News

Third-party administrator Trinity Pension Consultants released the Cash Balance (CB) Navigator mobile application, enabling advisers to generate a client’s maximum annual contribution amount.

Setting a higher starting point for retirement plan contributions would make a significant difference in improving workers’ likelihood of a financially viable retirement, research found.

WD Financial joined Pensionmark Retirement Group’s network of advisers with W. Dean Salyer III as the branch’s managing director.

Saturna Capital Corp. has appointed Paul Meeks, CFA, to the new dual role of director of institutional investing and senior equity analyst.

SunGard released a new version of its Omni Web Solution for defined contribution and defined benefit plan participants, plan sponsors and customer representatives.

North American investor confidence continued to decline this month, according to State Street Global Markets.

LPL Financial LLC added two portfolios from LPL Financial Research and two managed alternative investment portfolios from Fortigent to its Model Wealth Portfolios (MWP) platform.

Three in four U.S. institutional investors (74%) have changed their approach to risk management over the past five years.

Neil Chaffee will fill Newport Group’s newly created position of vice president, leading the marketing and business development of the firm’s financial institution areas.

A library of videos, articles and infographics was launched by Putnam Investments aimed at helping advisers to use social media and technology in practice management.

403(b)s have been excused by the Securities and Exchange Commission (SEC) from obtaining certain acknowledgements.

The Financial Industry Regulatory Authority (FINRA) fined Merrill Lynch, Pierce, Fenner & Smith Inc. $500,000 for failing to file hundreds of required reports.

Nearly two-thirds of private-industry workers had access to some form of retirement plan, according to data from the U.S. Bureau of Labor Statistics (BLS). 

New York Life launched Income Plus, a variable annuity designed to meet the needs of pre-retiree Baby Boomers who seek a guaranteed future lifetime income stream amid volatile...

Northern Trust is offering participant access to its retirement benefit payment detail via its Web portal, Passport.

RetireEase Choice, a flexible premium deferred income annuity from MassMutual, was designed to guarantee a future income stream for financial security.

A federal appellate court ruled that an employer’s failure to keep adequate records shifts the burden of proof to the employer that it does not owe contributions to...

An education policy statement and an education strategy document are helpful in building a retirement plan education program for employees.

Hartford Investment Management Co. (HIMCO), a subsidiary of The Hartford, has appointed Erica Evans executive vice president and head of sales and marketing, effective October 1. 

During a Senate Committee on Health, Education, Labor and Pensions’ roundtable, witnesses agreed business owners need incentives to offer retirement plans.