News

The Employee Benefit Research Institute (EBRI) rolled out a new mobile app, offering its research for download.

Non-profit organizations that sponsor 403(b) plans are simplifying investment platforms by streamlining the options available for participants.

Frank O’Connor joined the Insured Retirement Institute (IRI) as vice president of research and outreach.

The industry faces challenges from several directions, and retirement plan executives discussed ways to address them, such as income replacement, plan design and how to target specific participant...

On the first day of the PLANSPONSOR National Conference (PSNC) in Chicago, current and former PLANSPONSOR of the Year winners and finalists shared how they define success for...

Dallas Salisbury fields a lot of questions about how to define retirement plan success in his role as president and CEO of the Employee Benefits Research Institute (EBRI).

The SPARK Institute Business Ideas Exchange Committee has released its new “RFP Guide for Selecting Defined Contribution Service Providers.”

Some of the statistics on 401(k) balances and coverage commonly tossed around are flawed, feels Drew Carrington of Franklin Templeton.

BMO Global Asset Management is now offering retirement share classes for four BMO Funds.

Target-date funds (TDFs) are again put in the Department of Labor (DOL) spotlight for comments. Widely held in retirement accounts, TDFs may not be fully understood by investors. 

Corporations and nonprofits, as well as their advisers, in San Antonio, Texas, now have a new resource for fiduciary services.

Jon Hale has been named the director of North American manager research for Morningstar Inc.

Investment research firm Morningstar, Inc. has entered into an agreement to acquire online financial wellness provider HelloWallet Holding, Inc.

A federal district court has ordered an Oregon realtor to repay more than $400,000 to the participants of its profit-sharing plan.

Ingham Retirement Group added LPL Financial LLC’s employee advice and education solutions to its retirement planning platform.

Miracle Mile Advisors, a California-based investment advisory firm, has partnered with TD Ameritrade to launch a “modern 401(k) platform” built around low-cost exchange-traded funds (ETFs).

A strong majority of broker/dealer and registered investment adviser (RIA) firms surveyed by Fidelity Institutional see the emergence of digital advice models as a positive industry trend.

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.

A plan sponsor’s lawsuit over revenue sharing payments has moved forward as a court found the sponsor's plan provider became a functional fiduciary by setting fees.

Adviser-sold college savings plans gained traction, and now show balances equivalent to direct-sold plans, research shows.