News

With the coming wave of retiring Baby Boomers, we’re reminded that investor demand for income will remain strong.

Graystone Consulting has hired The Brice Group, a team of seven investment professionals, to serve institutional and individual clients in the Midwest.

The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.

The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among distributions that are made to multiple destinations from a qualified plan described in...

Research from financial analytics firm Cerulli Associates shows more than a quarter of 401(k) participants look to their plan’s recordkeeper as their primary source of retirement advice.

A recent U.S. Senate Finance Committee hearing covered numerous retirement-related topics, including proposals to streamline plan-testing requirements and others that could radically change defined contribution (DC) plans.

CUNA Mutual Retirement Solutions has hired Chris Graves as director of strategic accounts.

Ranging over a number of factors that impact branding and differentiation, panelists at the 2014 PANC in Orlando, Florida, discussed what builds a retirement plan adviser's brand.

For industry executives on one panel at the 2014 PLANADVISER National Conference, retirement plan sponsor and participant education is a three-part effort.

On the third day of the 2014 PLANADVISER National Conference, the chief executive officers of Pershing and LPL Financial spoke about how their firms are supporting advisers.

Morningstar Inc. introduced the industry's first strategic beta exchange-traded product (ETP) classification system, to help investors better identify, compare and analyze strategic beta investment products.

A new report from the Employee Benefit Research Institute (EBRI) asks whether household expenditures commonly change with age for older Americans.

There is no end of things to benchmark in a retirement plan, and measuring advisers’ own services are especially key from a number of standpoints, said panelists at...

Approximately $720 billion in defined contribution (DC) plan assets was eligible for distribution but remained in employer-sponsored plans in 2013, according to a report from Cerulli Associates.

Retirement specialist advisers used to sell the idea of getting participants engaged, getting them to allocate their savings appropriately—but today advisers must take a different approach.

Frederick A. Stewart has been hired as senior vice president for LCG Associates, Inc., a national investment consulting firm headquartered in Atlanta.

Within hours of saying “Yes!” almost half of brides-to-be update their social media statuses immediately, according to a recent survey by Mashable and TheKnot.com. 

As options proliferate on investment menus, retirement plan advisers will have their work cut out for them, said panelists in discussing investment menus at PANC 2014 in Orlando,...

Wealth Management Systems Inc.(WMSI) announced today that Doug Perkins has joined the firm as information security officer.

Since the financial crisis of 2008, investment managers and retirement plan advisers have learned to be far more cautious when creating and selecting a stable value fund.