News

Compared with confidence in the financial services industry generally, plan sponsors have much higher levels of trust in their own retirement plan advisers, a study found.

After years of waiting, the retirement plan industry will later today see a revised “consumer protection proposal” from the Department of Labor that some expect to redefine ERISA’s...

Rebranded as Verus Advisory Inc. and Verus Investors LLC, the former Wurts & Associates is looking to double down on its investment research and consulting services.

Nearly half of retired respondents to a recent New York Life survey said they wished they would have started their retirement earlier.

Despite enormous industry attention paid to the case, some attorneys say a pending Supreme Court decision in the Tibble vs. Edison retirement plan fee litigation may not be...

Heather Beatty joins the TCW Group as senior vice president, institutional marketing.

Hueler Income Solutions offers DC plan participants an out-of-plan lifetime income solution, but the Hueler Companies CEO says providers are making progress on being able to offer in-plan...

Baby Boomers who work with advisers are better prepared for retirement, a survey finds.

Amid high levels of financial stress, a quarter of Americans believe a financial plan would alleviate their anxiety, a survey says.

Little doubt remains that the Federal Reserve will act within the year—or at least before mid-2016—to raise rates, but less clear is what this means for advisory practices.

A former SEC attorney says retirement plan participant lawsuits don’t benefit anyone, but he has launched a new initiative designed to hold plan fiduciaries accountable for their actions.

Retirement Clearinghouse (RCH) hopes it newest service innovation will have as big of an impact on retirement plan participant outcomes as the introduction of auto-enrollment.

There is an enormous generational transfer of wealth on the horizon that will test retirement advisory firms’ ability to attract younger clients, a new J.D. Power report finds.

A quarter of independent financial advisers are currently honing and redeveloping their practices—including many established firms crafting approaches to new markets.

As smaller businesses grapple with the Affordable Care Act, they are more interested than ever in help from advisers who understand the terms, Nationwide says.

Global investment manager the Principal Financial Group expands its employee stock ownership plan (ESOP) team with the addition of Kim Blaugher as vice president of consulting and Amy...

Retirement security will likely be jeopardized for more Americans because of the shift away from defined benefit (DB) plans and fewer workplace plans, a paper contends.

LandAmerica Financial Group will pay $5 million to settle claims it held company stock in its 401(k) plan when it was imprudent to do so.

To ensure regulations compliance and proper treatment of broker/dealer income, Global Retirement Partners (GRP) will offer access to accommodation broker/dealer services.

Worksite wellness education can help employees ease economic stress and counteract these distractions.