News

A lawsuit filed by the Labor Department alleges excessive fees were charged to participants in the City National Corp. Profit Sharing Plan, leading to a breach of federal...

Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.

More advisers will partner or find a way to leverage robo technology in their plan business, and the technology can be an efficient way to scale advice.

“Top hat” retirement plans aren’t subject to many ERISA requirements, but the unique treatment of the plans under employee benefit and tax law can lead to plan sponsor...

Employees receive education about saving for retirement from their employers, but something rarely discussed is how to make that savings last.

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

Jennifer Brooks has joined NFP Retirement as a retirement plan consultant and specialist in the Employee Retirement Income Security Act (ERISA).

PlanQuest's team of retirement plan specialists works with clients to customize and deliver consulting services that address their needs and plan goals.

Plan advisers seeking to help participants make suitable investment decisions and execute those decisions efficiently over time often turn to automated solutions.

March totals for net new investments in stock and bond funds dipped to $49.4 billion, down from the previous month’s $56.7 billion, according Strategic Insight, an Asset International...

John Hancock Retirement Plan Services hired Nick Barcelona as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.

Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.

Retirement plan service providers are keeping up with new trends and can help plan sponsors do so as well.

Strategic Insight announced enhancements to its U.S. investment research content for 2015, including the launch of a dedicated liquid alternatives research practice area.

These sponsors tend to be less involved with their retirement plans.

Advisers to retirement plan sponsors should regularly help their clients update communications strategies to keep up with participants’ needs and advancing technology.

The last decade saw an impressive 95% of investment fund flows go to the lowest-cost quintile, according to a new Morningstar report.

Sixteen industry groups are asking the Department of Labor (DOL) to extend the comment period on the fiduciary proposal.

Firms across the financial services spectrum are adapting to increased adviser teaming and the growing importance of partnership approaches to financial advice and institutional investment consulting.

Making law is akin to making sausage, notes Bob Collie at Russell Investments: It’s a messy process with lots of ingredients, especially in the tax-qualified retirement plan arena.