News

Fidelity was able to convince an appellate court to vacate some of the decisions made against it in the widely watched case of Tussey v. ABB, Inc.

Alliance Benefit Group (ABG), a network of 14 regional consulting and financial services firms, launched the 401(k) Choice platform for broker/dealers and financial advisers working with retirement plans.

PlanPilot, a retirement plan services consulting firm, is offering a new plan design database that supports higher education retirement plans.

The financial health of the largest U.S. corporate defined benefit (DB) pension plans improved during 2013, says a new analysis.

The Department of Labor (DOL) is seeking approval to have an independent fiduciary appointed for an abandoned New York City retirement plan.

Retirement plan technology providers fi360 and Castle Rock Innovations launched a collaborate solution that combines the firms’ various data technologies and adviser tool sets.

Pensionmark Retirement Group recently launched its Employer Document Vault, an enterprise-level document storage system that can manage thousands of client records and millions of documents.

Families want a mix of activities while on vacation, and they’re looking to connect with one another, a survey says. 

Since the Department of Labor (DOL) proposed including lifetime income illustrations on retirement plan participant statements, no doubt most in the industry have assumed the information would come...

The Securities and Exchange Commission (SEC) released the schedule for this year’s Regional Compliance Outreach Program for financial and compliance professionals working with broker/dealer firms.

America’s Best 401k, a retirement services provider specializing in the small and mid-sized market segments, engaged investment advice provider Jemstep to bring online advice solutions to plan clients.

Standard Retirement Services Inc., known as The Standard, reached a partnership agreement with M Financial Group for the development and distribution of qualified retirement plan services.

Advisers who team up and use outside specialists provide higher client satisfaction and achieve greater returns, says Bellaria Jimenez of MetLife Solutions Group.

Shane E. Conlon has joined Sibson Consulting as a vice president and senior retirement consultant.

Same-gender couples need to become aware of the many workplace benefits and financial planning strategies that are now available, says James Mahaney of Prudential.

New research from Fidelity Institutional Wealth Services suggests a vast majority of registered investment advisers (RIAs) are simply “accommodating” their retirement plan clients.

Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.

A vast majority of Americans report they are worried about health care costs in retirement, but many still substantially underestimate what the expense may be.

Retirement plan sponsors can outsource much of the work involved in filling out and filing annual Form 5500s, but they’re still responsible for the results.

Ross Brown joined retirement plan services and consulting firm Verisight Inc. as a senior vice president of institutional sales.