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A narrowing optimism gap puts advisers and investors in a more similar state of mind. Retention and improving service are top concerns.

Financial and retirement services provider OneAmerica announced that J. Scott Davison will become the company’s new CEO on April 1, upon the retirement of current CEO Dayton H....

Most Boomers mistakenly think the Affordable Care Act covers the costs of long-term care in retirement, a survey says. 

A federal appeals court upheld a ruling that an employer did not violate anti-cutback rules when paying lump sums from a terminated pension plan.

The American Academy of Actuaries has released a report that provides guidance for evaluating retirement plans.

The Dietrich Pension Risk Transfer Index has started 2014 on a high note, climbing 1.2 points since December 2013.

Consulting firm Mercer has released explanatory material about Social Security and Medicare that may prove useful to plan sponsors and advisers.

Advisers note that consumer anxiety has a negative impact on financial planning and investment decisions, a survey of financial advisers finds. 

Regions Financial Corporation has agreed to settle a lawsuit relating to its offering of company stock and certain Morgan Keegan funds in its retirement plan.

From a fiduciary perspective, defined contribution (DC) plan sponsors largely focused their time on fees and compliance in 2013, according to data from Callan.

More employees are participating in employer-sponsored retirement plans, thanks to plan design changes, but there are still improvements that can be made.

The Bipartisan Budget Act of 2013, signed into law in December, increases both the flat- and variable-rate single-employer Pension Benefit Guaranty Corporation (PBGC) premiums.

We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.

Saturna Capital Corporation has launched lower-cost institutional shares of the no-load Amana Income, Amana Growth, and Amana Developing World funds.

Historic missions, indie boutiques, local arts and theater, and local food are the highlights in survey’s best U.S. cities for a weekend escape. 

Military families with a financial adviser are more likely to feel confident about retirement than those not receiving advice, new research shows.

Putting a tilt on his 2013 forecast, Bob Doll of Nuveen Asset Management predicts a grind-higher economy and a muddle-through stock market for the year ahead. 

The funded status of U.S. corporate pension plans reached 95.2% in December 2013.

Nuance Investments, a classic value investment firm, has launched the Nuance Mid Cap Value Fund.

Chris Blair joined Mercer’s San Francisco office as a principal for the firm’s defined contribution (DC) adviser specialty practice.