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Christopher Hale has joined The Standard as a retirement plan consultant for the Central sales region.

The Aegon Retirement Readiness Survey 2015 shows clearly that habitual savers are more prepared for retirement than peers saving only periodically—an effect which magnifies significantly over time.

A study from the Center for Retirement Research at Boston College finds even the wealthiest segment of savers has trouble with long-term financial planning—implying automation and simplicity are...

The basics of fiduciary duties—overwhelming to some plan sponsors—can be an opportunity to provide critical education on fees and ERISA plan fundamentals.

Some have taken the Supreme Court’s decision in Tibble vs. Edison as paving the way for increased litigation based on the “duty to monitor,” but this is not...

While market returns and auto-features are expected to tamper the impact of Boomer-driven outflows, advisers see the need to prompt additional savings to keep plans healthy.

Reforms by the SEC to modernize financial adviser disclosures remain in the early stages, but the eventual impact could be substantial for firms offering separate account services to...

Educated participants have higher levels of trust, higher savings rates and greater use of retirement planning tools, NARPP finds in a report.

Jesse Gelsomini, a partner in Haynes and Boone LLP specializing in employee benefits, feels the Supreme Court decision in Tibble v. Edison has strengthened the ongoing duty to monitor...

A decision from the Supreme Court of the United States seems to solidify the “ongoing duty to monitor” investments as a fiduciary duty that is separate and distinct...

Investors want an adviser relationship that is personal, engaged and informative, says a survey by Hartford Funds.

Some industry providers have suggested a recent Internal Revenue Service publication goes against prior guidance on documentation requirements for hardship loans and withdrawals, but others disagree with that...

In finance as in physics, investment market forces produce both upside and downside. It's a phenomenon that is especially apparent when discussing low interest rates.

U.S. employers could see a shift in staffing pressures as so-called retired Boomers look to change careers or stay in the workforce, at least part-time, a report says.

An even simpler enrollment process helped drive up retirement plan participation rates and positive participant behaviors, according to Bank of America Merrill Lynch.

Amendments to the Internal Revenue Service’s Employee Plans Compliance Resolution System are expected to ease compliance and reduce costs for retirement plan sponsors.

International law firm Dorsey & Whitney LLP has named Elizabeth Deckman partner in the benefits and compensation group of its Seattle office.

Many Baby Boomers and members of Generation X feel the traditional notion of retirement is out of reach, according to a study from Allianz Life.

Some believe more 401(k) plans will switch to government money market funds to respond to SEC rule changes.

Employees of small independent businesses would especially benefit from an expansion of accessibility and a simplification of rules applying to multiple employer plans, according to a report from...