News

At the PLANADVISER National Conference in Orlando this week, a panel of industry experts discussed where the retirement industry stands and what is likely to be coming in the near...

Transamerica Retirement Services has launched RetireTrack, a Web-based interactive and customizable retirement savings tools for retirement plan participants. 

Vanguard will offer a bundled 401(k) and profit-sharing plan service for companies with assets of less than $20 million through a partnership with Ascensus.

Vanguard researchers report that the levels of market variations today are ordinary when compared to other periods characterized by major global events.

In an unusually volatile month, nervous investors redeemed an estimated $34 billion in net cash out of U.S. stock and bond mutual funds in August.

Jennifer A. Cooper, CFA, has established Diligence Review Corp. to meet the demand for specialty due diligence services.

According to CouponCabin’s first "Savings and Spending Report," 45% of U.S. adults said they feel less financially secure than they did one year ago, with 16% saying they...

The Fifth Circuit U.S. Court of Appeals reversed a ruling that allowed John Young, a former trader at Merrill Lynch, to be awarded benefits from the firm’s “Long-Term...

To empower employers and provide them with actionable information about their plan participants’ retirement readiness, Putnam Investments is making its Lifetime Income Score available more broadly to the...

Is social media the next step in marketing? Or is it a means to connect with participants? These and other questions were discussed at the PLANADVISER National Conference...

The majority of Americans think that planning for retirement is easier for those who are not married, according to Charles Schwab’s latest quarterly retirement pulse survey findings.

Few defined contribution investment managers are effectively positioned to grow market share, according to Cogent Research.

The Department of Labor has selected Mary Ellen Signorille to serve on the Advisory Council on Employee Welfare and Pension Benefit Plans, also known as the ERISA Advisory...

The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued an interim electronic disclosure policy for its participant fee disclosure regulations. 

Cambria Investment Management has filed paperwork with the Securities and Exchange Commission (SEC) to market its own line of actively managed exchange-traded funds (ETFs).

Although he is predicting “growth below trend,” BlackRock Chief Equity Strategist for Fundamental Equities, Robert Doll, told those at the PLANADVISER National Conference that the “vital signs of...

Paying a lump-sum distribution from a cash balance plan that was half of what a participant would have received if the plan had not been terminated was...

With fee disclosure rules leading many to predict fee compression for advisers, how can you justify charging more than the average? What does it take to become “the...

Russell Investments is aiming to help plan sponsors have a better understanding of if their participants are saving enough for retirement with its new “Target Replacement Income” (TRI)...

Fidelity Investments is rolling out a fixed income market research and education site.