News

Federal government rulemaking seldom moves quickly, and in the case of the DOL fiduciary rule, observers warn the final impact of the consumer protection regulation remains anyone’s guess.

Plan fiduciaries need a complete grasp of the vulnerabilities of their target-date strategies, and sources recommend tools and a documented process.

More companies are adding or considering financial wellness programs for their participants, according to Bank of America Merrill Lynch's Workplace Benefits Report.

Marketing leaders are excelling in their ability to plan effectively, instill their firm story and apply a disciplined referral process.

Social media is joining traditional financial news media as a key source of information used by institutional investors, according to Greenwich Associates.

A set of consumer-facing tools and a white paper from HealthView Services aim to help people incorporate health care costs into retirement planning.

With so much industry attention fixed on the DOL’s proposed fiduciary rule language, plan sponsor clients will undoubtedly be asking, “What does it mean for us and our...

Poor retirement outcomes may result from a lack of financial know-how, Guardian finds in a new study.

A study from LIMRA Secure Retirement Institute highlights areas where advisers’ help is clearly needed, but remains underutilized.

A study by the DOL has alerted the AICPA to some issues with retirement plan financial audits.

Only 2% of investors who expect to receive a federal tax refund intend to invest the money in their workplace retirement account.

The DOL’s release on Tuesday of the reworded fiduciary proposal was a critical event for the industry—so there was no shortage of either positive or negative commentary following...

The economy is improving, but American workers are still worried about their financial well-being, both for the short term and as they contemplate their future retirement, according to...

By its nature as a fundamental mechanism of ERISA, the fiduciary standard applies to a myriad of highly specific circumstances playing out between retirement plan advisers and sponsors...

A new LIMRA study breaks down advisory client types according to their emotional responses to market moves, with the goal of helping advisers better tailor portfolio solutions for...

Members of the younger generation express more concern about retirement specifics, compared to their elder counterparts.

With its sights set on competing in the defined contribution investment only (DCIO) market, MassMutual Retirement Services introduced a new institutional sales and operations team.

New rule language outlined by the Department of Labor will increase the number of advisers and brokers required to act as fiduciaries for investment clients.

As expected, financial services advocacy groups have plenty to say on the proposed fiduciary rule by the Department of Labor (DOL).

Filed as Senate Bill 1092 and Assembly Bill 6796, a new initiative in the New York State Legislature seeks to expand and strengthen scrutiny paid to pension risk...