Retirement plan participants subscribe to a variety of wrong ideas about retirement and their retirement plans, but there are ways to set them on the right track.
The Internal Revenue Service (IRS) has announced updated Web pages, checklists and fix-it guides to aid employers in operating their plans and correcting mistakes.
An Investment Company Institute (ICI) study finds a clear link between the savings goals of employees and the likelihood that they work for an employer that sponsors a...
The law firm of Schlichter, Bogard & Denton says the U.S. Supreme Court has agreed to review the closely followed 401(k) fee litigation case, Tibble v. Edison International.
John Hancock has ultimately been found not to be a fiduciary in a case alleging it charged excessive fees for investments offered in two Employee Retirement Income Security...
Millennials are famous for being highly risk-averse investors, but new research from Hearts & Wallets LLC suggests the youngest investing cohort is ready for more risk.
Taking a retirement plan loan can have a big impact on a participant’s retirement income, especially if the participant does not pay the loan back or stops contributing...
Charles Schwab Bank launched a new share class for the passive Schwab Indexed Retirement Trust Funds (SIRT Funds), featuring a 0.08% expense ratio and a $100 million minimum...
Wells Fargo Advisors (WFA), the brokerage unit of Wells Fargo & Company, recently extended its Envision retirement planning process through the launch of the Income Center.
Independent retirement plan advisers must leverage third-party service providers to achieve scale and combat business challenges without a large internal support network.
Russell Investments says global, multi-asset active management will best serve long-term retirement investors as the low-growth, low-inflation, low-rate environment persists into the fourth quarter of 2014.
Having more offices often means more opportunity, but even well-organized advisory firms can find it challenging to deliver consistent services across disparate geographic locations.
The Retirement Advantage Inc. (TRA) has introduced a series of plan design solutions aimed at helping employers in various industries boost their employees’ retirement readiness.
Financial wellness programs can be a value add for advisers, especially when they help drive retirement readiness and address the roots of participant inactivity.