News

Householder Group, a network of 40 independent hybrid advisory practices, joined LPL Financial’s suite of broker/dealer and registered investment adviser (RIA) custodial platforms.

Returns for target-date and target-risk funds were around 5% for the third quarter, according to Morningstar, Inc.

There has been much discussion about moving away from fixed income investments as a response to rising interest rates, but this may not be necessary, a study suggests.

Frozen pension plans are substantially different from open plans and need to be managed accordingly to prevent litigation and ensure positive outcomes for plan participants.

Retirement plan advisers can assist people after retirement with rollovers and sensible spending strategies, a Vanguard paper said.

The Government Accountability Office (GAO) asked the U.S. Treasury and Department of Labor (DOL) to revise electronic disclosure rules governing employee-sponsored retirement plans to improve clarity and protect...

The first half of 2013 saw little change in saving and withdrawal activity among employer-sponsored defined contribution (DC) plan participants, an Investment Company Institute (ICI) study found.

It can improve participants’ portfolio construction, asset allocation and also participant outcomes. So what should advisers tell reluctant plan sponsors about auto re-enrollment?

Customers of the Mutual of America Life Insurance Company can now make account-related changes and execute transactions through a mobile website.

When an individual or business files for bankruptcy, there is an automatic stay of the person or company’s assets, and creditors can appeal.

Complicated, non-intuitive terminology is a barrier to plan participation, endangering the retirement security of large numbers of Americans.

Institutional investment data and analytics provider eVestment issued a pair of retooled solutions for managing traditional and alternative investment strategies.

Sapiens International Corporation announced the upcoming release of its Retirement Services Recordkeeping Platform.

Stadion Money Management rebranded its series of target-date collective investment trusts (CITs).

Mike DiCenso joined MassMutual’s Retirement Services Division as institutional segment market leader.

Andrew Gracan joined Great-West Financial as regional sales director of national accounts in the Northeast.

A number of firms that manage money market mutual funds have made comments to the Securities and Exchange Commission (SEC) about proposed reforms of such funds.

Since its introduction nearly 30 years ago, the 401(k) has evolved from a perk for high-paid executives to an essential benefit to finance the retirement of the middle...

The DoubleLine Shiller Enhanced CAPE Fund uses the long-term stock valuation principles of Nobel Prize-winning Yale economics professor Robert Shiller.  

The Internal Revenue Service (IRS) released the cost-of-living adjustments for 2014, which affect dollar limitations for pension plans and other retirement-related items.