News

Hundreds of thousands of frequent flyer miles and dozens of client meetings across several continents will give a DC industry pro some interesting perspective on cross-border financial planning...

Many couples face the special challenge of planning for two retirement dates that may be years or even decades apart.

Larry Zimpleman, who worked at The Principal Financial Group for 44 years in various roles, will retire in January.

Nationwide now offers LPL Financial’s Employee Advice Solution to shared retirement plan clients.

Inertia is a term usually reserved for retirement plan participant behavior, but plan sponsors can also drag their heels.

Workers experiencing health shocks are significantly more likely to retire early than others, research finds.

There are several factors to consider when deciding whether and how to implement automatic enrollment before making it a done deal.

Research from MainStay Investments suggests the anticipated increase in U.S. interest rates, if kept to a modest 25 to 50 basis points during 2016, could create pricing imbalances...

Research from Prudential reminds young workers of the impressive power of compound interest in building retirement wealth—and that no risk means no reward. 

Public cellphone use is for passing the time, or catching up on social media, or just because it is handy.

A congressional subcommittee heard testimony on the proposed bipartisan principles that go head to head with the fiduciary proposal.

Growth in 2014 for U.S.-owned institutional assets was down from 2013, but demand for custom solutions is a significant area for ongoing growth, Cerulli finds.

Plans to retire later may not pan out, and workers may not realize what competing financial priorities they will have in retirement.

Mark Jones worked for some 30 years in the 401(k) industry before retiring from Invesco; now he’s back in the business, helping run employee benefit solutions sales for...

Generation X, especially, would value richer retirement benefits, a survey finds.

Nearly half of physicians believe they cannot afford to max out their workplace retirement savings plan.

Assistant professor at the University of Missouri suggests advisory clients’ decisionmaking is often impaired by cognitive decline—putting the impetus on advisers to watch for clients’ mental dips.

Rather than competing for participant contributions, TDFs and managed accounts can co-exist in a defined contribution plan.

Prudential Investment Management experts are focused on an aging global investing population that will continue to dampen economic growth and keep interest rates low globally—rivaling the impact of...

Wells Fargo Institutional Retirement and Trust introduced a managed account service for 401(k) plans, and Wells Fargo Asset Management launched a suite of actively managed TDFs.