News

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series...

Assets held in private defined contribution plans are likely to surpass $6 trillion in 2018, according to an analysis from Cerulli Associates.

QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.

Travel agents report that travel for work will increase in 2015, though typical airport and aircraft concerns worry potential flyers, a survey finds.

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series...

Many older Americans are taking on debt at a time when they should be focused on savings and retirement investments, according to the Employee Benefit Research Institute.

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that...

Three key hires—Elizabeth Murphy, Mary Beth Glotzbach and Christina Manonian—in institutional sales, relationship management and consultant relations will strengthen Franklin Templeton’s foothold in the institutional marketplace.

Securian Financial Group expanded its Chicago office with the addition of David Foley as regional sales vice president.

Treye Weilbacher has joined John Hancock Retirement Plan Services as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.

Rapid growth in exchange-traded fund assets is causing significant change at asset management firms, including many...

A recent $140 million fiduciary breach settlement involving Nationwide Financial should be a call to action for retirement specialist advisers, says David Witz of Fiduciary Risk Assessment LLC.

The majority of households that own an IRA are older groups of working-age individuals, according to an ICI survey.

Senate Finance Committee Chairman Orrin Hatch, R-Utah, has formally outlined his hopes and expectations for federal tax reform,...

Participants are increasing their defined contribution plan salary deferral rates faster than ever before, according to a study by Market Strategies International.

Jim Lake, previously national sales manager of individual annuities, has been promoted to national sales manager of Guardian Retirement Solutions.

The ERISA Advisory Council has made recommendations to support the idea of retirement plan participants keeping their savings in ERISA-covered plans for life.

Asset management and financial technology company EQIS appointed Tom Cote to head its capital 401(k) managed account program.

The 2014 ERISA Advisory Council made several recommendations to the Department of Labor (DOL) related to outsourcing employee benefit plan services.

A federal appellate court has agreed with the PBGC that a retirement plan amendment adopted after the plan’s termination impermissibly reduced its benefit obligations to participants.