News

Nearly half of Americans younger than 30 (49%) do not feel in control of determining their retirement date, according to the latest COUNTRY Financial Security Index survey.

Gary Crane has been named senior consultant and service team leader at Cafaro Greenleaf, which provides investment advisory and plan consulting services.

Research from the LIMRA Secure Retirement Institute suggests women could use a nudge to complete certain retirement planning activities.

Which counties have the lowest and highest closing costs when buying a home?

There’s no escaping financial stress, according to a survey by State Street Global Advisors (SSGA), which finds 60% of employees are significantly burdened by financial woes.

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) announced a direct final rule that provides a two-month grace period for participant-directed individual account plans, such as...

The Department of Labor (DOL) contends that, when establishing an employee stock ownership plan (ESOP), a company’s owner sought to inflate the company’s stock price to benefit himself.

Assets held in employer-sponsored retirement plans increased 11.5% to reach $11.3 trillion at the close of 2014, according to Spectrem's 2015 Market Insights Report.

Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...

Vanguard has announced a new tool, My Plan Manager, designed to make retirement plan sponsors’ plan data more accessible and actionable so they can help participants reach retirement...

ERISApedia.com has begun publishing the Fiduciary Responsibility eSource, a publication which provides guidance for 401(k) and 403(b) plan advisers and sponsors.

Advisers are aging—and few have a succession plan, or even a grip on how to sell, merge or add to their practice, say the creators of RIA Match...

Formerly known as the DC Advisory Program, the retirement plan consulting business of UBS Wealth Management Americas has been renamed UBS Retirement Plan Consulting Services.

Prudential Group Insurance, a business of Prudential Financial introduced a tool that allows employers to measure the financial wellness of their workers.

New York Life Retirement Plan Services added new transaction functionalities to its mobile application for retirement plan participants.

A new paper suggests that favorable assessments of aggregate retirement readiness in the United States often rely on untested assumptions.

Pentegra Retirement Services has named Bob Riebesehl as regional director of the company’s qualified plan sales.

Destel-Bergen Corporation is merging its retirement plan administrative services practice into DWC.

Six relationship managers have been added to MassMutual’s network in New England, New York, the West, Southwest and mid-Atlantic region, boosting the number to 103.

Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly used qualified default investment alternatives.