News

David Crotty, Brian Stubbs and Erik Whinery joined the national sales team of Ascensus, the retirement plan provider.

April 24, 2013 (PLANSPONSOR.com) – What is financial literacy and how does it impact employers’ retirement plans?

The Internal Revenue Service is hosting a phone forum to discuss findings from its 401(k) Compliance Questionnaire.

Many Americans rely on Social Security as a significant retirement asset, and the options they select can make a substantial difference on retirement income. 

Although nonretired Americans' optimism surged from -8 in November to +38 this spring, retired Americans' optimism only saw a slight increase, from -5 to +7.

With regulatory changes coming, advisers need to reconsider their fiduciary status.

Participants of retirement plans with higher education institutions are saving more than their corporate counterparts, says a new report from Transamerica Retirement Solutions.

Three-quarters of people prioritize long-term planning over short-term performance, a study found.

The number of women interested in learning about financial planning, retirement planning and investing has nearly doubled since 2006, Allianz Life finds. 

Schwab Retirement Plan Services announced they will add Morningstar Associates LLC  as a managed account provider for their Schwab Index Advantage service.

In March 2013, the nation's largest corporate defined benefit pension plans showed a $29 billion increase in funded status.

The Internal Revenue Service (IRS) is granting relief for employee stock ownership plans (ESOPs) that have to make amendments to satisfy diversification requirements.

The Stable Value Investment Association (SVIA) released a list of frequently asked questions (FAQs) regarding stable value guaranteed insurance accounts. 

Susan Axelrod will become executive vice president of regulatory operations at the Financial Industry Regulatory Authority (FINRA).

A lawsuit filed against Fidelity (FMR) accuses it of self-dealing at the expense of its own workers’ retirement savings.

The Department of Labor (DOL) says a bankrupt ambulance services company in LaVergne, Tennessee, failed to credit employees’ 401(k) contributions.

Don (Mac) Mackanos has been named executive director at Alliance Benefit Group, the retirement plan provider.

FRA/PlanTools began a blog for plan sponsors and advisers with original content on the fiduciary obligations of the Employee Retirement Income Security Act (ERISA).

A court ruled an executive’s supplemental retirement plan assets are not protected by his employer’s creditors.

An analysis from the American Society of Pension Professionals & Actuaries (ASPPA) shows retirement savings tax incentives benefit a majority of workers.