News

Daniel Barry will join the Mountain West office.

Financial advisers are increasingly embracing alternative investments, a survey by Morningstar and Barron’s finds.

Only 12% of those not retired expect to ever completely retire.

The program for HR and benefit plan professionals helps them understand issues facing all generations in the workforce.

The plan’s recordkeeper refused to make distributions after the former plan fiduciary changed each participant’s address to his own.

Legislation in Connecticut will protect transferred pension assets from creditor claims.

Effective July 9, DB plan sponsors may no longer offer a lump-sum window to participants who have begun receiving installments.

BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.

These clauses can cover costs when being sued—but they don’t eliminate fiduciary responsibilities.

Four Seasons Financial Education has created an employee-paid financial wellness program.

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.

Why are older Americans’ retirement income shortfalls everyone’s problem?

A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans.

Antonio Duarte has joined Fiduciary Investment Advisors as a consultant.

Advisers can aid retirement readiness through expanded use of auto-features that go beyond enrollment.

Many advisers evoke the idea of “passion for work” as an anchor for their brand. But as the industry continues to be more competitive, is an idea enough?

MassMutual’s new pension buyout business leader takes on the role during a peak time for risk transfer activity.

WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.

“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.

Appeals court rules on the validity of certain posthumous qualified domestic relations orders, and whether divorce settlement agreements qualify as or supersede QDROs.