News

New research from financial analytics firm Cerulli Associates finds “mega adviser teams” with at least $500 million in assets under management control 42% of the total advice market.

The Retirement Advantage, Inc. (TRA) released a new mobile application offering financial advisers and wholesalers remote access to key sales and plan administration resources.

A new analysis from the LIMRA Secure Retirement Institute suggests more than four in 10 employers believe the Patient Protection and Affordable Care Act (or ACA) has directly...

The estimated cost, as a percentage of accounting liability, of a U.S. retiree annuity purchase decreased during February from 108.5% to 108.4%, according to Mercer.

Some people love spending time in airports. And some airports are destinations in themselves, with great shopping and dining. 

Retirement plan services provider Boulevard R unveiled a new tool within its Retiremap financial wellness program that allows employers to calculate the return on investment (ROI) of financial...

Passage of 403(b) regulations in 2007 led 403(b) plans to adopt similar requirements and administration practices to those of 401(k)s.

A survey of retirement plan sponsors from AARP suggests there is widespread support for holding more types of financial advice to a fiduciary standard.

Results from the Charles Schwab Money Myths survey show a prevailing sense of overconfidence and unfounded optimism among U.S. workers planning for finances after age 50.

When it comes to executive retirement arrangements, a recent study reveals a continued emphasis by U.S. companies on elective deferred compensation.

Defined contribution (DC) plan participants reduced their holdings in fixed income and increased allocations to U.S. small-cap and mid-cap equities in 2013, while target-date funds continued to increase...

The young and affluent members of Generation Y (a.k.a., Millennials) show a higher use of online brokerage accounts over defined contribution (DC) plans, says a new study.

Pensionmark Retirement Group added a new affiliate office location in Westlake, California, under the firm’s Advisor Support Program.

Investment management firm Vanguard announced it will cease offering administration services for defined benefit (DB) retirement plans.

It’s a core mission for financial advisers: work tirelessly to reduce their plan sponsors’ fiduciary liability. But what about their own liability?

Carmela Elco joined the Chicago-based institutional retirement and investment consulting firm Blue Prairie Group as an affiliated retirement consultant and office leader.

The generational financial wellness gap is widening as younger workers struggle with debt and a lack of cash flow, according to a new survey from consulting firm PwC...

It sounds like the ever-elusive free lunch—an investment strategy that reduces the potential for major losses while still pursuing the market’s strongest opportunities for growth.

America’s Best 401k, a provider of 401(k) plan solutions for medium and small-sized businesses, has released an online tool that assesses and compares plan fees.

Insurance provider Allianz Life has joined others in the retirement industry to support National Retirement Planning Week.