News

A new 403(b)(7) managed account solution launched by Redhawk Wealth Advisers is designed to help financial advisers prospect and service K-12 and higher education retirement plans.

Fewer participants changed their defined contribution plan asset allocations in 2014 than in 2013.

The acquisition of New York Life Retirement Plan Services widens John Hancock’s breadth of solutions for retirement plans.

Salient Partners announced it will acquire Forward Management, an independent asset management firm based in San Francisco and investment adviser to the Forward Funds.

Trust, transparency and time are essential ingredients of the successful OCIO relationship, says Towers Watson in its annual Global Investment Matters publication.

A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for participants in large 401(k) plans.

About half of affluent investors with former workplace retirement plan assets could move that money into an individual retirement account (IRA) in 2015, says Cogent Reports.

Employee benefits law firm Groom Law Group expanded its pension plan funding and restructuring practice with the hire of Joshua Shapiro as a senior actuarial adviser.

A hardy banking industry, strong health care services and solid economic performance have kept Switzerland’s retirement system at the top of Natixis’ 2015 Global Retirement Index.

A new academic research paper reexamines how pension costs were related to defaults and bankruptcies at high-profile U.S. corporations in the airline, automotive and steel manufacturing industries.

A partnership between Boston Wealth Management (BWM) and Marathon Retirement & Pension Consulting (Marathon RPC) brings joint assets to more than $500 million.

It wouldn’t be a new year without thinking about the things you’d like to change or improve. We asked retirement plan specialists about progress on their New Year’s...

A lawsuit claims retirement plan provider and asset manager Aegon USA caused superfluous fees to be charged to its own retirement plan.

John Hancock Retirement Plan Services (RPS) announced the promotion of Barbara Wilderman to regional vice president in the Southeast division.

Home-country bias in equity holdings has declined among pension plans globally.

Two research studies from Strategic Insight offer guidance to gaining market share in the 529 college savings plan industry.

Wellspring Advisor Group is the newest addition to the LPL Financial broker/dealer platform.

Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan sponsors and participants.

With the affiliation of John Carroll and his new company, Wellspring Advisor Group LLC, Pensionmark Retirement Group has opened its first office in Louisiana.

Dave Ramsey’s SmartDollar takes a holistic approach to retirement education, focusing on behavior and teaching people the basics:...