News

U.S. Representatives Dave Reichert (R-Washington) and Ron Kind (D-Wisconsin) introduced a bill to encourage the creation of S Corporation Employee Stock Ownership Plans (S ESOPs).

The cybersecurity of registered investment advisers (RIAs) is an important issue, says the Securities and Exchange Commission (SEC) in a guidance update.

The need for greater capabilities and more competition will likely shake up the market for outsourced chief investment officer (OCIO) services, according to the latest research from global...

Workers give their definition of success at work in a new survey, and surprisingly, it doesn’t have that much to do with performance or productivity.

More advisers will partner or find a way to leverage robo technology in their plan business, and the technology can be an efficient way to scale advice.

Discussing the results of the firm’s first-quarter 2015 retirement industry analysis, one Fidelity expert suggested plan sponsors are seeing real payoffs from popular plan design changes, especially in...

U.S. nonretirees are more likely to say Social Security will be a major source of income in their retirement than they have been at any point in the...

Nine in 10 affluent investors, defined as those with $250,000 or more in investable assets, say their most important investment goal is retirement related—50% intend to generate income...

A lawsuit filed by the Labor Department alleges excessive fees were charged to participants in the City National Corp. Profit Sharing Plan, leading to a breach of federal...

Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.

More advisers will partner or find a way to leverage robo technology in their plan business, and the technology can be an efficient way to scale advice.

“Top hat” retirement plans aren’t subject to many ERISA requirements, but the unique treatment of the plans under employee benefit and tax law can lead to plan sponsor...

Employees receive education about saving for retirement from their employers, but something rarely discussed is how to make that savings last.

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

Jennifer Brooks has joined NFP Retirement as a retirement plan consultant and specialist in the Employee Retirement Income Security Act (ERISA).

PlanQuest's team of retirement plan specialists works with clients to customize and deliver consulting services that address their needs and plan goals.

Plan advisers seeking to help participants make suitable investment decisions and execute those decisions efficiently over time often turn to automated solutions.

March totals for net new investments in stock and bond funds dipped to $49.4 billion, down from the previous month’s $56.7 billion, according Strategic Insight, an Asset International...

John Hancock Retirement Plan Services hired Nick Barcelona as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.

Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.