News

Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be opposites as well?

A majority of investors (92%) surveyed by FINRA agreed they want a cop on the beat to protect investors and police the markets.

An appeals court has opened the door for the requirement that an ERISA plan’s investment guidelines be disclosed to participants upon request.

Speaking in industry jargon is fine in the office, but not when speaking to plan sponsor clients and plan participants.

Defined contribution plan recordkeeping data shows U.S. participants are strongly committed to their workplace retirement savings programs, according to the Investment Company Institute (ICI).

Buck Consultants at Xerox announced the launch of SavIncent, an incentive-based financial wellness program.

Worldwide, exchange-traded fund (ETF) assets fell in September to $2.6 trillion, as all major regions excluding Canada saw a slight decline in assets.

Who’s most attracted to the wired, connected car? The answer may surprise you. Hint: he might have been rocking out at Woodstock back in the day.

Nationwide has expanded the company’s 3(38) investment fiduciary service from IRON Financial, LLC.

Nearly 70% of institutional assets were invested through consultant-intermediated channels in 2013, according to Cerulli Associates.

J.P. Morgan Asset Management said it will offer R6 share classes of the J.P. Morgan SmartRetirement Mutual Fund series of target-date funds (TDFs).

Adding a 10% real estate exposure to defined contribution retirement plan portfolios can enhance the risk-return outlook and dampen volatility for participants, a new study suggests.

With its new 401(k) Solution product, KPP Financial aims to provide small and mid-size companies and non-profit organizations with in-depth investment advisory services.

The 9th U.S. Circuit Court of Appeals has revisited its ruling in a retirement plan stock drop suit in light of the U.S. Supreme Court’s decision in Fifth...

A white paper details how successful retirement advisers can take steps to push their practice to the next level—over $1 billion in assets under management.

All too often, a firm conducting a merger or acquisition (M&A) fails to weigh the options for each organization’s retirement plan.

Employees provided with financial education programs are less stressed, more prepared for retirement, and have better understanding of their finances, according to a report from the International Foundation...

Massachusetts Mutual Life Insurance Company (MassMutual) has agreed to settle a lawsuit brought by a 401(k) plan sponsor alleging the company breached its fiduciary duties when it received...

The Department of Labor filed a lawsuit to restore $7 million to participants in two Wheeling, West Virginia-based retirement plans, following alleged misconduct by plan fiduciaries.

More than a decade passed between the two most recent mortality table updates from the Society of Actuaries, but retirement plan fiduciaries should expect the next updated mortality...