News

Recent guidance from the Internal Revenue Service and the Department of the Treasury on in-plan annuity use has received a warm response from some in the retirement plan...

Recent actions from regulators show a focus on compliance and improved outcomes for participants.

The percentage of workers participating in an employment-based retirement plan increased in 2013 for the first time since 2010, according to the Employee Benefit Research Institute (EBRI).

After years of extremely low turnover, retirement plan sponsors are giving serious consideration to altering their 401(k) plan recordkeeping relationships, a report says.

Consultants and financial advisers face strong opportunity in developing sophisticated investment strategies for their institutional clients, according to new research from Cerulli Associates.

Confidence has returned among institutional investors worldwide, according to a survey by Pyramis Global Advisors.

Markov Processes International (MPI) has released its MPI Stylus Web research system as a mobile application (app) for the iPad, Android and Microsoft Surface tablet devices.

The Department of the Treasury and the Internal Revenue Service have issued guidance designed to expand the use of income annuities in 401(k) plans.

Two senior U.S. senators are petitioning the government agencies that oversee qualified retirement plans to more actively protect pension plan participants’ rights during pension risk transfers.

A new partnership between Western Union Business Solutions and CPAS helps make seamless pension fund payments for U.S. retirees living abroad.

Drew Miyawaki and Aodhagan Byrne, both members of the U.K. operations of Legal & General Investment Management America Inc. (LGIMA), have joined the U.S. division.

Retirement savings for older workers racked up impressive investment gains in the past 12 months, but the price of securing lifetime retirement income is up significantly too.

Morningstar Inc. has been selected by Charles Schwab to provide global equity analyst research and ratings for independent registered investment advisers (RIAs) that custody with the firm.

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for retirement plans, as well as other retirement-related items for tax year 2015.

The more knowledge investors have about annuities, the more likely they are to positively perceive and own them, according to a LIMRA Secure Retirement Institute study.

Saving for retirement and health care expenses was a priority for employees of all ages during the first half of 2014, a new report shows.

Both liberals and conservatives turn only to news sources they trust, and whether discussing politics online or with friends, they interact with like-minded individuals, a study finds.

A third of middle class investors are just not saving for retirement, according to Wells Fargo’s fifth annual Middle Class Retirement study.

In 2013, 19.7% of employees indicated they were on track to meet their income-replacement goal in retirement, up from 17.4% in 2012 and 16.6% in 2011, according to...

Marketing skill is essential in building up a retirement advisory practice, says Sean Ciemiewicz of Retirement Benefits Group, but public relations can be overwhelming for the unprepared.