News

Millennials need help to participate in employer-sponsored retirement plans, according to Wells Fargo.

George M. Beale and Jeffrey D. Kayajanian have joined the defined contribution (DC) team of Security Benefit Corp. 

Money-market funds saw their highest monthly net inflows—$72 billion—since December 2008, according to Strategic Insight.

Fewer U.S. families saved for education using 529 plans in 2010, and those who did tended to be wealthier than others.

Milliman Inc. has rolled out PlanAhead, tools and targeted services for employee retirement planning.

Average daily transfer volume among defined contribution (DC) plan participants during November was at the highest level since August 2011.

Low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit, according to the Internal Revenue Service (IRS).

When it comes to Baby Boomers and retirement preparedness, a little self-restraint and planning make a big impact on success.

Research suggests investors’ perceptions of the stock market affect whether they are invested for optimal retirement savings.

Employee Fiduciary LLC, a privately held and independent 401(k) recordkeeper, launched a redesigned website.

Every year, PNC compiles a price index for that famous list that includes golden rings and drummers drumming.

Working with an adviser and performing key retirement planning activities improve pre-retirees’ outlooks, a study suggests.

Millennials are motivated to save for retirement and would plan ahead if they knew more about their employer retirement benefit options, a study found.

The current focus on retirement plan costs to participants provides a growth opportunity for the use of institutional investment products in defined contribution plans.

Among the primary reasons advisers join existing registered investment adviser (RIA) firms are freedom and the potential for greater income.

Americans admit they are guilty of some bad financial habits, with not saving topping the list.

John McKeehan and Reed Steinmann have joined Lincoln Financial Group as sales directors for the Institutional Retirement Solutions Distribution (IRSD) team.

Great-West Financial expanded its suite of retirement readiness products and services for plan sponsors and participants.

Curtailing the current tax treatment of retirement savings plan contributions will reduce employers’ willingness to sponsor plans and workers’ ability to save, a survey suggests.

The Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) proposed a rule to help Chapter 7 bankruptcy trustees distribute retirement plan assets.