News

Focus Financial Partners, LLC announced that Dan Sontag, former president of Merrill Lynch’s global wealth management unit, has joined the Focus wealth management network’s board of directors.

The average account balance of consistent participants in 401(k) plans saw a 6.8% annualized increase between year-end 2007 and year-end 2012, says a new study.

While it’s true that advisers are often hired to assist with defined contribution (DC) retirement plans, knowledge of defined benefit (DB) issues can still be a big value-add.

A survey of sponsors of many different types of defined contribution (DC) retirement plans finds not all are following plan design and compliance best practices.

The four happiest cities are south of the Mason-Dixon line, according to a study by the U.S. National Bureau of Economic Research.

Financial professionals were increasingly focused on market volatility in the second quarter of 2014, says a quarterly adviser sentiment survey from Fidelity Financial Advisor Solutions.

Pension Advisors, an independent financial and retirement advisory firm, has selected Independent Financial Group, LLC as its new broker/dealer.

Just 43% of retirement plan participants over age 50 have considered a formal withdrawal strategy for accumulated assets, according to an OneAmerica survey.

Many recent retirees with 401(k) accounts or rollover IRAs are doing well financially and emotionally, according to a survey analyzing retirement spending.

Interest in specific investment outcomes is likely to drive continued institutional exchange-traded fund (ETF) adoption, according to Cerulli Associates.

Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500...

American Century Emerging Markets Debt, American Century Strategic Income and American Century Short Duration Strategic Income were rolled out by American Century Investments.

A lack of information and consistent standards makes it difficult for 401(k) plan sponsors to gauge whether managed account services truly benefit participants, says a new report.

Most savers are withdrawing from individual retirement accounts (IRAs) at a rate likely sustain some level of monthly income throughout retirement, according to an EBRI analysis.

Despite an extended period of relatively calm markets, advisers say the top investor-initiated conversation remains on the topic of market volatility, according to a survey from Russell Investments.

NFP Advisor Services (NFPAS), a National Financial Partners Corp. (NFP) business group, has integrated the retirement plan adviser tools and support services of 401(k) Advisors.

Financial worries are keeping people up at night, according to a Harris Poll.

Market corrections are notoriously difficult—many say impossible—to predict, but that doesn’t mean investors should abandon the idea of preparing in advance for the next correction.

The Department of Labor’s Employee Benefits Security Administration (EBSA) will conduct a webcast for small businesses and their retirement benefit services providers on August 6.

Retirement plan sponsors may want to offer so-called responsible investment options in their plans, but may have some concerns.