News

 Total 529 savings plan assets reached an estimated $168.5 billion in the last quarter of 2012.   

Annuity contracts can bring up several Employee Retirement Income Security Act (ERISA)-related issues that plan sponsors should consider.

Less than half (43%) of Americans who are actively planning for retirement intend to meet with a financial adviser to review investment strategies this year.

Employers and employees are taking action to get financially fit, according to the Bank of America Merrill Lynch 401(k) report.

The death rate for golfers is 40% lower than for other people of the same sex, age and socioeconomic status, a study found.

Jackson National Life Insurance Company has unveiled a thought-leadership site and social media group to provide educational resources for advisers and investors.

PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser of the Year awards, in three categories.

For the third edition of the Guide to Retirement, a couple of key themes were top of mind, Katherine Roy, chief retirement strategist at J.P. Morgan Asset Management,...

Nearly half of women (48%) do not have any retirement strategy at all, according to a study from the Transamerica Center for Retirement Studies.

 The  “Power Attorney Debate” at NAPA/ASPPA 401(k) Summit covered key issues for 2013.

 Institutional Securities Corporation (ISC) has been acquired by a team led by Scott A. Hayes, the firm’s executive vice president.   

January mutual fund flows of $86.6 billion were record-breaking, and exchange-traded fund (ETF) assets reached a new high of $1.4 trillion at the end of the month.

Part of what may be fueling women’s lack of retirement confidence is a lifelong concern about taking care of...

Joseph DeLude joins MassMutual's Retirement Services Division as a managing director of institutional sales. 

Advisers need to integrate workflows, technology and human capital, according to a white paper from Fox Financial Planning Network (FFPN). 

Jeffrey MacDonald has been named managing director and senior portfolio manager on the fixed-income team of Fiduciary Trust Company International. 

Marcello Cosentino expanded Security Benefit Corporation’s registered independent adviser (RIA) and independent broker/dealer channel with four states.   

Advisers divulged winning strategies at NAPA/ASPPA 401(k) Summit.

With care, individual retirement account (IRA) rollovers from 401(k)s are possible.

Target Date Fund Analytics (TDF Analytics) was released by Markov Processes International (MPI) for plan sponsors, their advisers and for providers of an increasingly used product.