News

The first set of Baby Boomers, those born in 1946, are not necessarily "working 'till they drop," as some studies indicate.

More than half (54%) of Millennials say debt is their “biggest financial concern currently,” according to a Wells Fargo Retirement Survey.

Plan sponsors need to educate employees in a way that moves them from a sense of entitlement to empowerment, presenters of a recent webinar suggested.

Liana Magner has been appointed U.S. Delegated DC Leader for Mercer’s Investments business.

Lisa Larsen was hired as an associate vice president and actuary by USI Consulting Group.

A publication from Dechert LLP and RR Donnelley addresses advertising by registered investment advisers (RIAs) so they can keep compliant.  

Apparently there is a potential breaking point at which people think gas prices are too high, and it’s $3.44 per gallon.

Cetera Financial Group has debuted an unbundled, open architecture solution for advisers who serve as 3(21) fiduciaries to offer more customized advice to plan sponsors. 

Advisers have an untapped opportunity to help 403(b) plan sponsors, especially because these plans increasingly have features in common with 401(k)s. 

VestmarkONE Advisor was rolled out as a solution offering flexibility and intuitive design that lets financial advisers manage all fee-based advisory accounts.

Frank Frecentese has joined Lyxor Asset Management’s New York office as the deputy head of hedge fund research. 

The ClearDirection 401(k), introduced by CUNA Mutual Group, offers support for plan advisers such as optional co-fiduciary options and an open architecture design. 

403(b) plan sponsors continue to make changes to improve the value of their plans and the retirement readiness of participants, according to the latest benchmarking survey.

Investment returns in defined benefit (DB) retirement plans outperformed those in defined contribution (DC) plans in 2011 by the widest margin since the mid-1990s, according to a new...

Unified Trust Company hired Andrew Windsor as a retirement investment analyst.

The American Society of Pension Professionals & Actuaries (ASPPA) filed a comment letter with the Internal Revenue Service about in-plan Roth conversions.

Frances P. LaFleur joined Drinker Biddle & Reath LLP as a partner in the firm’s Employee Benefits and Executive Compensation Practice Group.

The Merrill Lynch Advisor Alliance program at Lincoln Financial Group has been expanded to include a group variable annuity and an enhanced net asset value-based program. 

Plan sponsors are increasingly adopting features to help overcome participant inertia, a survey found.

Mercer named Sabrina Bailey a principal in its Seattle Investments business.