News

The U.S. Supreme Court has denied a request to review an appellate court's decision in a case concerning retirement plan recordkeepers and fees.

A majority (52%) of small business owners state they are either “very” or “fairly” well prepared for retirement, according to a study by The Guardian Insurance & Annuity...

The Internal Revenue Service issued guidance clarifying the impact a 2014 individual retirement account (IRA) rollover has on the pending one-per-year limit imposed on tax-free rollovers.

Longevity annuities could help many individuals use their retirement assets most effectively to achieve financial security, according to a new paper.

PIEtech Inc. unveiled the new myMoneyGuide financial advice delivery solution, which provides streamlined investor education and one-on-one participant support.

Eighty-three percent of middle-income Baby Boomers have not had any type of formal training or education about topics related to retirement financial security, a survey finds.

Goss Wealth Management, a four-adviser team led by Jerry Goss, has transitioned to the LPL broker/dealer and hybrid RIA custodial platform.

A majority of individual retirement account (IRA) investors polled recently by PENSCO Trust Company say they are open to learning more about alternative, non-traded assets.

Some retirement plan provisions can create headaches for plan sponsors.

Jeffrey Johnson has joined Pentegra Retirement Services as a regional director for Pentegra’s qualified plan sales.

Alternative assets skyrocketed over six years, from $83 billion at the end of 2008, to $304 billion in mid-2014, according to Strategic Insight.

Augmented reality technology via a mobile application (app) from Transamerica Retirement Solutions can help drive up retirement savings. 

In an effort to diversify their portfolios, institutions are making sizable investments in real assets and are planning to increase their level of activity next year, according to...

Measuring risk tolerance is critical, say experts in the field of risk tolerance and decisionmaking, but few retirement plan sponsors and advisers in the U.S. do it correctly.

Investment management firm Eaton Vance says it has won approval to offer “exchange-traded mutual funds” that deliver nontransparent actively managed investment strategies as exchange-traded funds (ETFs).

Managed account and investment services provider Financial Engines announced Lawrence Raffone will succeed Jeffrey Maggioncalda as chief executive officer of the firm, effective January 1, 2015.

Professionally managed assets of U.S. investors reached $36.8 trillion in 2013, according to a new analysis from investment analytics firm Cerulli Associates.

Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be opposites as well?

A majority of investors (92%) surveyed by FINRA agreed they want a cop on the beat to protect investors and police the markets.

An appeals court has opened the door for the requirement that an ERISA plan’s investment guidelines be disclosed to participants upon request.