News

New York Life Retirement Plan Services has released an interactive Retirement Readiness Dashboard to help 401(k) plan sponsors and plan advisers better gauge the effectiveness of their plans.

What an amazing number of things can go wrong when you set out to simply enjoy a meal in a restaurant. Here’s a roundup of what diners dislike...

“You can’t guarantee yourself a win,” says employee benefits lawyer David Weiner, describing claims appeals and litigation involving missing retirement plan participants, “but you can guarantee a loss.”

Trading activity in defined contribution plans in June continued to be light—marking the second lowest monthly level since Aon Hewitt began tracking participant transfers in 1997.

Now that the White House has taken a hand in the redrafting process, it’s anyone’s guess whether the Department of Labor (DOL) will come out with a proposal...

Failure to communicate effectively with clients and their families will likely damage a financial adviser’s long-term business success, according to the Financial Planning Association (FPA).

An investigation by the U.S. Government Accountability Office (GAO) recently identified questionable practices of companies that offer retirees pension advances.

The Department of Labor (DOL) wants to ensure that plan fiduciaries fully understand fee information they receive.

Two-thirds of independent financial advisers believe Republicans will gain control of the U.S. Senate in November, according to a new Financial Services Institute (FSI) poll.

Transamerica Retirement Solutions has named Bill Feldmaier as division vice president for the company’s central region retirement plan sales.

The Internal Revenue Service (IRS) has moved back the date of a phone forum on same-gender couples and retirement plans to July 17.

The funding for defined benefit (DB) retirement plans sponsored by S&P 1500 companies showed a slight improvement during June, according to a recent analysis from Mercer.

The Guardian Insurance & Annuity Company is expanding its national 401(k) sales staff through the appointment of six new regional vice presidents of retirement plan sales.

Evanston Capital Management has released its Evanston Alternative Opportunities Fund.

American National Bank of Texas (ANB) has teamed up with several firms to offer a retirement plan services solution known as the Select Open Architecture Retirement (SOAR) program.

The companies of OneAmerica have launched OneCheck, a set of retirement plan health monitoring tools and reports for participants and sponsors.

A majority of Americans lack confidence in their ability to manage personal financial issues, with more than a quarter (26%) wishing they didn’t have to deal with finance...

LPL Financial reached a partnership agreement with Financial Telesis and Bill Chetney, former LPL Retirement Partners president, to create a new retirement plan advisory firm known as Global...

The Government Accountability Office (GAO) is recommending that regulators consider modifying Form 5500 plan investment and service provider fee information.

MassMutual Retirement is partnering with BlackRock to introduce a customizable, lower-cost alternative to managed accounts for use in defined contribution (DC) retirement plans, called MassMutual Managed Allocations.