News

Women rarely take steps to maximize Social Security benefits, and only about a third say they work with a professional financial adviser, research finds.

A new Schwab Advisor Services study explores industry attributes that attract professional financial advisers to the registered investment adviser (RIA) profession.

Investors deem caution towards the stock market as wise, and Social Security is key to retirement confidence, according to the latest Wells Fargo/Gallup Investor and Retirement Optimism Index.

Kenneth Powell has joined the HR and benefits solutions firm Ascende as a compliance consultant.

Sponsors of hybrid retirement plans for employees now have clarity about how to credit interest to these plans.

A new strategy outline issued by the American Benefits Council (ABC) suggests the advocacy group will work to achieve public policy reform that more closely unifies health care...

Advisers could serve an untapped market with a new group benefit from the Principal Financial Group that offers income protection for part-time employees.

Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel...

The Center for Retirement Research (CRR) at Boston College has released a booklet explaining ways retirement savers can use home equity to achieve additional income in retirement.

Defined contribution (DC) plan sponsors are already adopting defined benefit (DB) best practices in plan design, but plans could benefit from more DB-like investing and communication.

To let them choose or not to let them choose; that is the plan sponsor’s dilemma when it comes to participants and retirement plan investment options.

Andrew Daly joined investment management and processing firm SEI as a client investment strategist on the firm’s U.S. institutional advisory team.

Jeffrey McGrath was promoted to director of the investment resource group at Securian Financial Services Inc., the Securian Financial Group broker/dealer.

Charles Schwab announced the addition of more than 60 exchange-traded funds (ETFs) to the Schwab ETF OneSource platform, bringing the total to about 180 ETFs.

It’s an important question for advisory firm owners to ask, says Independent Financial Partners CEO William Hamm, Jr.: What happens to my clients if I have to quit...

Today's investors appear to favor goal-oriented investment approaches that mitigate unrewarded risk over strategies that chase the highest potential returns, says research by Principal Global Investors.

Lifetime income in defined contribution (DC) plans is garnering more attention, but the solutions raise a number of topics, such as safe harbor, plan sponsors’ fiduciary responsibility and...

Kim Abello has joined Wells Fargo & Company's North American commercial banking division to lead employee stock ownership program (ESOP) efforts nationwide.

Benefit Plans Plus (BPP) LLC has released a new mobile application (app) designed to support retirement plan advisers and 401(k) wholesalers.

The Internal Revenue Service (IRS) has created a guide for retirement plan sponsor reporting and disclosure responsibilities.