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Invesco has updated its DC Plan Analyzer application to include detailed cost benchmarking capabilities that allow advisers to deliver plan expense comparisons directly to sponsor clients.

In a report sent to Congress and the Department of Labor, the Massachusetts Securities Division (MSD) is asking for improved disclosures to retirement plan participants of company match...

Summit Professional Networks has acquired Pension Data Resources, Inc. (PDR), known in the retirement planning industry for its PensionPlanet.com brand.

At the PLANSPONSOR National Conference in Chicago, four leading experts debated the merits of target-date funds (TDFs) versus target-risk funds (TRFs) and managed accounts.

Target-date funds (TDFs) are again put in the Department of Labor (DOL) spotlight for comments. Widely held in retirement accounts, TDFs may not be fully understood by investors. 

People expect to work longer and flexibility will become the new model for retirement, finds Aegon’s third Retirement Readiness survey.

Simplifying the 401(k) plan enrollment process may help employees save more effectively for retirement, says a recent paper from Bank of America Merrill Lynch.

The Alaska Supreme Court ruled unmarried domestic partners have a right to some retirement benefits via a qualified domestic relations order (QDRO).

Target-date funds are the most popular asset allocation strategy, especially for women, according to data from MassMutual’s Retirement Services Division.

Recent guidance from the Securities and Exchange Commission (SEC) on social media use in adviser advertising is helpful, says one compliance services provider, but the update leaves questions...

The Department of Labor’s Employee Benefits Security Administration (EBSA) filed a complaint in federal court against a Tennessee profit-sharing plan over allegedly imprudent margin investing that triggered plan...

Advisers with substantial corporate plan expertise who also meet specific criteria, including a nomination and application, have a new title at Bank of America Merrill Lynch.

Envestnet Tamarac, a division of Envestnet, Inc. that provides integrated portfolio software for independent advisers, has released the next generation of its client relationship management (CRM) application.

Jon Chambers and Tina Chambers joined SageView in the roles of managing director and senior retirement plan consultant, respectively.

Kimberly Mustin joined BNY Mellon Investment Management as head of North American distribution.

CUNA Mutual Retirement Solutions named eight regional sales consultants as part of the firm’s effort to expand its intermediary sales footprint.

The seventh release of the “Adviser Insights” study from Fidelity Investments suggests financial advisers are enjoying the highest levels of compensation and assets under management since 2007.