News

A significant number of Americans find conversations about financial issues difficult, a survey finds.

A gap exists between what financial advisers say during early-stage client meetings and what truly resonates with prospects, according to a new survey form Pershing.

Target-date funds (TDFs) have been the fastest growing area of the mutual fund industry over the last decade.

Lincoln Financial Group’s retirement plan services business announced the addition of three retirement plan specialists to its national participant engagement team.

Companies seeking to capture defined contribution (DC) retirement plan rollovers need to understand who is influencing retirees’ decisions.

Professional retirement plan advisers are central to the strategic direction, administration, and overall performance of the retirement plans they serve, says new research.

Investment advisory and retirement plan consulting firm Compass Financial Partners LLC has teamed with Financial Finesse to bring enhanced financial wellness training capabilities to clients.

A new analysis from Segal Rogerscasey argues past performance is only one of many factors that should be evaluated when assessing active investment manager performance.

Plan sponsors thinking about putting target-date funds (TDFs) in their investment lineup must determine an implementation process that will support the plan’s goals, Towers Watson says in a...

A new paper published by the Social Science Research Network recommends a single private defined contribution (DC) pension system that can cover all working Americans, with a single...

Workers in most developed economies are struggling to address the financial implications of increased longevity and a lack of guaranteed income in retirement.

Participation can be greatly improved through auto features.

Retirement plan participants who receive regular advice from a financial professional are more aggressive and engaged when it comes to pursuing individualized savings targets, a new study shows.

Actuaries with the Social Security Administration (SSA) have determined a comparison of benefits relative to wage-indexed career-average earnings is the best approach for calculating income replacement rates.

Merrill Edge’s MythBuster, which helps small-business owners navigate retirement plan choices, can be a resource for advisers answering questions about starting a plan.

National Financial Partners Corp. (NFP) acquired the Cincinnati-based Benefit Resources Inc., an insurance consulting and brokerage firm. The deal closed on July 31. 

Plan sponsors that offer money market investments in their defined contribution plans should start talking with their investment advisers to evaluate their money market strategy, says Robert C....

Even basic financial education in high school may help people feel more comfortable with financial matters later in life, according to a survey from MoneyRates.com. 

Plan size, average participant account balance, and percentage of plan assets invested in diversified equity holdings are drivers of defined contribution (DC) plan fees, a study finds.

Jean-Dominique Butikofer joined the fixed-income team as head of emerging markets at Voya Investment Management, the asset management business of Voya Financial Inc.