News

The retirement plan adviser – deans of diversification, masters of money management, and… psychologist?

Several regulators, including the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) issued advice on business continuity and disaster recovery planning. 

The consulting firm formerly known as Primoris Benefit Advisors has re-branded as Odyssey Advisors.

Unmarried people living alone, both women and men, are likelier to rely on Social Security to stay out of poverty than those living with families.

By institutionalizing their defined contribution (DC) plans, plan sponsors can give their participants better retirement outcomes, a paper contends.

Many employees had to retire before they planned, a survey found.

Employees today are less likely to expect Social Security in retirement, according to findings from the Employee Benefit Research Institute (EBRI).

Carl Dekle has joined Plan Sponsor Consultants LLC as senior vice president.

CAPTRUST, an independent retirement plan advisory firms, has acquired Cambridge Financial Services, an institutional investment advisory firm in Greenwich, Connecticut. 

ERISA attorney Philip J. Koehler has launched ERISA Fiduciary Administrators LLC (EFA).

Most employees accept responsibility for financing retirement and rely on 401(k)s to get there, but many lack confidence in their ability to manage their retirement accounts effectively.

The Dietrich Pension Risk Transfer Index, which tracks the relative attractiveness of annuitizing pension liabilities, slipped to 92.66 as of August 1.

Less commuting, more walking, diversity and being closer to shopping are on people’s wish lists for a residential setting.   

Women lag behind men in retirement saving, according to a report from Aon Hewitt.

 Jonathan Brooks has joined UBS as a sales director to support new business development initiatives. 

Fred Hamsayeh joined the Riverside, California, office of Retirement Benefits Group.

High-net-worth investors at diverse income levels differ in a number of ways ranging from investment strategies to social media usage, according to the Spectrem Group.

Pension plans in the U.S. continue to lower assumptions, according to an analysis from PwC.

Investors added $15.9 billion to long-term mutual funds in July, driven by inflows of $7.9 billion into international-equity funds.

Traditional U.S. corporate defined benefit plans ended the second quarter with 4% to 6% higher funding ratios, according to Legal...