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A safe harbor plan requires an initial plan year that is at least three full months, making October 1 the effective deadline for creating a new plan in...

The beginning of the school year is a time for retirement plan advisers to start new relationships and keep existing employees on track.

Retirement plan advisers should help clients understand their rights and ability to access past records after a change in recordkeeper or TPA.

Manulife expects the adoption of PFaroe risk analytics will complement its global liability-driven investing offering.

It should benefit long-term investors when interest rates start ticking up, but some distressing client circumstances could coincide with a rate hike. 

Retirement plans need a strategy for education, but an actual policy statement may not be needed, experts say.

They say they would value the assistance as much as health care benefits and 401(k)s.

A lawsuit says BAT Masonry was valued at $13 million less than what its ESOP paid for company stock.

And 40% say they feel they are ill prepared for retirement because of inadequate savings.

Most associate retirement with insecurity and poverty.

From weather to number of senior centers, WalletHub ranks 150 cities across the country for the best—and worst—places to retire.

More than a quarter are working with an adviser—a record high.

The interactive website educates investors about 529 plans.

Strong revenue and profitability are driving the deals.

It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement last week. 

Questions about whether funds can be identified in the participant’s possession and when the statute of limitations started to accrue have pushed forward an ERISA lawsuit.

They may be short on experience, but Spectrem finds young investors are taking a long-term view with their portfolios. 

The SPARK Institute guidelines allow recordkeepers to translate information delivery and decision making supported by all lifetime income product providers to their own systems.

Six in 10 workers are not on track to meet their needs in retirement at age 65, according to a recent analysis.

Their biggest demand is that advisers help them take a long-term view.