News

For first quarter 2014, target-date funds were muted in terms of performance amid healthy cash flows into the funds, says Ibbotson Associates Inc.

The Insured Retirement Institute (IRI) and HealthView Services developed a health care cost assessment program that helps financial advisers prepare clients for long-term health care spending needs.

The Internal Revenue Service (IRS) announced safe harbor retirement plans can be amended mid-year for changes relating to language about same-gender marriages.

Frequent trading by some 401(k) participants is eliciting a response from fund providers such as Vanguard and T. Rowe Price.

Investment solutions provider Manning & Napier launched a new website and retirement plan “prioritizer” to help advisers steer plan sponsor clients towards long-term benefits success.

It’s well known that federal auditors look for red flags to target review efforts, but one service provider says retirement plan advisers should use them for better business...

Some plan sponsors are unsure about best practices for handling uncashed retirement plan benefit checks, but a new paper aims to help.

Long-term funds netted $45.2 billion in April, bringing year-to-date intake to $176 billion.

While offering lump-sum distribution windows to terminated, vested participants could reduce the liabilities of a defined benefit (DB) plan, some plan sponsors are still hesitant to use this...

Eagle Asset Management has initiated distribution of collective investment trusts (CITs).

Retirement and college savings plan administration services provider Ascensus launched Ascensus Consulting.

The defendants in one of the church plan court cases have had their status confirmed by a federal court.

The SVAnalyzer was created to evaluate 10 critical factors that can make it difficult to compare one stable value investment with another.

The retirement solutions business of Voya Financial (formerly ING U.S.) announced two additions to its Large Corporate Market team.

Nearly three-quarters of Americans do not know that a 529 plan is a college savings tool, according to the annual 529 Plan Awareness Survey from financial services firm...

The expansion of the fiduciary definition proposed by the Department of Labor (DOL) could potentially impede the ability of small businesses to offer employees retirement plans, says a...

Investors tend to be more satisfied with the performance of their financial adviser when they’ve been introduced through a family referral, says new research from Spectrem Group.

The glide path of a target-date fund (TDF) should reach its landing point at the investor's actual retirement date, according to a new BlackRock study.

Creating space for entertaining and fixing problems are equally important to homeowners when it comes to landscaping projects, according to the Spring Houzz Landscaping Survey. 

How to make sure assets last throughout retirement is a key question for advisers, and often very difficult to answer.