News

Build a Plan Committee in Six Steps

Assembling the right retirement plan committee can make or break participant outcomes, and often boils down to a combination of diversity, communication and documentation.

LPL Adds DIVER Advisor

Lumesis’ DIVER Advisor software, a cloud-based platform, was added to LPL Financial’s suite for advisers.

PBGC Increases Maximum Benefit for 2014

The Pension Benefit Guaranty Corporation (PBGC) announced the yearly maximum guaranteed benefit for a 65-year-old retiree will increase next year to nearly $59,320 from about $57,500.

Householder Joins LPL Platforms

Householder Group, a network of 40 independent hybrid advisory practices, joined LPL Financial’s suite of broker/dealer and registered investment adviser (RIA) custodial platforms.

Managing Frozen Pensions No Easy Task

Frozen pension plans are substantially different from open plans and need to be managed accordingly to prevent litigation and ensure positive outcomes for plan participants.

GAO Seeks Clarity on Electronic Disclosure Rules

The Government Accountability Office (GAO) asked the U.S. Treasury and Department of Labor (DOL) to revise electronic disclosure rules governing employee-sponsored retirement plans to improve clarity and protect...

eVestment Revamps Analytics Offerings

Institutional investment data and analytics provider eVestment issued a pair of retooled solutions for managing traditional and alternative investment strategies.