News

Calculations of lump sum pension benefits consider cost of living adjustments (COLA) participants would have received if they had taken an annuity at retirement.

Market76 rolled out the latest version of its adviser customer relationship management (CRM) platform, which fine-tunes mobility, data analytics and optimization, and collaboration.

The Internal Revenue Service (IRS) will hold a free phone forum for practitioners offering tax advice for employee benefit plans.

This month, many people will vow to make resolutions for their physical health—but what about their financial health?

The Internal Revenue Service (IRS) will hold a free phone forum regarding the 2012 Cumulative List of Plan Qualification Changes.

Managed volatility investment strategies are emerging as a solution for investors looking to protect against future stock market losses, Strategic Insight’s research found.

Mesirow Financial rolled out a series of model portfolios on the Mid Atlantic Trust Company (MATC) ModelxChange platform.

Catching up on your TPS reports in your cubicle or attending a mundane business meeting may make you more creative. 

Benefits, risks and regulation that varies from state to state can make choosing annuities with guaranteed lifetime withdrawals tricky for older Americans.

Investors should remain defensive in 2013 but at the same time not be averse to taking on some risk, according to a Prudential expert.

When making changes to a 401(k) plan’s investment lineup, administrators chase returns and do not end up improving investment performance, research suggests.

Pension Advisory Group Inc. (PAG) and Pro Financial Services (PFS) launched a group long-term disability insurance product for retirement plans.

On a steady course of expansion, CAPTRUST Financial Advisors in Raleigh, North Carolina, has acquired Freedom One Financial Group in Clarkston, Michigan.

Financial services firms can promote their brands inexpensively and effectively using social media campaigns.    

Callan’s “2013 DC Trends Survey” indicates that in 2012, defined contribution (DC) plan sponsors spent their time on compliance matters.

Security Benefit Corporation released a series of reports suggesting fixed indexed annuity (FIA) products increase potential for retirement success.

Recordkeeper search activity is expected to increase; however, most requests for proposals (RFPs) will only serve to benchmark pricing, according to Cerulli.

T. Timothy Ryan Jr., Securities Industry and Financial Markets Association (SIFMA) president and chief executive, has submitted his resignation.

Cautious optimism was the watchword for the 2013 economic outlook, according to Bob Doll, chief equity strategist of Nuveen Asset Management.

A court ruled contributions owed to a 401(k) are not plan assets, so an employer did not breach fiduciary duties by not contributing.