News

The delicate issue of clients who need to balance their own financial needs in retirement with the desire to help grownup children is a potentially loaded topic for...

A new education program from State Street Global Advisers (SSgA) offers financial professionals nearly 30 short courses on how to incorporate exchange-traded funds (ETFs) into investment portfolios.

Group pension buyouts experienced strong sales during 2013, says a new survey.

The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.

Defined benefit plan sponsors have a window of opportunity to take action on pension risk.

Following best practices can secure an extra 3% in net returns for the clients of advisers, according to Vanguard Advisor.

The U.S. Department of Labor is seeking public comments about a proposed revision to fee disclosure rules that would simplify the way fee data is presented to some...

Employees have a high interest in getting help with selecting the right household Social Security claiming strategy.

A research paper shows that over half of participants with a 401(k) under Vanguard are invested in a target-date fund (TDF).

A federal appeals court has dismissed claims of a participant in Suntrust Bank’s 401(k) plan that the company engaged in “corporate self-dealing” at the expense of plan participants.

OTB Strategic Consulting, Inc., a business advisory firm, has launched The FIRE System, an online 401(k) self-assessment tool for plan fiduciaries.

Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.

Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

More than one-third of employees are not prepared for retirement, says a new survey.

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

The Pension Benefit Guaranty Corporation (PBGC) has issued a final rule implementing changes to premium due dates and calculations.

Retirement readiness improved for Baby Boomers and Generation X households during 2013, says a new report.

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.