News

Financial adviser Erik Swenson, president of Retirement Plan Solutions, has affiliated with Pensionmark Retirement Group, creating RPS Pensionmark.

Great-West has reached an agreement to acquire the J.P. Morgan Retirement Plan Services large-market recordkeeping business, which has $167 billion in plan assets across 200 plan sponsor clients...

Plan sponsors might consider offering Roth accounts to participants, since some may want to contribute after-tax dollars to retirement savings.

A suite of succession planning resources from NFP Advisor Services aims to help advisers capitalize on buying or selling a practice. 

Employees have significant gaps in their financial literacy knowledge when it comes to areas such as money management, says a new survey.

The best e-reader? The best tablet? The best smartphone? The reviews are in from Engadget users, and the answers may surprise you.

Stephen Birmingham joined Taylor Investment Counselors as executive vice president, director of business development.

Workers who made changes to their 401(k) accounts last year took a positive step 76% percent of the time, according to a recent analysis.

Sixty-eight percent of employers offer some kind of financial education for employees, a survey found.

Men have slight edge over women when it comes to saving at the recommended 10% rate, according to research from Wells Fargo, but people still fall short of...

The funded status of the typical U.S. corporate pension plan declined 0.5 percentage points in March to 92.1%, according to the BNY Mellon Investment Strategy & Solutions Group...

Building a portfolio to succeed in different return environments is an increasingly important goal of active asset managers—and explaining often-complex strategies is another.

At year-end 2013, retirement account assets were $19.018 trillion, according to Spectrem Group’s Retirement Market Insights Report 2014.

The Center for Due Diligence (CFDD) launched a liquid alternatives Web page designed to help manufacturers, distributors and advisers of these products.

The Pension Benefit Guaranty Corporation (PBGC) outlined a proposal it says makes it easier for participants in defined contribution (DC) plans to get higher returns and get lifetime...

Defined contribution (DC) plan sponsors are evaluating their current target-date funds (TDFs) and considering whether or not custom TDFs are a better option, a survey shows.

New research indicates it is probably reasonable to say about 50% of private-sector workers participate in a retirement plan.

Alliance Benefit Group North Central States, Inc. launched a new mobile application that provides users with centralized access to retirement and health-related savings accounts.

Technology now touches nearly every aspect of an adviser's practice, from relationship management and client retention to communication, referrals and client interaction.

Scott Schaerer joined Pentegra Retirement Services as a regional director in charge of qualified plan sales and business development on the West Coast.