News

ComputerSupport.com, a provider of cloud computing and digital security solutions, has expanded its compliance support and remote information technology capabilities for use by financial advisers and broker/dealers.

Slightly under half of investors own pets, and the few who own more than four are the wealthiest, a survey finds. 

Big mergers and acquisitions have altered the defined contribution (DC) retirement plan industry in recent years, leading some to ask what it all means for sponsors and advisers.

Despite the 2,800 rules, benefits can be amped up with the right Social Security planning, says Financial Engines, which rolled out a planning service to help near-retirees maximize...

The use of collective investment trusts (CITs) is highest among defined contribution plans with at least $250 million in assets, according to Cerulli Associates.

Nearly one-third of workplace retirement plan participants polled have taken one or more loans against retirement savings—and 44% of them later regretted the decision.

More than half (52%) of retirement plan participants have used online tools to calculate their retirement income needs.

Women are feeling confident and many are taking the lead in making household financial decisions, according to a new study by Ameriprise Financial.

Two U.S. Senators have introduced the Retirement and Income Security (RAISE) Act.

House Ways and Means Committee members introduced legislation designed to spur more employee-ownership in private industry.

Invesco has updated its DC Plan Analyzer application to include detailed cost benchmarking capabilities that allow advisers to deliver plan expense comparisons directly to sponsor clients.

Prudential Retirement introduced a line of new technology tools designed to help participants, sponsors and advisers drive higher levels of plan success.

Defined contribution (DC) plan participants bucked the stock market adage of “sell in May and stay away,” continuing recent trends with a light trading month in May, says...

Investment research firm Morningstar, Inc. has launched a service to help institutional investors evaluate funds, investment strategies and asset management firms.

Accounting and consulting firm Warren Averett LLC has joined the Alliance Benefits Group (ABG), along with two affiliated companies in the workplace benefits and asset management space.

Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director, defined contribution consulting.

J.P. Morgan has entered the exchange-traded fund (ETF) market through the launch of a geographically diverse suite of core equity ETFs called the Diversified Return ETFs.

Mutual of Omaha Retirement Services is now offering 401(k) Admin Advantage, an Employee Retirement Income Security Act (ERISA) 3(16) administration service.

Commonwealth Financial Network launched a new client management dashboard, Client360°, to help financial advisers unify client information and streamline access to planning tools and accounts.

Defined contribution plan sponsors tend to offer far more investment fund options than the number actually used by the average participant, according to new research from SEI.