News

How to Avoid (or Survive) a Plan Audit

Aggregated qualified retirement plan audit data from the Department of Labor (DOL) shows that, of the 3,677 investigations closed in 2013, violations were found nearly 73% of the...

Lincoln Financial Names Sales Directors

Lincoln Financial Distributors, part of the Lincoln Financial Group, has named George Manning and Michael Rinaldi as regional sales directors for its intermediary retirement plan sales force.

Stronger Education, Stronger Outcomes

It’s a phenomenon unique to the retirement planning advice industry that even those participants who make good investment decisions often don’t know they’re making good decisions.

No Shortage of Challenges or Chances

Retirement advice professionals must confront some acute challenges in the months and years ahead to ensure their ability to support clients—and grow their own firms—remains intact.

Plans Need Access to Death Master File

A group of retirement industry representatives recently sent a comment letter to the National Technical Information Service (NTIS) emphasizing the need for uninterrupted access to the Social Security...

Pension Buyout Costs Level in January

For the United States, the estimated cost, as a percentage of accounting liability, of a retiree annuity purchase remained level during January at 108.5%, according to the Mercer...

ADP App More Widely Available

The ADP Mobile Solutions application, which allows people to access their retirement account information via smartphones, is now available in the Amazon Appstore.