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Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.

The delicate issue of clients who need to balance their own financial needs in retirement with the desire to help grownup children is a potentially loaded topic for...

A new education program from State Street Global Advisers (SSgA) offers financial professionals nearly 30 short courses on how to incorporate exchange-traded funds (ETFs) into investment portfolios.

Employees have a high interest in getting help with selecting the right household Social Security claiming strategy.

A federal appeals court has dismissed claims of a participant in Suntrust Bank’s 401(k) plan that the company engaged in “corporate self-dealing” at the expense of plan participants.

OTB Strategic Consulting, Inc., a business advisory firm, has launched The FIRE System, an online 401(k) self-assessment tool for plan fiduciaries.

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

Current regulations and the current plan administration landscape make it more likely plan sponsors are complying with Employee Retirement Income Security Act (ERISA) Section 404(c).

The latest release of the Milliman Pension Funding Index, which tracks performance at the largest U.S. private pension plans, shows February brought moderate funded status improvements despite falling...

One retirement plan service provider says collective investment trusts (CITs) can be a powerful answer to demand for customized target-date vehicles and less expensive investment strategies.

A federal appellate court found a registered investment adviser for two pension plans was not a fiduciary for those plans.

Recent court cases are not the first efforts to try to protect retirement assets for employees in plans that have been designated as “church” plans by the Internal...

Registered independent adviser and broker/dealer firm United Planners Financial Services says it is enacting staffing and organizational changes to better serve its adviser partners.

Internet and TV service providers, and wireless phone companies are responsible for consumers’ biggest gripes, a survey finds.

The funded status of the typical U.S. corporate pension plan improved 1.7% in February to reach 92.6%, as most asset classes gained during the month.

Blue Ridge ESOP Associates has named Kevin T. Rusch as the firm's director of plan administration.

BOK Financial Corporation says it has entered into an agreement to acquire MBM Advisors, a SEC-registered investment advisory firm specializing in retirement and pension plan services.

Estimated funding levels of pension plans sponsored by S&P 1500 companies fell 2% in February to 87%.

A number of industry groups have recommended expansions to nondiscrimination testing relief for closed defined benefit (DB) plans.

In a stronger position, new choices are being made in the management of pensions in Russell Investments’ $20 billion club.