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The Rosenbaum Law Firm P.C., specializing in retirement plan costs, design issues, and liability concerns, has formed a partnership with BrightScope to create the "Retirement Plan...

Legislators have suggested that the U.S. Department of Labor re-propose its change to the definition of fiduciary and include more economic analysis.

Phyllis Borzi, Assistant Secretary of Labor of EBSA, told legislators it is imperative that impartial investment advice be accessible and affordable to retirement plan sponsors and participants.

The need for ongoing holistic service from a third party is leading many plan sponsors to opt for a retirement plan adviser that works on a fee or...

The First Command Financial Behaviors Index report illustrates that the continuing economic turmoil is becoming a way of life for middle-class consumers. 

Brian H. Graff, executive director and CEO of the American Society of Pension Professionals & Actuaries (ASPPA) issued a response to the budget proposal introduced by a bipartisan...

Commonwealth Financial Network has partnered with Broadridge Financial Solutions to offer its advisers access to Broadridge’s Forefield applications.  

At last week’s Northeast Area Benefits Conference, co-sponsored by the IRS and ASPPA, two Certified Public Accountants discussed the many moving parts of a retirement plan audit.  

A recent survey of U.S. consumers and financial advisers set out to measure differences in perception when looking at an adviser’s level of honesty, trustworthiness, ability to deliver...

Van Eck Global has released its Market Vectors CEF Municipal Income ETF (XMPT), the first exchange-traded fund (ETF) to specifically focus on closed-end municipal bond funds.

Kansas-based retirement service provider, CPI Qualified Plan Consultants, Inc., is releasing a 401(k) program available exclusively to Edward Jones financial advisers.

At a conference in New York City this week, sponsored by the IRS and ASPPA, Craig Hoffman, General Counsel for ASPPA, discussed several hot-button issues working their way...

A new study sponsored found a significant shift in attitudes and actions regarding retirement in Americans since an initial study in 2001.

Although regulatory changes to fiduciary responsibilities and disclosures loom on the horizon, plan sponsors of all sizes say that strong fiduciary support services falls low on the list...

The results of the 12th Annual Transamerica Retirement Survey reveal employer confidence is rising and it appears to be translating into a renewed commitment to retirement benefits for...

Wells Fargo Funds Management and the Wisconsin College Savings Program Board have announced several changes to EdVest, Wisconsin’s college savings plan. 

Pershing LLC, a BNY Mellon company, has published a study arguing that asset consolidation can potentially double profitability, boost productivity, and advance client relationships.  

Since the market downturn of 2008, there has been increasing debate on whether target-date funds (TDFs) should take retirement plan participants “to” retirement or “through” retirement.

Echo Point Investment Management has appointed Howard Hassen as Consultant Relations Specialist.