News

Corporate retirement plan advisory firm Cafaro Greenleaf added Andrea Vassiliadis to its team of specialist advisers and consultants.

Laura Ramanis has joined Verisight’s leadership team as chief operating officer, effective November 17.

Reduced benefits for life doesn’t sound like much of a deal, but that’s what most people opt for when they decide to take Social Security benefits early.

Despite global economic concerns of slowing growth, average equity fund returns ended in positive territory for October, according to Strategic Insight (SI), an Asset International company.

A Segal Rogerscasey report concludes that fees paid to asset managers matter, and higher fees tend...

The Internal Revenue Service (IRS) is hosting a webinar about the definitions of compensation used in retirement plans.

October saw seven days of “moderate” or “high” trading activity within workplace 401(k) accounts—the most days of elevated trading volume since May 2013, according to Aon Hewitt.

Craig Anzlovar has joined Boston-based Pioneer Investments as fixed-income client portfolio manager.

Sales team facing tough times? You’re not alone: advisers almost universally agree that business growth is a major challenge today, according to the Financial Planning Association (FPA).

While participation in employer-provided 401(k) plans is strong among younger workers, data from Aon Hewitt shows many are not taking full advantage of matching 401(k) contributions.

Sometimes, Form 5500 errors can come down to something as simple as a single number. Here are some goofs for retirement plan advisers to keep an eye out...

The Legg Mason BW Dynamic Large Cap Value Fund utilizes a dynamic shifting tool and a proprietary quantitative strategy.

Finding yield remains a top consideration for investors choosing fixed-income investments, according to a new survey from Franklin Templeton Investments.

Recent Insured Retirement Institute (IRI) research shows postponing retirement plan salary deferrals by five to 10 years can reduce total retirement income by more than 20%.

Retirement plan advisers should be on the lookout for prohibited transactions that may or should be revealed on the Form 5500 filing.

A confluence of factors has combined to make this a compelling time to enter the pension risk transfer advice business, says Steve Keating, principal at Penbridge Advisors LLC.

While most use pre-retirement spending, the 4% “rule” or a bucket strategy, some advisers apply more math and science to avoid commonplace mistakes in retirement account withdrawals, Russell...

Northern Trust Asset Management launched a new fund for institutional investors that encompasses quality small capitalization stocks across global developed equity markets.

Fiduciaries often cite asset leakage as a major challenge in running a 401(k) plan, but one...

North American airports vary widely in quality—as many travelers will discover this winter when bad weather strands them between flights.