News

A lot can be learned about retirement plan investor behavior from the simplest of actions, according to a Putnam Investments analysis.

Waves of Baby Boomers entering retirement have sparked a new field in financial planning: Financial gerontology addresses issues that encompass aging and its impact on personal finance. 

Employees who improve their financial knowledge have a better chance of improving the investment returns on their retirement accounts, a paper published by the National Bureau of Economic...

Ninety percent of investors say being able to resolve problems and answer questions quickly are critical characteristics of consumer-focused financial advisers, according to a John Hancock survey.

The traditional approach to evaluating the risk tolerance of retiring clients has some problems, according to Michael E. Kitces, director of research at Pinnacle Advisory Group.

BNP Paribas and Credit Suisse, which have each pled guilty to U.S. criminal charges, are asking to be able to keep managing U.S. pension plan assets.

RiversEdge Advanced Retirement Solutions announced its mobile application is now available to retirement plan participants whose accounts are recordkept by the company.

Many plan sponsors find some of their employees cannot take full advantage of 401(k) plans because of failed ADP tests.

A manager of managers approach may help defined contribution (DC) plan sponsors offer more diversified investment options to participants without overwhelming them with too many options or increasing...

Did you think freedom is free? On the 4th of July, everything from the food and beer to travel and fireworks costs big.

In Washington State, same-sex domestic partnerships were automatically converted to marriages as of June 30.

Cambridge Investment Research announced two new partnerships that bring expanded client service capabilities to the firm’s independent advisers.

The funded status of corporate defined benefit (DB) plans in the United States increased to 92% during June, with liabilities decreasing 0.2% during the month.

Women are more likely than men to be concerned about risks related to longevity during the approach to retirement, according to a LIMRA Secure Retirement Institute survey of...

Nearly one in four investors say they aren’t sure why they haven’t sought professional financial advice, a survey shows, and an equal number feel advice is too expensive.

The number of cash balance retirement plans has increased, according to a report from Kravitz, Inc.

Advisers who serve school districts can add value by sitting down with employees to make sure they appreciate the benefits they receive through a 403(b) plan.

With some exceptions, sponsors of 403(b) retirement plans, especially school systems, have problems getting employees to participate in the plans.

There are more than 40.3 million Americans aged 65 and older, according to the U.S. Census Bureau, and many in the age cohort aren’t following traditional definitions of...

The U.S. Department of the Treasury issued final rules regarding longevity annuities—aimed at bringing more flexibility to retirement savers using the fixed-income vehicles as a longevity hedge.