News

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.

Retirement plan participants need investment advice, and from the right place, according to panelists at the 2012 PLANSPONSOR National Conference.

Investors put $14 billion in net inflows into stock and bond mutual funds in the U.S. in May.

U.S. exchange-traded funds (ETFs) saw roughly $2 billion in net inflows in May.

Distinguishing between education and advice is among the most difficult issues when updating the definition of fiduciary, according to a Department of Labor (DOL) official.

Default deferral rates in 401(k) plans with automatic enrollment led to higher participant retention, according to a study of New York Life Retirement Services’ clients.

Workers are making progress in closing the gap between the money they’ll need in retirement and what they are on track to accumulate.