News

J. David Ballard has been appointed executive vice president and chief operating officer of Cetera Financial Group, effective April 13.

Effectively timing equity markets is extremely difficult to do, and over the long term, emotional decisionmaking during market lows can rob huge portions of potential returns.

The DOL sued retirement plan fiduciaries in Connecticut for failing to forward contributions and loan repayments withheld from participants’ paychecks as required by ERISA.

New safe harbor correction methods related to automatic enrollment features in defined contribution plans are being implemented by the Internal Revenue Service.

The acquisition of Trinity Consulting by NFP expands the firm’s employee benefit offerings in the Southeast United States.

A recent survey from Fifth Third Bank finds a vast majority of Americans cannot identify the Internal Revenue Service’s limits placed on annual tax-advantaged retirement plan deferrals.

Twenty-five percent of young women who responded to a recent Prudential survey felt they were “not in the right stage of life” to work with a professional financial...

Retirement plan sponsors that omit any steps in the voluntary compliance process must reapply for the IRS program and pay a fee.

Do your retirement plan sponsor clients know it is up to them to track loans and hardship withdrawals?

Legg Mason’s new credit collective investment fund (CIF), sub-advised by Western Asset, is designed to allow eligible retirement plans the efficiency and flexibility to better align assets with...

Towers Watson's Global Survey of Investment and Economic Expectations found pension fund managers anticipate fairly conservative investing approaches, but optimism remain optimistic about the years ahead.

A recent Cerulli Associates report assesses whether eRIAs, also known as robo-advisers, could be challenged in the medium and long terms by a “first-mover effect.”

Security enhancements to External IT’s Cloud Desktop improves security, visibility and control by shining a light on the applications and data that advisers access.

Bad decisions, debt and for-pay work figure in parents’ new tough-love approach to teaching kids about money, finds T. Rowe Price’s 2015 Parents, Kids & Money.

Corporate Insight analysts tell PLANADVISER the recently announced deal between LearnVest and Northwestern Mutual could be the start of a financial industry “technology feeding frenzy.”

“QLACs can help ensure sufficient income later in life as Americans anticipate longer, healthier retirement years,” says Kelli Hueler, CEO Hueler Companies.

Based in New York City, Jim Stewart has joined Buck Consultants, becoming part of a national team that provides consulting services and solutions to address client needs.

A new LIMRA study finds many financial advisers prefer to do business with financial product wholesalers who work together as a team across internal and external distribution channels.

Private employee stock ownership retirement plans (here limited to S corporation ESOPs) outperformed the S&P 500 in terms of total return per participant by 62% from 2002 to...

The retirement landscape has changed, especially when it comes to market characteristics and how individuals want to live when they're retired.