News

The Department of Labor (DOL) has filed a lawsuit against a Lilburn, Georgia contracting firm, on behalf of the firm’s retirement plan participants, to recover losses resulting from...

In a perfect world, plan loans wouldn’t exist.

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

Members of Generation X, those born between the early 1960s and the mid-1980s, have seen their retirement readiness degrade since the start of the Great Recession.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.

Funding levels of pension plans sponsored by S&P 1500 companies fell 6% in January, according to data from Mercer.

Strong market performance helped registered investment advisers (RIAs) increase practice revenues by 18% last year, and growth prospects are good for 2014.

The funded status of U.S. corporate pension plans fell 4.2% during January to reach 91%, according to the BNY Mellon Investment Strategy & Solutions Group (ISSG).

Daniel Leger joined Akre Capital Management LLC as head of strategic planning and client services to help the firm expand its institutional investor business.

LPL Financial LLC, an independent broker/dealer and RIA custodian, added 360 Financial to its custodial and broker/dealer platforms.

A surprising one out of two people with a plan has a headache and needs help to solve it, says Stephen Davis of Guardian Retirement Solutions.

Called the Principal Income Protector, a new tool from The Principal Financial Group helps financial professionals deliver post-retirement income solutions and advice.

Fiduciary Investment Advisors (FIA) opened a new office in Kennebunk, Maine.

John Hancock Investments is contractually lowering expenses for nearly all funds with Class R6 institutional share classes.

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.

Accurately tracking practice metrics and documenting operating procedures are two ways firm owners can build value during the succession planning process.

How participants deal with their 401(k) assets when they leave a company is under more scrutiny from FINRA, but retirement plan advisers are less likely to be affected...

TD Ameritrade Institutional revealed plans to develop and launch an “intelligent technology platform” for use by financial advisers.

For the third time in its history, the Pension Benefit Guaranty Corporation (PBGC) is using its authority to partition an insolvent employer’s participants from a multiemployer plan to...

TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.