News

Advisers can help plan participants work out how to save for a child’s college education as well as their own retirement. 

The Social Security Board of Trustees reports the combined asset reserves of the Old-Age and Survivors Insurance, and Disability Insurance (OASDI) Trust Funds are projected to become depleted...

The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.

Successful financial advisers who work primarily with employer-sponsored retirement plans, also known as specialist advisers, guide plan sponsors through the sometimes-complicated landscape of managing their company retirement plan.

Plan advisers have an important role to plan in helping sponsors consider their options while choosing a third-party administrator (TPA).

Defined contribution (DC) plan participants on both sides of the Atlantic are worried about retirement, according to research from State Street Global Advisors (SSgA).

Few financial advisers are satisfied with the technology offerings and communications resources at asset management firms, according to a recent kasina report.

Three 401(k) Advisors consultants—Austin Gwilliam, Jason Jeskey and Kyle Posvistak—have joined Global Retirement Partners (GRP).

Who is using value-added tools from providers, and are they a useful addition for sales, lead generation and other facets of an adviser’s business? 

Experts in health care and retirement are concerned that the federal government is seeking new sources of tax revenue, says an EBRI report.

Alliance Benefit Group (ABG) has launched a new partnership with Hueler Income Solutions to expand participant access to institutionally priced lifetime income products.

Voya Financial, Inc.’s retirement solutions business has launched myOrangeMoney, an online retirement planning portal that helps participants manage their accounts and plan for their unique financial future.

The Massachusetts Mutual Life Insurance Company (MassMutual) established a corporate venture capital fund to invest $100 million in innovative financial services businesses.

Jeff Bosco, a senior vice president, has been named the head of CUNA Mutual group’s wealth management business.

The financial crisis taught institutional investors many tough lessons, says Alexi Maravel, associate director at Cerulli Associates, including the importance of non-correlated assets in periods of market stress.

Some participants may be traditional retirement age, and they may have substantial assets, research from Bank of America Merrill Lynch says.

The Seeyond Multi-Asset Allocation Fund from Natixis Global Asset Management (NGAM) invests in stocks, bonds and volatility as an asset class.

The Senate’s Health, Education, Labor and Pensions (HELP) Committee advanced a bill seeking to better define rules for protecting pension assets when companies downsize or close.

Where there’s smoke, there’s fiery debate over which American cities offer the best barbecue. 

New Securities and Exchange Commission (SEC) rule amendments establish structural and operational reforms aimed at addressing “run risks” in money market funds.