News

There are unique rules for 403(b) plans that make enforcing contribution and benefit limits not so straightforward.

Parents who are married or living together with children from a previous relationship face a challenging financial outlook, especially when it comes to retirement savings.

There is greater need for special needs financial planning, based on increasing life expectancy for some and rising diagnoses of autism, says Securian Financial Group.

With an initial focus on gender diversity, Schwab Advisor Services unveiled the RIA Talent Advantage program and an associated online community to facilitate cross-firm discussion and innovation.

There are certain events that defined benefit (DB) plan sponsors are required to report to the Pension Benefit Guaranty Corporation (PBGC) before they happen.

Improving the retirement plan participant experience is an important step in addressing the nation's retirement savings shortfall, according to Broadridge Research.

A federal appellate court found that a clause in a retirement plan document restricting the venue...

Sandy McCarthy has been named benefits administration leader at Mercer.

Highland Capital Management announced the appointment of Carla Martin as managing director of national accounts in the firm's independent broker/dealer (B/D) channel.

A federal appellate court found that a clause in a retirement plan document restricting the venue of lawsuits filed against the plan is enforceable.

Jeff Passmore has joined investment manager Barrow, Hanley Mewhinney & Strauss LLC to focus on liability-driven investing solutions.

The owner of Bruister and Associates and trustees of its employee stock ownership plans (ESOPs) were found responsible for causing the plan to pay too much for employer...

Less could be needed to meet health care costs in retirement, according to new modeling by the nonpartisan Employee Benefit Research Institute (EBRI).

One Fidelity Investments sales executive says it was the firm’s technology capabilities that allowed it to win the right to oversee American Airlines’ substantial retirement plans.

Advanced Capital Group (ACG), a registered investment advisory firm, is opening an office in Chicago, Illinois.

Given an extra hour to focus on their finances, most women say they’d work on budgets and learn more about investing, according to a Fidelity Investments survey.

Retirement plan advisers and third-party administrators (TPAs) are likely to find information gaps when performing assessments of retirement plan census data or client ownership data, according to Natalie...

Between some reminiscing about what it was like to be part of shaping and enforcing the Employee Retirement Income Security Act (ERISA) when it was constructed and afterwards,...

Wilshire Consulting announced the launch of Wilshire Mobile, a new suite of mobile applications (apps) increasing the availability of important retirement plan data and benefits news for clients.

The Pension Benefit Guaranty Corporation (PBGC) has updated its website with premium rates for 2015.