News

Those with retirement plans and health savings accounts (HSAs) offered by Wells Fargo can now track account information in a central online location.

Revenue-sharing payments are not necessarily a violation of the Employee Retirement Income Security Act (ERISA), but they are if not disclosed, a court ruled.

Alternative asset custody and rollover specialist Millennium Trust Company hired four new vice presidents to assist sales and solution delivery.

Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.

PLANADVISER is proud to announce the 2014 PLANSPONSOR Retirement Plan Adviser of the Year Finalists.

CEFEX designations are gaining more widespread adoption, and some say the certification process yields valuable insights about their own firms.

The Massachusetts Securities Division is looking into how many 401(k) plan sponsors have moved to paying deferral matching contributions annually.

Unprotected pensions, loss of retiree health care benefits and reduced Social Security payments worry retirees.

A greater focus on participant outcomes and their own fiduciary responsibilities may be leading more plan sponsors to adopt managed accounts for their retirement plans.

Failed to provide the safe harbor 401(k) plan notice to employees eligible to participate in the plan? There’s a fix for that.

Mercer introduced a multi-country third-party insurer buyout pricing study.

Retirement investment services provider Franklin Templeton Investments launched a new program that supplies plan advisers with tools and support to help clients develop long-lasting income streams.

Retirement plan services provider Pensionmark Retirement Group added a new partner and branch office to cover Bakersfield, California, and the San Joaquin Valley.

The United States narrowly holds its spot among the top 20 nations globally in its capacity to meet retirement security needs and expectations.

Investment services firm Charles Schwab has rolled out Schwab OpenView Mobile, a customizable application that registered investment advisers (RIAs) can use to create a mobile presence for their...

Financial services provider Morgan Stanley added discretionary capabilities to its defined contribution (DC) retirement plan advisory services.

Retirement specialist advisers are more successful than other consulting segments at earning high client satisfaction ratings and increasing key retirement readiness metrics, new research shows.

During “America Saves Week,” plan advisers can help their plan sponsors turn up the savings to better prepare for retirement.

A joint survey from four retirement industry advocacy groups, released as part of America Saves Week, finds improving macroeconomic conditions haven’t reversed widespread savings challenges.

A federal appeals court has found a retirement plan participant need not show “harm” to pursue a remedy of plan reformation for failing to disclose information.