News

Reviewing more than 30 years of consistent data on the experiences of U.S. retirees, TIAA finds satisfaction has stayed “strong and steady” in recent decades. 

Both excessive fee cases will move forward.

Even with some significant softening by the Department of Labor and a more workable ‘best interest contract’ exemption, the new fiduciary rule is sure to drive more level-fee...

However, those who work with an adviser are better off, a survey finds.

An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.”

Americans plan to live more modestly in retirement to combat the rising cost of living, a survey finds.

The trustees named in a stock drop case have decided to settle, but the RadioShack plan sponsors aren’t conceding. 

Declining interest rates offset the impact of strong March growth in the U.S. equity markets.

NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales...

FINRA has published an investor alert about required minimum distributions in traditional IRAs.

People with present bias may delay saving for the future, while those with exponential-growth bias may underestimate the returns on savings, a study finds.

Participant education efforts are also impacted.

More than a few industry insiders and analysts have tipped their hats to DOL and Labor Secretary Perez for listening carefully to criticism and reshaping some of the...

Advisers who are worried about getting their practices in line with the fiduciary rule can leverage a newly unveiled solution from Paychex. 

Factor investing, based on the idea that risks and returns of investments can be attributed to a common set of economic and style factors, has become popular among...

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services. 

ERISA experts warn that it will take some time to judge the final fiduciary rule published by the DOL, given the serious length and complexity of the rulemaking...

However, a few industry groups are still expressing concerns.

Planned events will facilitate collaboration across the retirement market to find industry-wide solutions.

Some of the biggest financial services firms and advocacy groups have registered their initial impressions of the Department of Labor’s final fiduciary rule, including FSI, TIAA, FPC and...