News

A survey of retirement plan advisers (called “consultants” in the study) said they must make changes if they want to increase sales and retain more business. 

If there’s a magic number that helps people feel optimistic about a successful retirement, it’s half a million, according to Maritz Research.

Many Gen Xers are on the right track to reach retirement, according to a study from the MetLife Mature Market Institute.

Bradley D. Belt has been named vice chairman of the Orchard Global Capital Group, effective May 1.

Socialite, a social media platform from Actiance that allows people in regulated industries to share content and delegate access, has several new features.

EBRI research suggests people who own more than one type of retirement plan are more likely than others to invest a higher percentage in equities.

The Wilshire Trust Universe Comparison Service (TUCS) Spotlight found little difference between large and small plans’ total performance levels in 2012.  

The good, the bad and the uncertain are the ratings for economic forecasts by Robert Doll, chief equity strategist at Nuveen Asset Management. 

TIAA-CREF’s white paper, “Prepared for Life: Managing Your Plan to Drive Retirement Readiness,” examines best practices to improve retirement plan outcomes.

Plan Outcome Assessment will analyze defined contribution (DC) plans to help plan sponsors gauge their participants’ retirement readiness. 

Who gets the bearskin rug? The Limoges tea set? Dividing family heirlooms after a death can be a headache.

 Americans are on track to replace 61% of their current income in retirement, according to the third annual Lifetime Income Survey by Putnam Investments.   

Only 30% of 401(k) plan participants said they “paid attention” to the fee disclosures they received last year, according to the quarterly Wells Fargo/Gallup Investor and Retirement Optimism...

If you caught last night’s “The Retirement Gamble” documentary, you can likely understand it generated some criticism in the retirement industry.

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.