News

Principal Financial Group has released Principal SERP Select to help owners of growing businesses provide key employees a way to better prepare for retirement.

The industry-wide focus on improving fee transparency and reasonability has not significantly reduced litigation risks for financial advisers and others acting as retirement plan fiduciaries, according to Dan...

fi360 has acquired IPS AdvisorPro, a cloud-based technology that helps financial advisers develop customized investment policy statements (IPS).

401(k) recordkeeper and plan administrator PAi has agreed to provide support for United Planners’ advisers.

Rich Ginel joined SageView Advisory Group as a retirement plan consultant based in the Knoxville, Tennessee, office.

The holidays are just around the corner. But Black Friday can also mean Red Tuesday for some shoppers.

Washington’s warning to slash tax-deferral incentives associated with 401(k)s and individual retirement accounts (IRAs) tops advisers’ challenges in 2014, according to Brian Graff, executive director of the American...

AllianceBernstein now offers a non-revenue share class for a select group of mutual funds.

A report from the Financial Industry Regulatory Authority (FINRA) scrutinizes  conflicts of interest in the broker/dealer industry to highlight effective practices to eradicate such conflicts.

Vanguard announced intentions to streamline its investment offerings by merging five funds that have similar objectives and investment strategies.

Charles Schwab added 16 exchange-traded funds (ETFs) to the Schwab ETF OneSource platform, bringing the total number of ETFs available through the platform to 121.

Transamerica Retirement Solutions announced the expansion of its pension sales and distribution team with the hiring of Ty Minnich and Cathy Berg.

Wilton, Connecticut-based Commonfund announced three new appointments to support and contribute to the expansion of its Multi-Asset Program for mid-sized nonprofit clients.

Gina Gurgiolo has joined the consulting team of Plan Sponsor Advisors (PSA) as a senior investment consultant.

Touchstone Investments has launched a new alternative investment called the Touchstone Arbitrage Fund.

Retirement plan participants may be more open to changes in the design of their plans than previously thought, according to a new study.

Young workers with small balances and owners of Roth individual retirement accounts (IRAs) are likelier than other IRA owners to make “extreme” allocations to either stocks or money,...

A best-practice defined contribution (DC) plan can provide secure retirement income at equivalent cost to a defined benefit (DB) plan, according to a new research paper from the...

Registered investment advisers (RIAs) look at alternative investments and tactical management as the keys to navigating volatility in the current market.

 Motivating someone to plan for an event that is years or even decades away is difficult.