News

The Wagner Law Group announced the additions of William Scogland to its new Chicago office and Ellen Stone to its existing Boston office.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

Custodia Financial has added Erika Chavez to manage the company’s Retirement Loan Eraser program.

Ten years ago most advisers had never heard of a 3(38) investment manager, but today “3(38)” and “3(21)” roll off the tongue—we do love our numerical buzzwords in...

Last week, Verisight, Inc. announced it is acquiring retirement and benefit plan service provider DailyAccess Corporation and its subsidiaries.

Risk averse and relationship wary, the young investors of Generation Y view advice and advisers with some skepticism, according to research.

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.

PLANSPONSOR/PLANADVISER Awards for Excellence celebrates leaders across the retirement plan industry

The Department of Labor (DOL) has reached a settlement with Western Asset Management Company, a subsidiary of Legg Mason Inc.

The SPARK Institute Inc., a lobbying group for retirement plan service providers, is hoping to secure more flexibility from federal regulators regarding certain investment-related disclosure requirements.

Stadion Money Management has added a 401(k) managed account solution to Nationwide’s RIA Managed Accounts Services Platform.

The cost of purchasing pension annuities from an insurer increased to 108.5% of liabilities during December 2013 as higher Pension Benefit Guaranty Corporation (PBGC) premiums kicked in.

USI Consulting Group hired Michelle Rubin as a senior actuarial consultant in its defined benefit practice.

Northeast Professional Planning Group Inc. (NPPG) now offers ERISA 3(16) fiduciary services to assist plan sponsors in day-to-day administration and compliance efforts.

A federal appellate court found two firms are successors for purposes of multiemployer plan liability for a closed business.

Global Financial Private Capital rolled out Legacy Lock and Adviser to Adviser Continuity, two succession and business continuity programs for partner advisers.

When you take on investment risk, you know returns could be high or low. But what that means for a multiemployer pension plan is different than for a...

Financial professionals working as outsourced chief investment officers (OCIOs) expect growing demand from non-pension clients in the coming years.

The Internal Revenue Service (IRS) intends to expand its pre-approved defined benefit plan program to permit plans with certain cash balance features to be submitted by sponsors and...

The adoption of smart beta exchange-traded funds (ETFs) is increasing among institutional asset managers, a new study finds.