News

Aspire Financial Services LLC added LPL Financial LLC’s retirement advice and education solutions to its plan sponsor support offerings.

Overall retirement income adequacy for Baby Boomers and Generation X households improved last year.

Financial services provider Fidelity Investments finds the average 401(k) balance has continued to increase, ending the fourth quarter of 2013 at a record high of $89,300.

JHS Capital Advisors now offers Lincoln Trust Co.’s Model(k) plan solution for broker/dealers in the small and mid-sized 401(k) market.

After healthy yet modest holiday shopping, consumers will keep an eye on the budget even when it comes to romance, a survey says.

Expanding health care costs will likely force retirement plan advisers to consider new ways of protecting client assets.

Financial advice and technology company OMYEN Corp. launched a software program that recommends strategies for workers to most effectively draw Social Security benefits.

Jason Bouldin, John Cunningham, Lauren Drapeau, Jon Ogren and Mary Kay Zoulek joined the sales and client management unit of MassMutual’s retirement services division.

The Towers Watson Pension Index dropped 5.1% in January.

Two Department of Labor (DOL) lawsuits have resulted in plan trustees of an Aurora, Illinois, business being ordered to restore over $4 million in employee contributions and other...

It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.

CUNA Mutual Group has rebranded one of its subsidiary companies, CPI Qualified Plan Consultants, to reflect a stronger focus on serving the small retirement plan market.

The Internal Revenue Service (IRS) will host a phone forum next month about the 2013 Cumulative List.

More defined contribution retirement plans are out of compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulations than some might think.

The recent decrease in the funded status of defined benefit pension plans highlights the need for plan sponsors to possess a strategy for locking in a favorable funded...

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.

Retirement plan services provider Ascensus created a new organizational structure to support the firm’s growth expectations in the retirement and college savings space.

Commonwealth Financial Network, an independent broker/dealer and registered investment adviser (RIA) network, released Investor360 version 4.0., which features various enhancements and greater customization for advisers.

A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven view of participant behavior that can help improve plan design and communications.

Professional services and consulting company Towers Watson named Chris Ford as global head of the firm’s investment business.