News

The managing director of corporate relations for the CFP Board says there are many ways to successfully recruit Millennials and Gen Xers into an advisory practice—what matters most...

Questions about compliance are optional, at least for now, and plan leakage is a new area of scrutiny.

New research from Strategic Insight shows net redemptions from long-term mutual funds and exchange-traded products totaled $4.8 billion in November. 

Though most trading days favored fixed income, large U.S. equity funds received the most inflows.

Nearly 15% of large DB plans experienced some type of risk transfer activity during a five-year period.

ERISA attorney Nancy Ross explains the potential outcomes of Montanile v. Board of Trustees, a low-flying but potentially important Supreme Court case testing the difference between damages and...

The Women’s Pension Protection Act increases spousal protections and improves retirement plan coverage for long-term part-time workers.

This week: Jefferson National creates an investment and research position, CBIZ makes another acquisition, Arnerich Massena names a division managing director and more.

Today’s informed plan sponsors are now looking for more than payout annuity providers. 

A federal appeals court found easy grounds for approving a default judgement levied against a plan sponsor whom effectively ignored participants’ claims regarding delinquent employer contributions. 

Lawmakers and industry reps are concerned with where the proposal is heading, what’s in it and how fast it’s moving. 

First-time health savings account usage also increased nicely.

Despite financial burdens and other obstacles, Millennials want to use life experiences to pursue financial independence.

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

Many small 403(b) plan sponsors, especially, are not performing fiduciary responsibilities, a survey finds.

Overall investor optimism is stable, but the retiree outlook is less rosy.

Data from RFP assistance provider InHub reveals why plan sponsors search for new plan advisers, what they ask for, and mistakes advisers make in the RFP process.

Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.

Academics working with the Michigan Retirement Research Center have carefully developed a new retiree spending model showing singles tend to have higher medical spending in retirement vs. their...

Retirement plan participants are slowly but surely gaining better access to lifetime income products, according to new reporting from the Insured Retirement Institute.