News

“Conversations with clients revealed they felt brow-beaten by regulations and litigation, and felt they have gotten out of touch with why they have the plan in the first...

The company is keeping other aspects of its response to the rule under wraps for now, including operating and product modifications likely to be required on the institutional...

A growing number of NQDC plan sponsors offer participants the opportunity to make “in-service” distribution elections.

The growing platform will offer podcasts, publications, and other materials designed to help institutional investors generate the best outcomes.

Many Baby Boomers think the average monthly payment from Social Security is $500 more than it actually is, a new survey shows. 

However, Aon Hewitt data shows new contributions continue to favor stocks, with 65.7% of employee contributions investing in equities—a slight increase from 65.6% in August.

The program will combine an online training portal with other features, including one-on-one coaching and peer learning opportunities. 

Enterprise-level adviser technology providers are just fine with winning new business behind the scenes; two industry executives explain why “traditional advisory firms” should embrace them. 

Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.

More than half (55%) of the DC plan advisers surveyed by Ignites Retirement Research either plan to, or are very likely to review the mutual funds used in...

It is no wonder, since Baby Boomers are retiring with an average of only $104,000 in savings.

They also believe their financial future is largely dependent on their physical well-being.

The DOL filed a proposal to dismiss the lawsuit after the contractor made a payment to the plan.

Women are more likely to have earnings gaps in their careers, live longer than men, and face higher lifetime health care costs, making saving for retirement particularly challenging.

However, a Wells Fargo study also found three-quarters of retirees are confident they can maintain their chosen approach to managing their retirement savings and investments throughout their retirement.

Research from Northwestern Mutual suggests a client’s thoughts about marital status and career ambition are among the strongest determinants of risk tolerance and general financial attitudes.

The lawsuit notes that the plan's fiduciary ignored multiple suggestions to hire a professional to manage the plan's investments.

The firm says its latest technology solutions and consulting services will assist advisers and enterprises in complying with the Department of Labor’s fiduciary rule reform. 

U.S. respondents to a survey reported higher levels of retirement confidence than previously, and scored well on financial wellness.

Even the savviest clients with decades of business management experience can fall into the traps of emotional thinking at certain financial inflection points.