News

Several regulations and pieces of guidance issued in 2014 will have a lasting impact on retirement plans.

With invigorated provider interest and new guidance from key regulators, 2014 turned out to be an important year for annuities in employer-sponsored retirement plans.

For plan sponsors with more than 100 participants, one the most important fiduciary duties is to ensure the plan receives a quality and independent annual financial review.

Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution plans should take over the next year.

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.

An agreement signed with Pensionmark seals a partnership between the national firm and a St. Paul, Minnesota-based independent advisory practice, SevenHills Benefit Partners.

A new study from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute finds 401(k) plan design changes have led to substantial popularity for balanced funds,...

Eighty-five percent of advisers surveyed by LIMRA said today’s wholesalers must do more than supply products—they need to offer more value-added services and support.

Transamerica Retirement Solutions hired Mark Valentine as vice president of defined benefit sales and business development for the East Coast.

QBI, a provider of administration and consulting services for qualified retirement plans, launched a new service providing 3(16) fiduciary support to plan sponsors.

The U.S. Treasury issued final regulations establishing a new type of electronic retirement savings bond designed to serve as the backbone of the president’s myRA program.

Defined Contribution Investment Only (DCIO) providers will continue expanding their distribution staffs in 2015, according to new research from Ignites Retirement Research.

David Saunders and Victor Traub, III, have joined PSA Insurance & Financial Services.

More employers are breaking out party hats this holiday season.

Retirement plan advisers get a glimpse of any changes in Form 5500 filing requirements from the newly released...

ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.

Acadian Asset Management, an investment management firm specializing in active global and international equity strategies, has hired Seth Weingram to serve at its Boston headquarters.

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, appointed Tad Fifer as a national sales manager responsible for distribution of Lincoln’s annuity solutions.

Philip Gould has joined Pentegra Retirement Services to support the company’s business development efforts in Texas.

Many retirement plan service providers are investing in technology to link and leverage data from banks, insurers and other places where participants hold assets outside their retirement accounts.