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Data from a new PricewaterhouseCoopers (PwC) survey shows that firms using an independent investment adviser (80%) to help them manage their plan are, on average, more likely to...

A provider search is often one of the most time consuming parts of a client relationship.

Congressional hearings focus on whether fees paid by 401(k) participants are fair and properly disclosed.

It is not easy to be in compliance with the new investment advice exemptions under the Pension Protection Act (PPA).

There are six unstoppable trends that are driving the economy today and that will shape business tomorrow, according to one academic.

“We’d like to pat ourselves on the back saying we’ve helped people but the evidence is not in our favor,″ said Steve Ulian, Senior Vice President with Fidelity...

The U.S. offers many tax preferences to encourage savings, but by and large they’ve failed.

Nearly half (44%) of affluent Americans, and 53% of those with more than $5 million in investable assets, have assets remaining in a former employer's retirement plan.

Not too long after my first daughter was born, my wife decided that we needed to have a vehicle with four doors.

Not too long after my first daughter was born, my wife decided that we needed to have a vehicle with four doors.

Advisers have many criteria to examine when helping clients select the right asset allocation fund.

Advisers focusing on capturing rollover assets from the 401(k) market can look to three areas: the roll-in, the rollover and the roll-on.

The Depository Trust&Clearing Corporation's (DTCC) Insurance Services platform will now support registered broker/dealers that create and sell non-insurance retirement and other benefit programs.

Are you a persuader or a partner?

Advisers should be proactive on helping their clients understand their plan fees in the coming year.

Advisers in the retirement plan industry make a difference

Advisers in the retirement plan industry make a difference

Retirement plan advisers can anticipate a continued focus on fee transparency in the coming months.

It used to be that a messy desk was considered to be the sign of a cluttered and inefficient mind (at least by so-called efficiency experts).

Investors increasingly turn to income investments and exchange-traded funds (ETFs).