News

T. Rowe Price launched the Social Security Benefits Evaluator.

David Hollander, Esq., has joined DeWitt & Dunn LLC as a retirement income planning adviser, part of www.AnnuityWatchUSA.com.

The Proskauer Employee Benefits, Executive Compensation & ERISA Litigation Practice Center has launched the ERISA Practice Center Blog.

Clients sometimes wander away from the investment policy statement because of distorted perceptions of market volatility, Russell Investments found in an adviser survey.

Corporate Insight spends much of its time analyzing the retirement plan participant experience with plan providers.

IRA Financial Group has introduced an open-architecture Roth Solo 401(k) plan.

Al Scherlie has joined the investment consulting team of Taiber Kosmala & Associates LLC. 

Stefanie Watson and Joshua Czuper have joined MassMutual’s Retirement Services Division in sales and client management.

Mark Luckinbill joined ASPire Financial Services LLC as head of the firm’s 403(b) and 457 markets.

Tummy tucks and swimming pools, manicures and dog food: a CPA survey unearthed some eye-popping attempted tax deductions.

The majority of workers polled for the 2013 Retirement Confidence Survey (RCS) indicated support for guaranteed income options in their retirement plans.

Separated defined benefit (DB) plan participants have been on the rise since 2004—a sweet spot for advisers targeting lump-sum distributions, research found.

Two senators introduced legislation that would give individuals who take a loan from their retirement accounts more time to repay after leaving a job.

Paul Boyne and Doug McGraw have been tasked with leading a new team in global equities at Manulife Asset Management.

The Securities and Exchange Commission (SEC) released an update to clarify how investment companies can use social media without running into filing requirements.  

Mesirow Financial Investment Strategies’ Fiduciary Partnership Services are now available through Vanguard Retirement Plan Access.

Seventy-nine percent of Americans responding to an Edward Jones survey admitted they have committed a mistake with regard to their finances.

The youngest affluent investors don’t watch TV, listen to the radio or read newspapers. So how do advisers engage Generation Y?

Cameron McNeill was appointed senior vice president and retirement practice leader at the Segal Company.

The Income Simulator from Fidelity Investments is an online guidance tool that shows retirement plan participants how savings translates into actual retirement income.