News

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:...

Merrill Lynch Clear has announced the roll-out of products enabling clients to better prepare for and live comfortably in retirement.

A new fiduciary certification workshop by the Centre for Fiduciary Excellence will be offered free at the Santa Monica office of Dimensional Fund Advisors LP.

The Center for American Progress contends millions of Americans are in danger of not having enough money to maintain their standard of living in retirement, and the problem...

Lockton Affinity announced it has selected Beazley Syndicates at Lloyd’s of London as the professional underwriting carrier for its national registered investment adviser (RIA) liability program.

Gate City Advisors, based in Greensboro, North Carolina, is the newest firm to join the NFP Advisor Services platform.

Global consultant Mercer has appointed Muriel Knapp as the national business leader for its Defined Contribution (DC) Advisors specialty practice.

The London Stock Exchange Group says it intends to sell the investment management portion of Russell Investments, while keeping Russell’s lucrative indexing business.

Merrill Lynch and the University of Southern California Leonard Davis School of Gerontology announced a training program that provides insight into the opportunities and challenges of increasing longevity.

A case heard in federal appeals court this week asks whether increasingly common pension risk transfer moves by large corporate plan sponsors are putting retirees at increased risk.

Boutique investment advisory and consulting firm Cafaro Greenleaf has launched ERISA 3(21) and 3(38) investment fiduciary services in response to strong demand.

An employer’s retirement plan documents did not incorporate beneficiary designation forms in its language or appendices,...

A recent Gallup analysis of Boomers’ personal spending patterns suggests these patterns vary more than stereotypes suggest.

The IRS revealed Form 5500 errors it found during various compliance projects, which could cause a plan to be selected for a compliance check.

A new report from Kasina finds institutional asset managers, fund providers and insurers view the financial advisory industry as an area with strong growth potential.

The launch of ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important retirement industry materials.

An Ameriprise study polling the first wave of Baby Boomer retirees finds health and emotional preparedness are keys to a successful start to retirement.

Just after Groundhog Day seems like a good time to take a peek at those work-related resolutions.

Independent retirement plan provider Northwest Plan Services expands its business and services with the acquisition of CDM Retirement Consultants.