For retirement plans that do not need to comply with the Employee Retirement Income Security Act (ERISA), but still need to worry about reporting disclosure requirements, there is...
Financial and retirement services provider Prudential has released a checklist to help plan sponsors of defined benefit (DB), defined contribution (DC) and 403(b) retirement plans to better comply...
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 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.
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.
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.
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...
The Dietrich Pension Risk Transfer Index, which tracks the relative attractiveness of annuitizing pension liabilities, remained basically unchanged through February and into March.
A skilled active manager can add notable value to investment portfolios compared with less-skilled managers and passive investments, according to a recent white paper from RidgeWorth Investments.
The International Foundation of Employee Benefit Plans (IFEBP) will recognize the importance of financial wellness and retirement security on the 10th annual National Employee Benefits Day, April 2.
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...
The Federal Open Market Committee (FOMC) of the Federal Reserve said in its March statement it will dump the 6.5% unemployment rate threshold to push forward rate guidance.
Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine the retirement businesses of both subsidiary companies.
The ADP Mobile Solutions application, which allows people to access their retirement account information via smartphones, is now available in the Amazon Appstore.