News

Recent guidance from the Securities and Exchange Commission (SEC) on social media use in adviser advertising is helpful, says one compliance services provider, but the update leaves questions...

Newfound Research and 3D Asset Management have released the PrudentPath Target-Date Portfolio Series, a suite of model lifecycle portfolios utilizing exchange-traded funds (ETFs) and hybrid management.

More workers are satisfied with their retirement benefits now compared with five years ago, but satisfaction with other benefits has declined, according to professional services firm Towers Watson.

BOK Financial launched a new website for retirement plan sponsors and participants.

Funding for corporate defined benefit (DB) plans decreased in April, says an analysis from the BNY Mellon Investment Strategy and Solutions Group (ISSG).

Thomson Reuters launched the Thomson ONE Anywhere mobile wealth management solution for iPad and Android tablets.

A new defined benefit (DB) service provider guide, developed by The Principal Financial Group, explores best practices for advisory firms to engage and win new DB plan clients.

Investors expect financial advisers to earn and maintain professional credentials beyond the minimum licensing requirements, according to research from the Investment Management Consultants Association (IMCA).

Fewer Americans plan to rely on a 401(k) account as their main source of retirement income than planned to prior to the recession, according to a recent Gallup...

The common law of attorney-client privilege is intended to enable clients to speak with their attorneys in trusted confidence about work-related issues.

Seyfarth Shaw, a law firm specializing in employment and benefits law, unveiled a new Employee Benefits Administrative Service Center for retirement plan clients.

Simply measuring the average participant’s retirement savings shortfall will not help employers improve plan outcomes, says Kris Gates, vice president of customer experience marketing with MassMutual.

The estimated funded level of defined benefit (DB) plans sponsored by S&P 1500 companies fell another 1% in April to 84%, according to Mercer.

While nurses spend their lives taking care of others, they often fall behind in taking care of their own financial future, a Fidelity Investments study suggests.

Individual retirement account (IRA) rollovers increased 7.3% during 2013 to reach $321.3 billion in total rolled-over assets, according to financial analytics firm Cerulli Associates.

Small plans underperformed large plans for the first quarter of 2014, pulling the median return for all institutional assets tracked by the Wilshire Trust Universe Comparison Service (TUCS)...

The Department of Labor’s Employee Benefits Security Administration (EBSA) filed a complaint in federal court against a Tennessee profit-sharing plan over allegedly imprudent margin investing that triggered plan...

Three factors create a roadblock to retirement income for advisers' clients: low yield, adequate equity exposure and managing volatility.

Plan officials need to offer a greater variety of target-date fund glide path options to meet the differing needs of participants, Transamerica says in a new white paper.

New research from financial analytics firm Cerulli Associates finds that 53% of financial advisers’ clients are between 50 and 70 years old.