News

Officers of Alliance Home Healthcare illegally distributed assets of the company’s profit sharing plan, a DOL lawsuit claims.

Obama is proposing to cap the accumulation into tax-deferred retirement accounts at $3.4 million.

Living firsthand through some seriously tough times for defined benefit plans, many pension plan sponsors are turning to advisers and consultants for help.

The retirement plans division of Ameritas Life Insurance Corp. announced the launch of Ameritas GPS, a “fully transparent mutual-fund based retirement platform.”

The Retirement Resource Desk from IFP Plan Advisers will provide specialist support in the areas of advisory practice management, reporting and business development. 

Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models. 

Pershing LLC announced the addition of two new recordkeepers as part of the continued expansion and enhancement of its Retirement Plan Network.

Older investors do not trust robo-advisers.

A new report from the Center for Retirement Research at Boston College finds employee engagement and workplace happiness have a serious—and sometimes counter-intuitive—influence over retirement planning.

Plan advisers should encourage their plan sponsors to revisit the purpose of the DC plan.

The first month of 2016 was not an enjoyable time for investors—with net redemptions from long-term mutual funds and ETFs topping $8 billion. 

New hires at OneAmerica, T. Rowe Price, JP Morgan Asset Management and Lincoln Financial Group.

Retirement plan advisers can assist plan sponsors in boosting awareness of the Saver’s Credit.

The lawsuit is filed as a class action on behalf of the Arthur J. Gallagher & Company 401(k) plan and all other similarly situated plans.

Duration-focused equity and fixed-income exposures have long formed the basis of large institutional portfolios not tied to the future income needs of a single individual or family, but today’s...

The IRS proposal would provide guidance about any employer that has withdrawn from the plan and entered into a “make-whole” agreement to provide participant benefits.

Financial advisers give themselves a B- in short- and long-term business planning.

What’s allowed? What’s not allowed? Here’s a list of things that won’t fly with the IRS on a tax return.

Manning & Napier adviser services executive suggests the regulatory environment confronting retirement plan advisers and their clients is about as complex as it’s ever been. 

A federal judge found the agreement does dictate important aspects about the participant’s benefits under the 401(k) plan.