News

A new retirement readiness survey found an increasing number of plan sponsors point to participant outcomes, not gross participation rates, as the best measure of success for an...

Investment research firm Morningstar announced Don Phillips will step down in January 2014 as head of research. The firm has already named Haywood Kelly as his successor.

Advisers eyeing small and midmarket nonprofits have a new option with Great-West Financial’s Premier and Custom Key 403(b) offerings.

Joe Stack of 360 Wealth Management partnered with Pensionmark Retirement Group and is now managing director of Pensionmark Dallas.

A study indicates employers may be offsetting their matching contributions to manage cost increases from automatic enrollment into defined contribution (DC) retirement plans.

Wealth and asset management firm Northern Trust added two positions within its defined contribution solutions practice dedicated to expanding participant communications and asset services offerings. 

The U.S. Supreme Court has agreed to weigh in on a case that could have far-reaching implications for litigation against Employee Retirement Income Security Act (ERISA)-covered plans.

Insurance and investment services provider Pacific Life unveiled a new strategy to educate financial advisers on opportunities and best practices for winning clients in the small to medium-sized...

David Love has been named an institutional sales representative covering the Western region and Maureen Decker a consultant relations manager at Hartford Investment Management Company (HIMCO).

Developing sophisticated segmentation and sales strategies is critical to growing business with registered investment advisers (RIAs), according to new research by kasina.

The amount of assets invested in ’40 Act alternative funds, also known as liquid alternatives, could double by 2018, according to a study released by mutual fund industry...

Financial reporting and benchmarking firm FRA PlanTools released an iPad app aimed at providing a fast and cost-effective way for plan advisers and sponsors to access and compare...

An analysis of the adequacy of retirement systems shows while the United States has fallen behind internationally, there are ways for it to improve.

Relaxing rules and increasing coverage for part-time workers would improve retirement savings for employees of small employers, hearing witnesses told a House committee.

New fee transparency regulation, along with a number of widely publicized fee-related litigation cases, helped drive costs related to retirement investment account administration to record lows this year.

ERISA Fiduciary Advisors (EFA) affiliated with Retirement Plan Advisory Group (RPAG), the largest independent practice management firm in the country.

Plan sponsors can go a long way toward reducing leakage from defined contribution (DC) retirement plans.

Institutional investment management firm FRC designated Kathleen Powers Dunlap as partner and chief business strategy officer.

Several factors have created a retirement funding gap that is estimated to be as high as $6 trillion, said panelists in a discussion at BlackRock.

Lincoln Financial Network, the retail sales and planning affiliate of Lincoln Financial Group, appointed Greg Smith as managing principal of Lincoln Financial Advisers Corporation.