News

Choosing to accelerate plan contributions, financed through borrowing, could benefit many defined benefit (DB) plan sponsors.

The Department of Labor (DOL) issued compliance information for employee benefit plans adversely affected by Hurricane Sandy.

High-net-worth investors are worried their portfolios will be negatively affected by tax code changes.

Christina Gregory has been named divisional vice president for CPI Qualified Plan Consultants’ Central/Southeast Division.

Defined benefit (DB) plans are prevalent in the health care market, offering opportunities for advisers to help with plan sponsors' concerns.

A 4% spending goal may still be a reasonable starting point for investors who follow a total-return spending approach, a research paper concludes.

Ascensus has agreed to acquire ExpertPlan, headquartered in East Windsor, New Jersey.

As older workers increasingly delay retirement, companies may find themselves grappling with an aging work force.

Broker/dealers in the LPL Financial LLC network will pay an extra $250 annually in fees for errors and omissions (E&O) insurance.

Reenrollment in a QDIA can help improve plan diversification, according to a Vanguard research paper.

There are ways to prevent missing out on the full value of Social Security, a Prudential white paper illustrates.

A Cogent Research study provides insight into what DC plan participants want from their plans and plan providers.

The Securities and Exchange Commission filed 147 enforcement actions against investment advisers and investment companies, one more than the previous year’s record number.

A significant number of investors are lowering their expectations for their retirement lifestyle.

The Guardian Insurance & Annuity Company expanded its investment option lineup for two qualified retirement plan platforms.

Stock and bond funds saw more than $1 trillion of capital appreciation in 2012 so far, according to Strategic Insight.

Generation X and Generation Y account for 55% of the participants in defined contribution (DC) plans administered by MassMutual.

A new tool from Charles Schwab, Compliance Solutions is designed to help companies meet regulatory requirements, manage risk and protect their reputations.

Three out of four adults said they prefer to receive retirement plan information on paper.

The U.S. institutional market is projected to increase 36%, to $18 trillion, within the next five years.