News

Lack of an accessible roll-in process could be to blame for more cash-outs, a new survey finds.

A new white paper from Prudential Retirement outlines steps plan sponsor clients can take to prepare for a future PRT transaction.

A new deferred income annuity from MetLife is designed specifically for the institutional market and is available for qualified defined contribution (DC) retirement plans.

Assets in individual retirement accounts (IRAs) continue to rise, according to new research by the nonpartisan Employee Benefit Research Institute (EBRI).

Benefits broker and consultant NFP has acquired Meridian Retirement Plan Advisors; the transaction closed on March 3.

A study from the Center for Retirement Research at Boston College finds even the wealthiest segment of savers has trouble with long-term financial planning—implying automation and simplicity are...

Brian C. Ford has joined asset management firm The TCW Group as a senior vice president for the institutional marketing team. 

The QDIA Blue Book from Thornburg Investment Management helps advisers analyze qualified default investment alternatives.

The basics of fiduciary duties—overwhelming to some plan sponsors—can be an opportunity to provide critical education on fees and ERISA plan fundamentals.

National 401(k) plan consulting firm MJM401k LLC appointed Mary A. Berk to its leadership team as a senior consultant and plan analyst.

Even skilled self-directed investors want to receive support when it comes to planning and achieving financial goals, according to the J.D. Power 2015 Self-Directed Investor Satisfaction Study.

Some have taken the Supreme Court’s decision in Tibble vs. Edison as paving the way for increased litigation based on the “duty to monitor,” but this is not...

While market returns and auto-features are expected to tamper the impact of Boomer-driven outflows, advisers see the need to prompt additional savings to keep plans healthy.

LIMRA Secure Retirement Institute calculated that 3 million participants have access to an in-plan income guarantee through their employee-sponsored retirement plan in 2014, a 32% increase from 2013.

Yie-Hsin Hung has been named chief executive of New York Life Investment Management after serving as co-president of the division.

The SEC announced fraud charges against an Atlanta-based investment advisory firm and two executives accused of selling unsuitable investments to police, firefighter and transit worker pension funds.

Reforms by the SEC to modernize financial adviser disclosures remain in the early stages, but the eventual impact could be substantial for firms offering separate account services to...

Is office housework—pitching in on tasks, sweeping spills, cleaning the coffee pot—a widespread burden? And do women workers do it because they feel they have to?

Millennials are taking shape as a generation that cares about saving for retirement but is in desperate need of advice and education, a study finds.

Lincoln Financial Group’s retirement plan services business made two additions to its institutional retirement distribution team focused on the government plans market.