News

Retired and non-retired investors equally confident, a Wells Fargo/Gallup survey finds.

ForUsAll has created a simple and inexpensive 401(k) product for small businesses with 3(16) and 3(38) fiduciary services.

There are a number of steps advisers should take to ensure that their plan sponsors are protected from substantial personal liability.

Anova Consulting Group has added two executive interviewers and one senior research analyst to its staff.

Unconfirmed assumptions often appear to underlie a reluctance to retire.

Financial fraud and abuse targeting older Americans is on the rise, a new report suggests, and the top sources of fraud might surprise you.

The new tool accounts for plan demographics in TDF selection.

The information includes worksheets and explanations for the second Cycle E plan language, and explanations of the determination letter review process.

NFP Advisor Services says Mike Pedlow will be the firm’s compliance chief. 

Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.

The funds need broader asset allocation and open architecture, according to the investment firm.

Michael Kreps has rejoined the Groom Law Group to help expand the premier policy practice.

Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?

More younger savers have increased their retirement contribution in the past year.

Deep thinking about work flows and client segmentation is needed to surpass the $100 million mark in assets under advisement.

Non-ERISA 403(b)s are not under regulatory scrutiny. Is that a good thing or bad thing?

Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.

A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.

Labor Secretary Perez was just about the only witness called to a recent Congressional hearing to actually defend the DOL’s fiduciary redefinition effort.

Only 7% of plan sponsors answering a J.P. Morgan survey have previously conducted a re-enrollment.