News

The list of changes in plan qualification requirements is used by retirement plan sponsors and practitioners submitting determination letter applications for their plan documents.

The Federal Reserve raised interest rates by one-quarter of a percent, the first raise in nine years.

Preserving assets earmarked for retirement is a provider and adviser business opportunity and helps participant outcomes.

Historically low interest rates had a sharply adverse impact on retirement income.

A third of participants age 35 to 49 say they are planning to depend less on financial advisers in the years ahead.

Aspiring certified financial planner explains what can draw Millennials and other untapped but skilled talent pools to the advisory industry. 

In the end, none of the various proposals moving in Congress around the omnibus appropriation budget deal regarding the fiduciary rule were included. 

There is a slight uptick in the number of active participants, and the value of plan assets has been trending up, NCEO data shows.

Updates and improvements have been made across John Hancock Retirement Plan Services’ digital presence. 

As 66 million Americans retire over the next decade, their assets will shift into income products, and rollovers, with some going toward professional financial planning.

A new report published by the Center for Retirement Research at Boston College offers a historical perspective on retirement plan investment returns by type, dating back to the...

With a positive attitude and optimistic plans for financial health, investors also say finances will be unaffected by a new baby, caring for aging parents and rising interest...

The managing director of corporate relations for the CFP Board says there are many ways to successfully recruit Millennials and Gen Xers into an advisory practice—what matters most...

Questions about compliance are optional, at least for now, and plan leakage is a new area of scrutiny.

New research from Strategic Insight shows net redemptions from long-term mutual funds and exchange-traded products totaled $4.8 billion in November. 

Though most trading days favored fixed income, large U.S. equity funds received the most inflows.

Nearly 15% of large DB plans experienced some type of risk transfer activity during a five-year period.

ERISA attorney Nancy Ross explains the potential outcomes of Montanile v. Board of Trustees, a low-flying but potentially important Supreme Court case testing the difference between damages and...

The Women’s Pension Protection Act increases spousal protections and improves retirement plan coverage for long-term part-time workers.

This week: Jefferson National creates an investment and research position, CBIZ makes another acquisition, Arnerich Massena names a division managing director and more.