News

The White House has released a statement outlining the president’s tax proposals.

Norm Champ will step down from his post as director of the division of investment management at the Securities and Exchange Commission (SEC) later in January.

For Millennials, foresight is 20/20.

Annette Guarisco Fildes has been appointed CEO of the ERISA Industry Committee (ERIC).

Institutional asset managers are still bullish on U.S. stocks for 2015, though global volatility concerns continue.

The Timken Company has agreed to purchase a group annuity from Prudential to pay retirees’ future pension benefits.

Pinnacle Plan Design has expanded into the New York market with the addition of Susan Feit as a consulting actuary.

Broadridge Financial Solutions has signed an agreement to acquire the trade processing business of the Wilmington Trust Retirement and Institutional Services (WTRIS) unit of M&T Bank Corp.

A quarterly analysis from BlackRock finds the cost of purchasing lifetime income units increased significantly in the last 12 months, putting pressure on pre-retirees planning for life after...

Total financial adviser headcount continues to decline despite strong asset growth for the advisory industry in recent years, according to Cerulli Associates.

Want to follow the money? Use this map from SmartAssets that highlights the counties with the largest amount of annual inheritance.

Retirement plan sponsors surveyed repeatedly expressed frustration with regulatory complexity and concern about greater worker mobility.

If you are thinking about practice valuation, consider some steps to get it into the best shape possible for the highest valuation.

Learning about fiduciary best practices can help financial advisers build client trust and raise assets, according to a survey by fi360.

Edison International has petitioned the U.S. Supreme court to drop its review of Tibble vs. Edison International, a closely watched retirement plan fee litigation case involving the company’s...

Mercer has appointed Christine Mahoney as South market leader and Scott Jarboe as South market retirement leader, both based in Washington, D.C.

Plan sponsors and advisers should consider the steps that go into a prudent process for selecting a provider if they want to include a lifetime income solution in...

A strong majority of companies with 401(k) plans have adopted automatic enrollment and other steps to ensure workers receive the full employer matching contribution, according to Aon Hewitt.

The SEC has charged Standard & Poor’s with fraudulent ratings conduct related to ratings of mortgage-backed securities.

A majority of Americans surveyed admit that saving for retirement is not their top priority.