News

Advisory firms in the Alliance Benefit Group will be able to leverage iJoin’s proprietary suite of enrollment and planning tools. 

Participants in an ESOP that purchased shares with a loan from the sponsoring employer made allegations that were not backed by evidence, a court found.

Research findings published by LIMRA Secure Retirement Institute suggest some affluent investors are test driving robo-advisers and shopping around for the best tech-enabled wealth management. 

But only three in 10 have addressed the issue.

But men’s average account balances are more than 50% larger.

However, Corporate ERISA plans were the relative best performer among plan types last quarter.

The lawsuit also hints that certain “best practices,” in part, resulted in many participants being improperly invested.

Kiplinger’s tax map shows the importance of location, location, location for retirees.

Fixed-indexed annuities are posing a threat to traditional variable annuities, according to new research from Cerulli Associates.

It's important to rein in spending and debt to prepare for retirement. 

This week brings the retirement of FINRA’s chief executive, a merger of compliance consulting firms and more.

Often, investment jargon is designed to market and not to inform, says Segal Rogerscasey’s CIO Tim Barron.

Fortune 1000 companies with frozen pension plans went conservative in 2014, while open plans took a bit more risk.

There is a concept in biology called punctuated equilibrium, in which long periods of stability are interrupted, rapidly and unpredictably, by meaningful change. It’s an apt metaphor for...

The Bipartisan Budget Act of 2015 includes some good news about funding calculations and mortality tables, but there is some bad news in it too.

Retirement planning is harder than dieting; retirement may hinge on winning the lottery; or can Oprah be my adviser?

CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund.

Individuals with high prescription drug costs need to save substantially more for retirement than others.

Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership. 

Fidelity suggests six steps for advisers to embrace technology.