News

The features of cash balance plans that make them easier to understand and make costs more predictable also create opportunity for advisers with skill structuring DB investments.

Including company stock as an investment plan option comes with pros and cons.

“The findings of the Retirement Income Index are a great testament to our clients’ use of best-practice plan design,” says Teresa Hassara, of TIAA-CREF.

GIC/stable value, money market and bond funds again saw the most inflows over the month.

But, fortunately, there are steps they can take to improve their situation, IRI says.

Amid the rise of automated solutions and tech-driven plans, people still want a human voice.

Retaining the stock may be best despite litigation risk—and advisers can show the plan sponsor how to do company stock in DC plans the right way.

More plan sponsors are looking to expand their plan’s mobile capabilities. We ask what retirement plan advisers need to know about leveraging mobile tech.

The SEC approved a proposal from FINRA to amend FINRA Rule 2210, such that a hyperlink to FINRA BrokerCheck must be prominently displayed on all brokers’ websites. 

A court found purposeful miscommunications led participant to expect a different benefit than they were accruing.

A lawsuit filed by two participants in an Allianz retirement plan claims the company and its asset management partners, including PIMCO, misused employees’ 401(k) plan assets for their...

A majority of people surveyed say they are in control of their financial future, yet 30% say their level of debt is ruining their life.

Finances and retirement readiness continue to bewilder American workers, but few turn to online assistance. 

Resources that help employees manage their finances or plan for their financial futures have wide appeal and great potential for use among those who don’t currently have access,...

Lincoln Financial asks young American savers about retirement planning: Do they have an action plan, and are they optimistic about their financial future?

New hires and promotions at BlackRock, The Retirement Advantage, ARA and more, and a new director takes the helm of the PBGC.

In a letter to the DOL, members of Congress ask that changes made to the proposed fiduciary rule be submitted for review to the public before sending to...

Society of Actuaries says the update will ensure pension plan actuaries have the most up-to-date information available.

The use of social media, particularly LinkedIn, with financial professionals continues to grow, and many say they have seen a related performance boost. 

New institutional share classes were announced this week by T. Rowe Price, while Merrill Lynch is unveiling apps that help retirement savers address longevity and inflation risks.