News

Fourth quarter 2013 data for defined contribution (DC) plans administered by MassMutual shows savings and investing improved for different demographic groups.

John Hancock Retirement Plan Services (JH RPS) is implementing a new way of pricing its 401(k) plan services that will help plan sponsors and advisers address the issue...

Some plan sponsors, under limited circumstances, may submit requests for voluntary correction to the Internal Revenue Service (IRS) for their Code Section 457(b) retirement plans.

The latest release of the Portfolio Manager investment platform and reporting system from LPL Financial features customizable firm branding capabilities and time-saving scheduling options.

The head of retirement at J.P. Morgan Asset Management says his firm is seeing considerable, yet largely unmet demand for guidance about withdrawals and spending in retirement.

The funded status of the typical U.S. corporate pension plan improved 1.7% in February to reach 92.6%, as most asset classes gained during the month.

Blue Ridge ESOP Associates has named Kevin T. Rusch as the firm's director of plan administration.

BOK Financial Corporation says it has entered into an agreement to acquire MBM Advisors, a SEC-registered investment advisory firm specializing in retirement and pension plan services.

A survey shows Millennials are not quite as committed to saving for the long term compared to their Generation X and Baby Boomer counterparts.

The retirement services division for OneAmerica will work with personal finance broadcaster Peter Dunn to offer participants tips on retirement planning.

Estimated funding levels of pension plans sponsored by S&P 1500 companies fell 2% in February to 87%.

A number of industry groups have recommended expansions to nondiscrimination testing relief for closed defined benefit (DB) plans.

Richard P. Slaughter Associates 401(k) Services is now known as RPS Retirement Plan Advisors, a change the firm hopes will better reflect its focus on holistic advice and...

A new analysis from Charles Schwab finds the sum value of mergers and acquisitions transacted by registered investment adviser (RIA) businesses neared $44 billion in 2013.

In a stronger position, new choices are being made in the management of pensions in Russell Investments’ $20 billion club.

A new analysis from investment intelligence firm Strategic Insight shows plan sponsors have enhanced key features and processes within their retirement plans over the last several years.

Plan sponsors are creating a retirement readiness crusade.

The White House proposed budget for 2015, slated for release March 4, again wants to cap the amount of tax-deferred retirement contributions.

The Dietrich Pension Risk Transfer Index fell nearly three points in February to 95.33.

Broadridge Financial Solutions reached an agreement with Pension Data Resources, Inc., to provide clients with plan assessment and benchmarking capabilities based on compiled Form 5500 data.