News

Independent advisory firm RMR Wealth Builders appointed Stuart Simchowitz to develop the firm's 401(k) and retirement plans business.

The Internal Revenue Service has announced two free webinars in March about important retirement plan topics.

A partnership between Cetera Financial Group and Envestnet Retirement Solutions enables Cetera to offer Envestnet’s practice management platform to its retirement plan advisers.

A lawsuit filed by a former Banco Popular de Puerto Rico (BPPR) employee claiming his monthly pension benefit was substantially lower than the amount promised during his working...

Two-thirds of Americans surveyed have seen their long-term life and retirement plans disrupted at one point or another, TD Ameritrade says in a new report.

In total, U.S. Equity funds saw outflows in January.

Financial services provider OneAmerica added three regional sales staff to support the realignment of its field services and national accounts teams.

A recent Judy Diamond Associates analysis finds the largest 1% of 401(k) retirement plans holds 71% of all 401(k) assets nationwide.

It can be hard to separate noise from actionable insight when discussing investing trends, but two industry experts say now is clearly the time to get ahead on...

Defined contribution retirement plan sponsors are subject to many risks, which ultimately put a company’s reputation at risk, experts at Sibson Consulting note.

Schwab Intelligent Technologies signed agreements with Orion Advisor Services and Redtail Technology to establish additional technology integrations benefiting registered investment advisers.

Lump-sum payments from Lockheed Martin’s defined benefit pension plan to certain former employees significantly reduced its pension benefit obligations—though not enough to offset a mortality-related increase.

We’re all going to live a lot longer. What should retirement plan advisers tell their plan sponsor clients about preparing plan participants?

Financial research and benchmarking provider CEM Benchmarking says its most recent report contains enough data to prove active investing is worthwhile for pension funds, if executed efficiently and...

Independent financial advisory practice, Ellsworth Private Wealth Management, has transitioned to LPL Financial’s broker/dealer platform.

An Aon Hewitt survey of pension plan sponsors finds almost two in three could take direction action to curb risks and costs in 2015.

What fuels most workplaces? No surprise, the Coffee Break Survey says it is coffee, essential in networking and even helping some secure the best business deals.

Women are pretty competent at managing their finances and saving for retirement, but when it comes to judging their own performance, confidence takes a nosedive.

Total financial adviser headcount has decreased for a fifth consecutive year, according to research from Cerulli Associates.

Aon Hewitt’s 401(k) Index shows there were five days of above-normal trading activity in the month of January 2015–more days than the previous two months combined.