News

Investors using both a workplace savings plan and an individual retirement account (IRA) show a combined average balance of $225,600 as of December 31.

Mutual of America has developed 10 questions plan sponsors should consider when evaluating their organization’s retirement plan.

In 20 minutes, you can find your clients’ psychological profiles – and advise them better on wealth building and retirement plans.

Understanding the financial status of a defined benefit (DB) plan requires understanding how smoothing methods have affected the plan’s reported data, a report finds.

Steven J. Randich was named executive vice president and chief information officer (CIO) by the Financial Industry Regulatory Authority (FINRA).  

Chris Donnelly, Mike Nash and Jeff Padavic have joined SageView Advisory Group.

A recent CareerBuilder survey finds the majority of workers plan to continue to work after they reach retirement age.

The Department of Labor (DOL) reached a settlement to compensate employee benefit plans for losses suffered through investments in Bernard L. Madoff’s Ponzi scheme.

The ERISA Industry Committee (ERIC) is urging a court to reject class certification in a lawsuit alleging fiduciary breach claims concerning stable value fund investments in money market...

Christopher J. Kelleher has been named senior managing director and head of institutional asset management at Newfleet Asset Management.

Among its exam priorities, the Securities Exchange Commission (SEC) listed sales practices, fraud, and compliance for advisers registered as broker/dealers.

Provisions of the American Taxpayer Relief Act of 2012 (ATRA 2012), which expanded the availability of in-plan Roth conversions, increased the need for additional regulatory guidance.

The Department of Labor (DOL) has released its regulatory agenda for 2013.

Americans are highly supportive of pensions and see these plans as a way to improve retirement readiness, a survey found.

RolloverSystems has rebranded to Retirement Clearinghouse (RCH) and is expanding its suite of services.

Mercer launched the Mercer U.S. Pension Buyout Index, featuring monthly average pricing information from independent third-party insurers.

Retirement plan costs have declined over the past year, according to figures from the 401k Averages Book.  

Trinity Consulting has been accepted for membership in Benefit Advisors Network (BAN).

The Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) will host two free webcasts for small-business owners as part of America Saves Week.

The Internal Revenue Service (IRS) has posted frequently asked questions (FAQs) and answers regarding required minimum distributions (RMDs).