News

More employers say recruitment and retention are among the top reasons for offering nonqualified deferred compensation plans to their key employees.

Timothy Baker, Tom Chimirri and Edwin Nunez joined 3D Asset Management Inc. as regional vice presidents on the business development team.

Financial advisers need to create a Starbucks client experience to drive profitability and growth, according to a white paper on client service. 

While Baby Boomers participating in pension plans may feel more flexibility around their expected retirement date, nearly half still expect to retire with debt.

Lincoln Financial Group’s Retirement Plan Services business introduced HeroPlus, a new nationwide Length of Service Award Program (LOSAP).

Leveraging data from its peer comparison tool, ING U.S. developed the ING State of Savings interactive map.

Most Americans say they would be happier if they had more money, but few are willing to trade family time for bigger bucks.

Although 75% of small-business owners view their employees as family, cost considerations prevent them from offering a retirement plan....

The proportion of all workers expecting to delay their retirement date is 44%, according to the 2012 Mercer Workplace Survey.

More than half of survey respondents said they would save more if their nest eggs did not measure up to those of their peers.

ING suggested six topics for advisers to address as part of a year-end plan review with plan sponsor clients.

ReviewMy401kPlan.com is set to launch soon as an online resource for plan sponsors to find and connect with qualified retirement plan advisers.

A record number of consumers (46%) are considering financial resolutions, according to Fidelity Investments’ fourth annual New Year Financial Resolutions Study.

A suite of online report templates was released to address the regulatory and custom needs of BNY Mellon’s Asset Servicing client base.

Paul Gamble was promoted to executive vice president of distribution and institutional services at Financial Engines, an independent registered investment adviser.

The continued volatility of global financial markets has identified weaknesses in investment portfolios, causing institutional investors to reconsider asset-allocation strategies.

Defined contribution (DC) plan fees hit a record low this year, according to a survey by NEPC LLC.

Automatic enrollment works to drive participation, New York Life Retirement Plan Services found in recent research.

Regulators released advance informational copies of the 2012 Form 5500 annual return/report and related instructions.

The American Society of Pension Professionals & Actuaries (ASPPA) asked the IRS to issue guidance clarifying the application of the one-year “holdout” rule.