News

Lincoln Financial Group’s Retirement Plan Services business enhanced its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement plan program.

Parents are thinking about their strategies for saving for children’s college costs, and one-third are turning to advisers for help.

The Total Social Security program, from Senior Market Sales, supplies advisers with the necessary tools and resources to serve growing client demand for Social Security strategies.

Many small business owners in the U.S. have trouble focusing on their own retirement preparedness, despite generally high levels of personal wealth and financial savviness.

Pete Schroedle has joined OneAmerica in a new executive sales position, in which he will target new and existing clients in the firm’s recently created central region.

Financial services, energy and consumer staples have the best-funded defined benefit plans, according to an analysis by the BNY Mellon Investment Strategy and Solutions Group (ISSG).

A child born in 2013 can cost his parents about $245,340 for food, housing, child care, education and other child-rearing expenses by the time he hits 18.

A court has dismissed a claim that a company violated federal law by not sending a Spanish-language retirement plan document to Hispanic participants.

Rebounding from the economic downturn of 2008/2009, retirement plan participants and plan sponsors are renewing their focus on their retirement benefits.

The U.S. Department of Labor (DOL) issued a request for information (RFI) about the use of brokerage windows, self-directed brokerage accounts, and similar features in 401(k)-type retirement plans.

The newly founded Financial Advocacy Network (FAN) has joined the LPL Financial broker/dealer and registered investment adviser (RIA) custodial platform.

MassMutual Retirement Services has hired seven new regional sales directors to support sales of defined contribution (DC) retirement plan products and services in the small-plan market.

Although they have been saving for retirement, investors surveyed by the Insured Retirement Institute (IRI) have not acquired a thorough understanding of investment products along the way.

NFP, a provider of employee benefits and wealth management advisory services, has added 53 new advisers to its staff.

Triad Hybrid Solutions, a registered investment advisory firm (RIA) newly created by Triad Advisors, serves fee- and commission-based independent financial advisers.

Plan participants increasingly realize they are responsible for generating their own retirement income, but many still pass over investment advice offerings, a survey from Schwab Retirement Plan Services...

A new collective investment fund from Alta Trust Company strives to bring an endowment investment philosophy and liquid alternative opportunities to defined contribution retirement plans.

Many Americans hold serious reservations about investing in the stock and bond markets, according to a recent COUNTRY Financial Security Index survey on investor confidence.

Financial services provider HighTower has added a Baltimore-based advisory firm, Fiduciary Plan Advisors, to its national employee benefit and institutional investment services network.

Insurance general account assets are trending towards expanded use of alternative investments, says new Cerulli Associates research, accelerated by an anticipated rise in interest rates.