News

T. Rowe Price Retirement Expands Small-Market Sales Team; Lockton Expands Retirement Business; Virtus Investment Partners Acquires RidgeWorth; and more.

As retirement plan advisers build their business, there are many considerations about how to add, manager and train staff.

Aside from traditional allegations of excessive fees and mismanagement of company stock, ERISA litigation in 2016 included challenges to fund types, fiduciary processes and provider arrangements; expect more...

Prudential Launches New TDF Suite; Natixis Releases ESG TDFs; and Vanguard Reports Reduced Expense Ratios.

Each retirement plan participant demographic group faces unique challenges, and advisers can help plan sponsors target their needs.

In light of heightened regulatory pressure, advisers are reevaluating portfolio management strategies to generate sufficient retirement income in a low-interest-rate and cost-sensitive environment.

Surveys show a majority of advisers believe they will continue to manage their clients’ money for multiple generations, even if they don't know the heirs. 

Health savings accounts remained an increasing area of focus for readers of PLANADVISER during 2016. 

A GAO analysis finds the number of borrowers, especially older borrowers, who have experienced offsets of Social Security benefits to repay defaulted federal student loans has increased over...

The case questions the hotel chain's 401(k) plan fees and investment choices.

Combining an active investment approach with passive within the TDF can generate alpha when possible while also addressing cost concerns.

Many more Millennial millionaires say they expect their financial adviser to initiate contact at least once a week compared with wealthy Boomers and Gen Xers, according to Spectrem...

A new study highlights the idea of financial independence in retirement and suggests retirees should turn to family for financial support as they age.

Broadridge identified three trends driving change in the retirement industry that it says will remain regardless of what happens to the DOL fiduciary rule.

Both employers and employees remained committed to funding defined contribution plans during the year, which saw significant market swings and bouts of uncertainty. 

An increased focus on employee retirement readiness and financial wellness is being supported by a proliferation of responsive website design.

The coming tax-filing season is a great time to remind eligible retirement plan participants to claim the savers’ tax credit. 

ERIC has made suggestions to the IRS to help qualified individually designed retirement plans that no longer have the ability to file for determination letters.

The Urban Institute has suggested policy proposal that could help Hispanics' retirement income prospects.

The DOL and EBSA announced a final rule to assist large cities and other political subdivisions establish payroll deduction IRAs for private-sector workers.