News

Grandparents overwhelmingly feel their grandchildren will be unreceptive to any money or savings talk, a study finds, yet most grandchildren say they’re open to the conversation.

Many retirement plan third-party administrators (TPAs) responding to a recent survey indicated they most often charge a full document fee for Pension Protection Act (PPA) document restatements.

Lincoln Financial Group’s retirement plan services business appointed Jason Key as head of business development for its institutional retirement distribution team.

Five years is something of an eternity when forecasting equity market risks and returns, but Northern Trust sees reason for optimism in its latest long-term capital markets outlook.

Unprepared Baby Boomers face a bleak decision as they enter their mid-60s—work beyond the traditional retirement age or risk running out of money down the line.

A recently introduced mutual fund from Pacific Life Funds offers a simplified approach to alternatives investing, with the goal of increasing overall portfolio diversification.

Matrix Financial Solutions, Inc. announced that Southwest Securities and Summit Brokerage Services have implemented its broker/dealer platform.

CUNA Mutual Retirement Solutions has added two new members to its institutional relationship management leadership team.

Having an actual plan makes a big difference to achieving retirement goals, and having an actual adviser makes a big difference in having that plan, research says. 

In an effort to combat participant inertia, more plan sponsors are considering the process of re-enrollment, says a recent brief from J.P. Morgan Asset Management.

Many single parents prioritize saving for their children’s college costs over saving for their own retirement, according to an Allianz study.

 We’re all going to live longer, according to research, but how capable are we going to be? People’s No. 1 concern is losing cognitive ability, a report says. 

The complexity of Social Security benefit formulas and insecurity about the program’s solvency make it difficult for individuals to factor it into their retirement income planning.

Retirement plan sponsors should recognize that different age groups have different financial priorities and investment outlooks, according to Cogent Reports, a division of Market Strategies International.

Highland Capital Management, L.P., a Dallas-based investment management firm, has added five members to its sales group for non-traded and mutual fund products.

A lack of succession process readiness, along with valuation issues, makes selling an independent advisory practice unfavorable for many advisers, says a new CLS Investments analysis.

While the Employee Retirement Income Security Act (ERISA) does not require retirement plan sponsors to have an investment policy statement (IPS) for their plans, it is a highly...

The Internal Revenue Service (IRS) will host a defined benefit plan termination webinar on August 14 at 2 p.m. Eastern Standard Time.

Registered investment advisers (RIAs) have increased long-term mutual fund and exchange-traded fund (ETF) assets under management by more than 12% this year, according to Broadridge research.

An analysis published recently in the Benefits Law Journal guides plan officials through the process of building a fiduciary framework for selecting lifetime income options.