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A recent U.S. Senate Finance Committee hearing covered numerous retirement-related topics, including proposals to streamline plan-testing requirements and others that could radically change defined contribution (DC) plans.

For industry executives on one panel at the 2014 PLANADVISER National Conference, retirement plan sponsor and participant education is a three-part effort.

Morningstar Inc. introduced the industry's first strategic beta exchange-traded product (ETP) classification system, to help investors better identify, compare and analyze strategic beta investment products.

As software, applications (apps) and technological devices continue to evolve, they will effectively support rather than replace retirement plan advisers.

Financial services providers are failing to connect with the Millennial generation, according to new study by BNY Mellon and the University of Oxford.

The role of financial advisers in the portfolio construction and management process is a topic of ongoing debate, says financial research firm Cerulli Associates.

Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added four specialists to its retirement plan services intermediary sales team.

From New England and the Great Lakes to the farthest South, here’s where to find trees showing off their fall color, according to TripAdvisor’s survey of the top...

Edmund F. Murphy III has been named president of Great-West Financial’s combined retirement organization, integrating the businesses of Great-West Financial, Putnam Investments and J.P. Morgan Retirement Plan Services.

Invesco PowerShares Capital Management, LLC listed the PowerShares LadderRite 0-5 Year Corporate Bond Portfolio (LDRI) on the NASDAQ.

John O’Leary has joined Benetech Inc., a third-party administration (TPA) firm supporting advisers in the small- and mid-size retirement plan market, as a regional pension consultant.

BBB-rated corporate bonds merit important consideration in the asset allocation of pension funds implementing liability-driven investing (LDI) strategies, Standish Mellon Asset Management contends.

More Americans want financial advice, especially about retirement: A substantial majority (86%) sought out retirement-related advice, a study finds. 

Retirement plan participants and other long-term investors should favor low-volatility stocks over riskier equities, according to a new analysis from Research Affiliates LLC.

The Guardian Insurance & Annuity Company, Inc. (GIAC) added 21 investment options to The Guardian Choice and The Guardian Advantage group retirement plan products.

Sports fans turn increasingly to mobile devices and social media to keep up on scores and their favorite teams’ news, a survey says. 

Great-West Financial has completed its acquisition of the J.P. Morgan Retirement Plan Services large-market recordkeeping business.

Safe harbor 401(k) plans require an initial plan year at least three months long, making October 1 the effective deadline for establishing a new safe harbor plan in...

PSA Insurance & Financial Services Inc. has established a strategic partnership with The PFE Group that unites the companies' fiduciary consulting practices.

For four decades, the Employee Retirement Income Security Act of 1974 (ERISA) has provided a durable federal framework for employers that sponsor health and retirement benefit plans for...