News

Wells Fargo’s Wealth, Brokerage and Retirement division launched the Wells Fargo Investment Institute, combining teams from its four lines of business to create a single group.

Northwestern Mutual completed a $2.7 billion sale of its subsidiary Frank Russell Company, also known as Russell Investments, to the London Stock Exchange Group.

The threat of ever-spiraling health care costs has pre-retirees running scared, Nationwide found, but they still lack an action plan.  

Two updated publications from the IRS discuss the employee plans examination process and appeal procedures.

Retirement specialist advisory firm 401(k) Advisors formally adopted the NFP Retirement brand following an extensive service integration process.

Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.

Legal & General Investment Management America unveiled a new U.S. index fund management business.

Tim Seifert joins Lincoln Financial Distributors as vice president, national sales manager, of its intermediary retirement plan services business.

Ortner, O’Brien and Ortner Advisory Group, Inc. adopted the name OneSource Retirement Advisors to reflect its focus on helping clients plan for and navigate retirement.

LearnVest content and financial wellness support are now available for many advisers working with Fidelity Institutional, along with expanded options for digitizing client support and advice.

The Multi-Asset Income Fund from American Century Investments aims to provide sustainable monthly income from a diversified mix of domestic and foreign fixed-income and equity investments.

The Principal Financial Group's board of directors has elected Daniel J. Houston to the role of president and chief operating officer, effective immediately.

Securian’s Social Security Timing calculator enables advisers to compute the amount of income couples forego by claiming early.

With acronyms like ADP, ACP, NHCEs, and HCEs, the technicality of 401(k) plan nondiscrimination testing may seem overwhelming.

Many retirement savers are focused on income guarantees and establishing a level of protection against market volatility, according to the Allianz Life 2014 Market Perceptions Study.

Pension funds globally say they intend to adopt a more proactive approach to managing their assets,...

Advisers can play a big part in helping women cope after the death of a spouse, according to New York Life Insurance Company.

The ERISA Industry Committee (ERIC) has commented about the Pension Benefit Guaranty Corporation’s request to obtain information about de-risking moves made by pension plans.

As employers enter the last two years of the preapproved retirement plan restatement cycle, ERISA consultants say restatements are a critical opportunity to realign plan documents and operations.

A federal district court has approved the Department of Labor’s motion to intervene in a 401(k) excessive fee case.