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WhartonHill’s leaders say they will also continue their partnership with both Global Retirement Partners and LPL Financial, “and look forward to expanding that relationship going forward.”

What strategies are most effective for attracting younger and more diverse job candidates?

How NQDC plans can help plan sponsor clients attract, retain and reward key employees and executives.

Safeway and Aon Hewitt Investment Consulting will pay a combined $8.5 million to settle two lawsuits accusing them of causing excessive fees in Safeway's 401(k) plan.

Managed accounts, target-date funds, hybrid funds and risk-based models are all prevalent in today’s defined contribution retirement plan marketplace.

“We’ve heard the need for these investment options in 403(b) plans from advisers, consultants and plan sponsors for decades,” says Bruce Corcoran, managing vice president/head of 403(b) Business...

Industry insiders discuss what a ‘true financial wellness program’ is and is not—and what it should consist of.

Hub’s buying streak of established retirement plan advisory firms continues with the acquisition of EPIC Retirement Services Consulting in New York. 

The attorneys argue that the CalSavers program goes against ERISA's intent for a voluntary benefits offering and a nationally uniform plan administration structure.

Offering guidance to participants is critically important, advisers say, and can yield profitable wealth management relationships.

Experts discuss changes that will affect advisers, such as Reg BI, the new Customer Relationship Summary form and the DOL, post-Secretary Acosta.

The RetireSmart app also allows retirement savers to link to RetireSmart.com, an online site that provides information and tools to help retirement savers reach their goals.

“We're excited for Barbara Delaney and the team to join Hub,” said David Reich, National President, Hub Retirement and Private Wealth.

Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company.

Representatives from the 2019 Retirement Plan Advisers of the Year awards program detail their practice outlooks, client services and team structures.

The two entities look to encourage CIT adoption among investors, a move that they say has stalled due to low awareness of the funds.

Studies show all generations find legacy planning important and those who receive an inheritance feel more financially secure. And, Lincoln Financial has introduced a product to help advisers...

Even outside of saving for retirement or a college education, an investor’s ability to save for any future goal is drastically diminished by the proposed financial transaction tax...

With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms.

The audit service provides an in-depth assessment of the digital user experience offered by retirement plan recordkeepers to plan sponsors.