News

Retirement readiness improved for Baby Boomers and Generation X households during 2013, says a new report.

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.

Garrett Stinson joined registered investment advisory firm SageView Advisory Group as a managing director.

Peggy Whitmore joined CAPTRUST Financial Advisors, which provides independent investment management services, as a vice president and financial adviser.

Current regulations and the current plan administration landscape make it more likely plan sponsors are complying with Employee Retirement Income Security Act (ERISA) Section 404(c).

The latest release of the Milliman Pension Funding Index, which tracks performance at the largest U.S. private pension plans, shows February brought moderate funded status improvements despite falling...

One retirement plan service provider says collective investment trusts (CITs) can be a powerful answer to demand for customized target-date vehicles and less expensive investment strategies.

A federal appellate court found a registered investment adviser for two pension plans was not a fiduciary for those plans.

Recent court cases are not the first efforts to try to protect retirement assets for employees in plans that have been designated as “church” plans by the Internal...

At the annual PLANSPONSOR/PLANADVISER Awards for Excellence Dinner, Jim McCarthy, head of workplace and investment solutions at Morgan Stanley, will be honored with the 2014 PLANADVISER Lifetime Achievement...

Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...

A new analysis from the LIMRA Secure Retirement Institute shows many older workers have balances left in old employers’ retirement plans that may not be receiving adequate attention.

Insurance and financial services firm Nationwide Financial has integrated LPL Financial LLP’s Worksite Financial Solutions platform into its 401(k) products.

Registered independent adviser and broker/dealer firm United Planners Financial Services says it is enacting staffing and organizational changes to better serve its adviser partners.

The Department of Labor (DOL) is seeking to recover pension plan assets, of behalf of participants, from a construction company based in Radford, Virginia.

The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.

The Department of Labor (DOL) has obtained authorization to appoint a new fiduciary for the retirement plan of a Syracuse, New York, construction firm.

Inspired partly by the way Amazon understands and uses customer behaviors, Fidelity Investments rolled out a suite of tools and technologies with a heightened focus on outcomes.

Internet and TV service providers, and wireless phone companies are responsible for consumers’ biggest gripes, a survey finds.