News

The Financial Industry Regulatory Authority (FINRA) approved an amendment to its supervision rule that would require registered firms to conduct background checks on all registration applicants.

A new online portal from InHub LLC, a Securities and Exchange Commission-registered online investment adviser, helps fiduciaries quickly develop and circulate requests for proposals (RFPs).

Margaret (Peggy) Santhouse joined John Hancock Retirement Plan Services as vice president of national accounts for mid-market distribution relationships.

Employers are finding more reasons to de-risk their defined benefit (DB) retirement plans, says a new analysis from Buck Consultants.

Automatic features help increase employee participation in defined contribution (DC) plans and can significantly improve participant outcomes, says a new paper from BMO Retirement Services.

While on vacation, a rental can serve as a home away from home, with more space and family-friendly amenities.

Defined contribution (DC) plan participants seem committed to keeping their savings in tact as DC accounts make up a growing percentage of U.S. retirement assets.

A new analysis from Putnam Investments, reviewing years of income replacement projection data, finds many retirement savers missed out on recent market surges due to low equity allocations.

Some defined benefit (DB) plan sponsors are reluctant to transfer liabilities to an insurer, saying it is too expensive, particularly compared with the accounting liability, Mercer says.

The Bipartisan Policy Center has launched a personal savings initiative meant to produce pragmatic policy recommendations for improving the retirement readiness of American workers.

Wealth Management Systems Inc. (WMSI) launched a small business retirement plan comparison calculator that can help growing employers benchmark retirement plan performance.

Benefits solutions provider ADP has introduced the IPS Zero investment platform, designed for retirement plan advisers who employ a fee-for-service compensation structure.

Plan Administrators, Inc. (PAi), headquartered in Green Bay, Wisconsin, will open its second office in Sioux Falls, South Dakota, on May 5.

New research indicates defined benefit (DB) plans will turn increasingly to alternative investments during 2014.

Human capital is a key factor in asset allocation, says David Blanchett of Morningstar Investment Management.

Alliance Benefit Group – Illinois (ABG-IL) is offering a financial fitness program to retirement plan participants.

Goldman Sachs Asset Management (GSAM) has entered into an agreement to acquire Westpeak Global Advisors, a provider of smart beta solutions.

Invesco National Trust Company (INTC) will now offer an additional 15 collective trust funds (CTFs).

White Oak Advisors has named Rick Bindler as practice leader and lead consultant for its new Chicago office.

The push for establishing mandatory access to workplace retirement savings provides important insights into the path advocacy groups must take to influence national retirement policy.