News

Empower introduced the Empower Institute to provide research and discussion about a range of critical issues and challenges related to retirement savings, guaranteed income and investing.

The deadline for some to start taking required minimum distributions (RMDs) is April 1, and the penalty for forgetting—a 50% tax bill—is big.

The EZ K Plan from Revzon Consulting Group is a full- service, one-stop 401(k) plan package that lets registered investment advisers meet the needs of small-company clients.

Blue Prairie Group is partnering with the Plan Sponsor Council of America to provide an online fiduciary training program for clients impacted by the Employee Retirement Income Security...

Boutique value manager Keeley Asset Management appointed Mark Sullivan to the newly created position of head of institutional business development and consultant relations.

The Securities and Exchange Commission has signaled it could move sooner rather than later on its own changes to investment advice and conflict of interest rules.

Just 17% of American workers contribute to a traditional individual retirement account (IRA), according to a survey by LIMRA Secure Retirement Institute.

Nearly half of Americans younger than 30 (49%) do not feel in control of determining their retirement date, according to the latest COUNTRY Financial Security Index survey.

Gary Crane has been named senior consultant and service team leader at Cafaro Greenleaf, which provides investment advisory and plan consulting services.

Research from the LIMRA Secure Retirement Institute suggests women could use a nudge to complete certain retirement planning activities.

Which counties have the lowest and highest closing costs when buying a home?

There’s no escaping financial stress, according to a survey by State Street Global Advisors (SSGA), which finds 60% of employees are significantly burdened by financial woes.

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) announced a direct final rule that provides a two-month grace period for participant-directed individual account plans, such as...

The Department of Labor (DOL) contends that, when establishing an employee stock ownership plan (ESOP), a company’s owner sought to inflate the company’s stock price to benefit himself.

Assets held in employer-sponsored retirement plans increased 11.5% to reach $11.3 trillion at the close of 2014, according to Spectrem's 2015 Market Insights Report.

Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...

Vanguard has announced a new tool, My Plan Manager, designed to make retirement plan sponsors’ plan data more accessible and actionable so they can help participants reach retirement...

ERISApedia.com has begun publishing the Fiduciary Responsibility eSource, a publication which provides guidance for 401(k) and 403(b) plan advisers and sponsors.

Advisers are aging—and few have a succession plan, or even a grip on how to sell, merge or add to their practice, say the creators of RIA Match...

Formerly known as the DC Advisory Program, the retirement plan consulting business of UBS Wealth Management Americas has been renamed UBS Retirement Plan Consulting Services.