News

Lincoln Financial and BlackRock Launch Variable Annuity; Vanguard Taps RS Investments to Manage Mid-Cap Growth Fund; LGIMA Releases New Scientific Beta Funds for Institutional Investors; and more.

Fifty-seven percent of pre-retirees who have a financial adviser haven't talked with their financial adviser about health care costs, a survey finds.

The redesigned iPad app is aimed at putting more tools and resources at financial advisers’ fingertips. 

The non-profit is launching Icon next year, which employers can use to help employees save for retirement.

Investors are looking for more options when it comes to exchange-traded funds (ETFs), a survey finds.

In the retirement planning and investment industry of the near- and long-term future, providers’ motivations will play a deep role in determining success.

Two-thirds failed Fisher’s 401(k) IQ in the Workplace Quiz.

Even though TDFs have been gaining some impressive traction in the DC plan space, many participants are not using these investment vehicles in the way they were designed....

A new survey finds that while a majority of retirement plan participants want lifetime income solutions, many are unaware if their plans offer one.

Retirement industry groups ask agencies to scale down reporting requirements for investments, fees and compliance.

Voya and the American College of financial Services announced a new partnership aimed at directly supporting advisers and boosting client satisfaction and retention.

The average expected future retirement health care premiums for Medicare and supplemental insurance for a healthy woman retiring this year and living to 89 are projected to be...

The 35 million households of Generation X currently control more than $5.7 trillion in investable assets, yet they remain a “relatively underserved segment” of the investment advisory marketplace. 

World travel is a classic goal cited among many workers envisioning their retirement, yet few of today’s retirees say they can afford such luxuries.

The majority of both DC plan participants and sponsors are interested in a proposal to fund emergency savings for participants before putting savings into the DC plan.

The Senator suggests that the new administration and Congress will likely unwind the rule, so the Labor Department should not impose unnecessary costs on advisers.

Only 37% are confident they are on the right retirement savings track.

HSAs are gaining more acceptance as concerns about health care costs in retirement increase, and interestingly, they seem to be following a similar path as 401(k) plan growth.

The defined contribution retirement plan market saw an unprecedented number of lawsuits brought against plan sponsors and their providers in 2016, according to Cerulli Associates. 

Many want financial planning help through their employers.