News

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.

OMB approval for collection of information about service provider fees and conflicts of interest expires today.

Ray McGrath joins Cammack Retirement Group as an investment consultant; Svetlana Knorr and Mari Tsagareishvili have been hired as investment analysts.

State Street Corporation announced that Scott Powers, president and chief executive officer of State Street Global Advisors (SSgA), intends to retire later this year after more than seven...

The Internal Revenue Service (IRS) has announced modifications to Revenue Procedure 2013-12 to make miscellaneous changes designed to...

New merger and acquisition (M&A) data from Schwab Advisor Services finds the pace of deals in the registered investment adviser (RIA) industry remained steady in 2014.

Retirement industry advocates sent a letter to the SEC arguing fee disclosures regulations would also benefit participants of non-ERISA retirement plans.

A federal appellate court found a plan administrator cannot change the calculation of early retirement benefits for participants who terminated under an old version of the plan document.

According to the recent “Generational Planning Study” released by Genworth, nearly half (46%) of American adults give themselves a poor or failing grade when it comes to their...

U.S. companies reported a slight 3% drop in non-qualified deferred compensation plan participation rates from 2013 to 2014, according to the MullinTBG/PLANSPONSOR Executive Benefits Survey.

Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.

By looking at the groups who scored highest in all categories in its Retire Ready Index, Voya offers an opportunity to better understand the traits, behaviors and practices...

Americans do appear to have a fair understanding of certain personal finance concepts, and both workers and retirees agreed that they place a high degree of importance on...

The Pension Benefit Guaranty Corporation (PBGC) is requesting that the Office of Management and Budget (OMB) extend approval of two collections of information under PBGC’s regulation for reportable...

As plan advisers are increasingly focused on new strategies to improve plan participant outcomes, liquid alternatives may present an opportunity to diversify retirement portfolios.

Procrastinators do not exhibit optimal retirement savings‐related financial behaviors, research finds, leading to worse preparedness by the retirement date.

Target date funds (TDFs) were the dominant source for inflows into defined contribution (DC) retirement plans in 2014, with nearly 33% of cash flows invested in the multi-asset...

American Century Investments named Adam Sokolic as senior vice president, retirement strategy and services.