, making them ripe targets for retirement advice and deep support with succession planning and wealth transitions. 

The latest results of the Fidelity Advisor Investment Pulse survey show advisers continue to focus on implementation of new fiduciary controls across different elements of their practices.

HR platform provider Gusto is making 529 plans available through a partnership with Gradvisor.

The new solution by Appo Group aims to cut costs and time by allowing users to create and manage multimedia communication materials through a single platform. 

A participant who drew four loans from a retirement account over the years argues her provider inappropriately kept portions of interest payments that should have been credited back...

The Trump White House has clearly tried to label itself as pro-business, but the effort to halt the fiduciary rule has so far injected more confusion than clarity...

Retirement plan sponsors need help filtering out which providers of financial wellness education and solutions are free of conflicts and are really helping participants.