News

Small-business owners brim with confidence in most areas of running their business—handling finances, knowing when to hire and managing employees—until it comes to their own retirement.

In response to the increased demand for pension buyouts Mercer has developed a Pension Risk Exchange to support defined benefit plan sponsors in timing and execution of buyout...

The Aegon Retirement Readiness Survey 2015 shows clearly that habitual savers are more prepared for retirement than peers saving only periodically—an effect which magnifies significantly over time.

A new survey report from Penbridge Advisors finds the largest expenses paid by defined benefit (DB) plan sponsors are attributable to the broad category of investment management—especially in...

Lack of an accessible roll-in process could be to blame for more cash-outs, a new survey finds.

A new white paper from Prudential Retirement outlines steps plan sponsor clients can take to prepare for a future PRT transaction.

A new deferred income annuity from MetLife is designed specifically for the institutional market and is available for qualified defined contribution (DC) retirement plans.

Assets in individual retirement accounts (IRAs) continue to rise, according to new research by the nonpartisan Employee Benefit Research Institute (EBRI).

Benefits broker and consultant NFP has acquired Meridian Retirement Plan Advisors; the transaction closed on March 3.

A study from the Center for Retirement Research at Boston College finds even the wealthiest segment of savers has trouble with long-term financial planning—implying automation and simplicity are...

Brian C. Ford has joined asset management firm The TCW Group as a senior vice president for the institutional marketing team. 

The QDIA Blue Book from Thornburg Investment Management helps advisers analyze qualified default investment alternatives.

The basics of fiduciary duties—overwhelming to some plan sponsors—can be an opportunity to provide critical education on fees and ERISA plan fundamentals.

National 401(k) plan consulting firm MJM401k LLC appointed Mary A. Berk to its leadership team as a senior consultant and plan analyst.

Even skilled self-directed investors want to receive support when it comes to planning and achieving financial goals, according to the J.D. Power 2015 Self-Directed Investor Satisfaction Study.

Some have taken the Supreme Court’s decision in Tibble vs. Edison as paving the way for increased litigation based on the “duty to monitor,” but this is not...

While market returns and auto-features are expected to tamper the impact of Boomer-driven outflows, advisers see the need to prompt additional savings to keep plans healthy.

LIMRA Secure Retirement Institute calculated that 3 million participants have access to an in-plan income guarantee through their employee-sponsored retirement plan in 2014, a 32% increase from 2013.

Yie-Hsin Hung has been named chief executive of New York Life Investment Management after serving as co-president of the division.

The SEC announced fraud charges against an Atlanta-based investment advisory firm and two executives accused of selling unsuitable investments to police, firefighter and transit worker pension funds.