News

Public cellphone use is for passing the time, or catching up on social media, or just because it is handy.

A congressional subcommittee heard testimony on the proposed bipartisan principles that go head to head with the fiduciary proposal.

Growth in 2014 for U.S.-owned institutional assets was down from 2013, but demand for custom solutions is a significant area for ongoing growth, Cerulli finds.

Plans to retire later may not pan out, and workers may not realize what competing financial priorities they will have in retirement.

Mark Jones worked for some 30 years in the 401(k) industry before retiring from Invesco; now he’s back in the business, helping run employee benefit solutions sales for...

Generation X, especially, would value richer retirement benefits, a survey finds.

Nearly half of physicians believe they cannot afford to max out their workplace retirement savings plan.

Assistant professor at the University of Missouri suggests advisory clients’ decisionmaking is often impaired by cognitive decline—putting the impetus on advisers to watch for clients’ mental dips.

Rather than competing for participant contributions, TDFs and managed accounts can co-exist in a defined contribution plan.

Prudential Investment Management experts are focused on an aging global investing population that will continue to dampen economic growth and keep interest rates low globally—rivaling the impact of...

Wells Fargo Institutional Retirement and Trust introduced a managed account service for 401(k) plans, and Wells Fargo Asset Management launched a suite of actively managed TDFs.

Eighty-one percent would prefer a product with a guaranteed 4% return.

How ‘robo’ methods turned the investment strategy into a viable default for 401(k) plans. 

ERISA attorney outlines key fiduciary responsibilities related to retirement plan distributions and rollovers.

Clients with pension plans undergoing distress or involuntary termination should know the agency issued a new table for determining expected retirement ages for participants.

Mercer expands defined benefit capabilities within BenefitsCentral participant website.

A forthcoming book by Peter Brady at the Investment Company Institute suggests Americans across the income spectrum get a pretty even shake when it comes to retirement benefits. 

Each year our sister publication PLANSPONSOR releases a much-anticipated update to its Defined Contribution Survey, acknowledged as one of the leading retirement planning industry snapshots.

In her new role at Voya Financial, Mary Witherow takes on responsibility for client satisfaction, retention and growth in the large corporate market. 

Dave Gray, a Charles Schwab executive tasked with shaping and managing client experience, tells PLANADVISER technology development and integration will be a top theme in 2016.