News

A new analysis from the Employee Benefit Research Institute (EBRI) shows preretirement 401(k) account withdrawals often have a negative impact on long-term wealth accumulation.

The Retirement Plan Exchange is designed to reduce administrative burdens on plan sponsors.

David Hiss has joined John Hancock Retirement Plan Services as a regional vice president, responsible for sales and relationship development in the Chicago Metro area.

Edward Jones surveyed adults on the planning activities they spend the most time on: retirement, vacation, higher education or making a...

FCRC Apps, the technology developer behind eFiduciary.net, has added the new “SkyBoks” document upload and management feature to its suite of Web-based fiduciary governance tools.

Insurance providers plan to continue to scale back offerings of lifetime income products, according to new research from financial analytics firm Cerulli Associates.

More than eight in 10 Americans (83%) are optimistic about their financial future, says a new survey from Lincoln Financial Group.

TL Ventures Inc. has settled with the Securities and Exchange Commission (SEC) in a case involving pay-to-play rules for investment advisers.

As an adviser to workplace retirement plans, you’ve helped participants save money for retirement, but when they’re ready to retire, will they turn to you?

Women are narrowing the gap between their financial literacy and that of their male counterparts, Financial Finesse finds.

Advisory firms will have significant opportunity for growth over the next decade, according to Schwab Advisor Services, but success will require new strategies to win “Generation Now.”

Wealth management in high-net-worth families is complicated by relationships, and the vast majority of families believe a session with a financial adviser would benefit their children, a study...

The Department of Labor’s (DOL) ERISA Advisory Council is examining practices for outsourcing employee benefit plan services.

Retirement plan advisers can deliver significant value by helping sponsor clients address the shortcomings of prepackaged TDF solutions, says Tara Mashack-Behney of Conrad Siegel Investment Advisors.

Asset International, the parent company of PLANSPONSOR and PLANADVISER, has been acquired by middle market private equity firm Genstar Capital.

J.P. Morgan Retirement Link, the firm’s retirement plan administration solution for small and mid-size employers, has gone mobile with a new iPhone and Android application.

Independent broker/dealer firm First Allied Securities Inc. launched the new Pentameter practice management portal and integrated business consulting process for financial advisers.

FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has rolled out its Investment Provider Xchange (IPX) platform.

The companies of OneAmerica have implemented a new three-region sales and distribution structure for retirement services.

BMO Retirement Services lays out four key reasons asset consolidation benefits participants.