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A survey of sponsors of many different types of defined contribution (DC) retirement plans finds not all are following plan design and compliance best practices.

Financial professionals were increasingly focused on market volatility in the second quarter of 2014, says a quarterly adviser sentiment survey from Fidelity Financial Advisor Solutions.

Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500...

Despite an extended period of relatively calm markets, advisers say the top investor-initiated conversation remains on the topic of market volatility, according to a survey from Russell Investments.

The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.

Defined contribution (DC) plan participants on both sides of the Atlantic are worried about retirement, according to research from State Street Global Advisors (SSgA).

Who is using value-added tools from providers, and are they a useful addition for sales, lead generation and other facets of an adviser’s business? 

Jeff Bosco, a senior vice president, has been named the head of CUNA Mutual group’s wealth management business.

Schwab Intelligent Technologies reached an agreement with Morningstar, Inc. through which the investment research provider will participate in the Schwab OpenView Gateway technology platform.

Choosing the right share class needs careful consideration as the Department of Labor (DOL) is paying more attention to investment menu options.

MassMutual Retirement Services has appointed eight new relationship managers to further support retirement plan sponsor clients.

Want to see industry insiders instantly divide? Ask if a retirement plan adviser can assist participants in rolling assets out of the plan and into an IRA.

A federal appeals court has revived a stock drop case, filed against oil company BP Plc, based on a new precedent set by the U.S. Supreme Court.

Though the United States continues to face macroeconomic challenges, more elements of the economy are contributing to healthier growth, says Bob Doll of Nuveen Asset Management.

The Pension Resource Institute, LLC (PRI) reached a partnership agreement with FRA PlanTools that allows PRI subscribers to easily order and access FRA PLANbenchmark reports.

Several proposed tax reforms would restructure how retirement vehicles are taxed and could negatively impact retirement plans in a number of ways.

Pinnacle Plan Design hired Lauren Okum as a consulting actuary.

Two in five retirement plan participants polled said employers should give employees “a slight nudge” in encouraging them to save for retirement.

Research from Schwab Advisor Services shows registered investment advisers (RIAs) are enjoying their best growth since at least 2006, when Schwab launched its annual RIA Benchmarking Study.

The funding for defined benefit (DB) retirement plans sponsored by S&P 1500 companies showed a slight improvement during June, according to a recent analysis from Mercer.