News

Historical index data for the Endowment Index is now available through major index and investment databases.

The outsourced chief investment officer (OCIO) search is a formidable task even for experienced retirement plan committees, says Ronald Klotter, managing director of Strategic Investment Group.

Nearly four in 10 Americans (35%) intend to alter their saving and investing strategies to accommodate for the 2014 holiday season, according to a survey by Edward Jones.

More than three-quarters (78%) of nonqualified retirement plan sponsors surveyed indicated they have some concerns and...

Midterm election results are often interpreted to mean different and contradictory things—but there appears to be some consensus in the retirement industry about the new political landscape in...

The U.S. Supreme Court has denied a request to review an appellate court's decision in a case concerning retirement plan recordkeepers and fees.

A majority (52%) of small business owners state they are either “very” or “fairly” well prepared for retirement, according to a study by The Guardian Insurance & Annuity...

The Internal Revenue Service issued guidance clarifying the impact a 2014 individual retirement account (IRA) rollover has on the pending one-per-year limit imposed on tax-free rollovers.

Longevity annuities could help many individuals use their retirement assets most effectively to achieve financial security, according to a new paper.

PIEtech Inc. unveiled the new myMoneyGuide financial advice delivery solution, which provides streamlined investor education and one-on-one participant support.

Eighty-three percent of middle-income Baby Boomers have not had any type of formal training or education about topics related to retirement financial security, a survey finds.

Goss Wealth Management, a four-adviser team led by Jerry Goss, has transitioned to the LPL broker/dealer and hybrid RIA custodial platform.

A majority of individual retirement account (IRA) investors polled recently by PENSCO Trust Company say they are open to learning more about alternative, non-traded assets.

Some retirement plan provisions can create headaches for plan sponsors.

Jeffrey Johnson has joined Pentegra Retirement Services as a regional director for Pentegra’s qualified plan sales.

Alternative assets skyrocketed over six years, from $83 billion at the end of 2008, to $304 billion in mid-2014, according to Strategic Insight.

Augmented reality technology via a mobile application (app) from Transamerica Retirement Solutions can help drive up retirement savings. 

In an effort to diversify their portfolios, institutions are making sizable investments in real assets and are planning to increase their level of activity next year, according to...

Measuring risk tolerance is critical, say experts in the field of risk tolerance and decisionmaking, but few retirement plan sponsors and advisers in the U.S. do it correctly.

Investment management firm Eaton Vance says it has won approval to offer “exchange-traded mutual funds” that deliver nontransparent actively managed investment strategies as exchange-traded funds (ETFs).