News

Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more

The bank’s recent troubles over illegal sales practices have led retirement plan participants to file an ERISA stock drop suit, claiming plan fiduciaries continued to offer Wells stock...

Being emotionally prepared for the transition is as important as sound financial planning, TIAA says.

Today, advisers are spending equal amounts of time on social media and networking.

Twenty-one percent are still living with their parents.

DCIO assets now account for almost half of the DC market, according to the latest in-depth study by Sway Research.

The court found one executive in particular was not a fiduciary to SunTrust's DC plan.

There is a natural tension that can arise between plan sponsors and participants during the pension risk transfer process—but skilled advisers can help keep everyone happy. 

Digging into investment prospectuses and market data is only a part of what financial advisers do for retirement plan clients; perhaps it’s time to rethink what they call...

You can’t really call it a “safe” investment portfolio if it fails to generate enough return to reach an adequate savings level prior to retirement. 

John Hancock Retirement Plan Services aims to help plan consultants expand their business by shifting focus to TPAs.

For one in three retirees, it depletes their savings by 25%.

The partnership will help advisers better analyze their clients’ financial situations while offering guidance around 401(k) plans, retirement accounts and other funds earmarked for retirement.

The judge noted that the “right to a particular form of investment (e.g., investment in employer stock or securities)” is not a protected benefit under the IRC anti-cutback...

A federal judge ruled the lead plaintiff does not have standing to bring his claim because he never purchased or sold ADRs of Sanofi during the alleged period...

New data suggests that financial advisers focused more on client management than on investment management see much stronger asset growth and retention. 

The new service, known as Insurance Profile, facilitates compliance with the Department of Labor fiduciary rule during the sale and service of annuities.

The company expects the actions will reduce the overall size of its pension obligations by approximately $1.77 billion.

In addition to online support and guidance, the platform will feature various tools help advisers complete tasks and communicate with clients while reducing data-entry, paperwork, and room for...

Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more.