News

Being eligible to participate in a 401(k) is critical in closing the retirement savings gap for Generation X, according to the Employee Benefit Research Institute (EBRI).

Long-term mutual funds recorded their smallest monthly intake year to date in May, with $14.1 billion in new assets.  

When choosing investment products for retirement, male Boomers care most about rate of return followed by the investment’s past performance, a survey found.

The tax firm KPMG LLP formed an alliance with Axiom Software Laboratories Inc. to address new regulatory requirements facing investment advisers, such as Form PF.

Women’s confidence in their retirement preparedness has slipped, and they are still behind men in terms of how much...

DST Retirement Solutions has tapped Andy Jordan to lead its digital strategies teams.

Unified Trust Company named Monika Hubbard institutional consultant for its Retirement Services Consulting Group.

Lincoln Financial Distributors announced itsChoicePlus Assurancevariable annuity was added to Wells Fargo Advisors LLC’s advisory variable annuity program.

 Software app from Mediant Communications lets advisers monitor and view documents mailed to their clients to help them evaluate their importance.   

 ExpertPlan has completed its acquisition of US Retirement Plan Recordkeeping LLC’s (USRP) existing recordkeeping plan business.   

The asset manager F-Squared Investments upgraded its AlphaSector Fixed Income Indices. 

More advisers should be bound by the Employee Retirement Income Security Act (ERISA) fiduciary standard, a survey found. 

Plan sponsors should not rely on replacement rate studies when differentiating plan providers, a research paper contends.

Smartphones may have revolutionized how we communicate, but according to researchers at Tel Aviv University, they're also upending traditional ideas of privacy—especially in public. 

A simplified retirement plan menu is best for plan participants and sponsors, panelists at the 2012 PLANSPONSOR National Conference agreed.

 Paychex Inc. launched a mobile smartphone application giving employees access to personal payroll, benefits and retirement information.  

Thomas Brown Hammond was sentenced Wednesday to four years and nine months in prison for retirement fund theft.

One out of every two Americans surveyed is not looking forward to retirement.

The Guardian Insurance & Annuity Co. Inc. (GIAC) named Roger Rocha regional vice president for retirement plan sales for northern Los Angeles.

The Securities and Exchange Commission (SEC) released amendments to the pay-to-play rule under the Investment Advisers Act of 1940.