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More than a decade passed between the two most recent mortality table updates from the Society of Actuaries, but retirement plan fiduciaries should expect the next updated mortality...

With an initial focus on gender diversity, Schwab Advisor Services unveiled the RIA Talent Advantage program and an associated online community to facilitate cross-firm discussion and innovation.

Automatic enrollment has been shown to increase the number of employees who save in their employer-sponsored defined contribution plan.

With the final approval of its first new mortality tables since 2000, the Society of Actuaries (SOA) has officially revised its benchmark for calculating the financial liabilities of...

The Department of the Treasury and the Internal Revenue Service have issued guidance designed to expand the use of income annuities in 401(k) plans.

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for retirement plans, as well as other retirement-related items for tax year 2015.

The more knowledge investors have about annuities, the more likely they are to positively perceive and own them, according to a LIMRA Secure Retirement Institute study.

A study by Transamerica reveals positive news for retirement savings in America, but there’s still room for improvement.

The U.S. Supreme Court announced early this month that it would review parts of an important 401(k) fee litigation case, Tibble v. Edison, sparking intense debate across the retirement planning...

The MFEA Star Awards program announced the first winners of the STAR Retirement Awards—a new awards category covering the retirement plan services marketplace.

What are some secrets to a thriving retirement plan business? Advisers share tips to increase this part of their book of business.

Participants in the Citigroup 401(k) plan can move forward with their claims plan fiduciaries violated the Employee Retirement Income Security Act (ERISA) by offering affiliated funds in the...

Move over, retirement, younger adults ages 18 to 34 have other financial concerns to save for, according to a survey from the nonprofit Consumer Federation of America.

 The U.S. Supreme Court’s decision to review parts of Tibble v. Edison International could have...

Retirement plan participants subscribe to a variety of wrong ideas about retirement and their retirement plans, but there are ways to set them on the right track.

Sponsors of hybrid retirement plans for employees now have clarity about how to credit interest to these plans.

A new strategy outline issued by the American Benefits Council (ABC) suggests the advocacy group will work to achieve public policy reform that more closely unifies health care...

The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.

The 2014 RIA (Registered Investment Advisors) Benchmarking Study from Schwab Advisor Services finds employees look beyond their base salary for meaningful compensation.

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.