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Access to financial planning and financial wellness resources is important to enjoying a comfortable retirement.

The financial software developer launched The Enterprise Retirement Planner, which allows advisers to generate and distribute personalized retirement plans and produce plan sponsor scorecards.

More American workers (78%) would rather receive a great holiday gift—monogrammed tote, apparel or gourmet treat—than have an office party, a survey found.

A federal appeals court ruled certain benefit enhancements adopted within a pension plan are protected accrued benefits under the Employee Retirement Income Security Act (ERISA).

Socially responsible investing is no longer just a matter of screening out companies with interests in the “big five” industries—alcohol, tobacco, gambling, pornography and firearms.

American Century Investments has launched a new online tool for retirement plan sponsors and advisers to better assess plan effectiveness.

The American Benefits Council wants to clarify possible misconceptions surrounding deficit information from the Pension Benefit Guaranty Corporation (PBGC).

The annual report of the Pension Benefit Guaranty Corporation (PBGC) puts the agency’s deficit at about $36 billion for the 2013 fiscal year.

The value for the Dietrich Pension Risk Transfer Index has increased since October.

FlexShares has launched its Global Quality Real Estate Index Fund.

If a self-driving or autonomous car were available, one in five Americans say they’d never take the wheel again, a survey found.

Six years may be a good document retention yardstick, but advisers should warn their plan sponsor clients that it may not be right for retirement plans.

Householder Group, a network of 40 independent hybrid advisory practices, joined LPL Financial’s suite of broker/dealer and registered investment adviser (RIA) custodial platforms.

A number of firms that manage money market mutual funds have made comments to the Securities and Exchange Commission (SEC) about proposed reforms of such funds.

Retirement plan participants need more education about contribution deferral limits, according to a recent survey.

Retirement investing is at the top of the financial to-do list for affluent Americans, according to Bank of America’s latest Merrill Edge Report.

As rising debt levels push aside retirement savings, access to financial education and advice may be part of the solution.

The complexity of alternative investments prevents many financial advisers from advocating their addition to client portfolios, despite the diversity and volatility advantages alternatives can confer.

Referrals are all about fear!  Asking your best clients and centers of influence (COIs) to connect you with their friends and colleagues is like asking them to write...