News

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.

The Internal Revenue Service has seen leadership changes, a number of employees retiring and a restriction in hiring, but it continues to have a focus on examination and...

An overwhelming majority of advisers (97%) believe conventional and robo-advisers can co-exist, a study says, but a strong majority (78%) still see the new tech as threatening.

The estimated cost of purchasing future lifetime retirement income for workers in their 50s and 60s climbed during the first quarter of 2015, according to BlackRock’s CoRI Retirement...

Changing workforce demographics are driving retirement plan policy and law, says Fred Reish, chair of the financial services ERISA team at Drinker, Biddle & Reath LLP.

A new guidebook for advisers and clients aids in managing the money of a loved one with dementia.

Half of all Americans plan to use Facebook to share memories of their vacations this year, a survey says.

The DOL’s proposed fiduciary rule is complex and wide-reaching, one experienced ERISA attorney tells PLANADVISER, so the financial industry needs more time to digest the potential implications.

A majority of advisory firm members are not satisfied with their compensation or their benefits packages, according to the “2015 Trends in Adviser Compensation and Benefits Study.”