News

The U.S. Department of Treasury maintains the view that its myRA program is not subject to the extensive reporting, disclosure, fiduciary duty or other requirements of ERISA. 

Research from Cerulli Associates predicts the combined asset marketshare of independent advisers will surpass that of wirehouse advisers by 2019.

Nearly half (49%) of respondents to the 6th annual New Year’s Resolution Survey from Allianz Life Insurance Company of North America say health/wellness is the most important focus...

Plan sponsors should look at Generation X as a segment distinct from Baby Boomers or Millennials, says Weber Shandwick in its new study.

A new paper from TIAA-CREF outlines a process for evaluating the reasonableness of retirement plan fees.

An increasingly competitive retirement plan services market is pushing advisers into new territory and could lead to greater adoption of exchange-traded funds in defined contribution plans.

Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life. 

A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.

A federal appellate court has sent a case back to a district court because the district court’s decision was made before a significant U.S. Supreme Court ruling.

U.S. Retirement Partners (USRP) reported that it has acquired Kades-Margolis Corporation (KMC), which will join USRP’s national network of 403(b) providers.

The IRS has provided answers to questions received about the new single-distribution rule for rollovers from retirement plans.

A new company is providing a new way to benchmark fees paid by retirement plans.

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.

Acquisition of New York Life’s RPS business accelerates John Hancock’s expansion into the mid-case and large-case retirement plan markets.

Given relatively expensive domestic equity market valuations and historically low developed market interest rates, institutional investors...

A U.S. Congressman has introduced a bill to encourage small businesses to offer retirement plans for employees.

Recent reports have claimed health savings accounts (HSAs) can be a useful additional tool for retirement saving. But, how feasible is it that employees can accumulate savings in...

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.

The GAO recommends an alternative to rolling over small retirement plan balances to individual retirement accounts...

The investment management firm F-Squared Investments has agreed to pay $35 million and admit wrongdoing to settle fraud charges brought by the Securities and Exchange Commission (SEC).