News

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.

A recent study found individuals with $200,000 or more in investable assets said market volatility has motivated a desire for a balanced investment approach.

Word that the Department of Labor (DOL) is stepping up its enforcement is being backed up by the number of actions being announced.

Traditionally, benefit plan committees oversaw administration, investments—everything to do with sponsoring and administering an employer-sponsored plan.

Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.

Plan sponsors have learned their roles for Act I of the retirement readiness program, so now it’s time for Act II.

Compliancedashboard has expanded its interactive software to cover an employer’s compliance obligations when sponsoring a 401(k) plan.

USI Consulting Group has named Gerry de Labry as vice president, Retirement Services.

John Hancock Retirement Plan Services (RPS) announced the John Hancock Partnership Program.

“While we as advisers understand a lot of pieces of the puzzle, the plan sponsor doesn’t,” Keith Gredys, CEO and president of Kidder Benefits Consultants Inc., told attendees...

Ameritas Investment Corp. has selected National Financial to serve as the sole clearing and custody provider for its broker/dealer brokerage services.

Many retirement plan participants, especially those with lower incomes, are overwhelmed by projections of how much they need to save, and they feel powerless to do anything about...

Fidelity Investments has named Damon Dunkel as vice president of Managed Accounts, effective August 2013.

Pet owners, small-business owners and moms are enthusiastic users of iPads, research found.

In March, the Department of Labor (DOL) prepared general guidance to assist plan fiduciaries in selecting and monitoring target-date funds (TDFs).

Jeff Fuhrman was named chief operating officer and chief financial officer of LLBH Private Wealth Management LLC, an independent wealth management firm.

Most American households do financial planning, but the extent varies greatly, according to research by the Certified Financial Planner Board of Standards (CFP Board).

Defined contribution (DC) plan participants’ daily transfer volumes were low in August, according to the Aon Hewitt 401(k) Index.

Saving for retirement is not something people think about, and the way people communicate has changed over the years.

A new white paper looks at how plan sponsors can foster better outcomes for participants.