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Regulation may be slowing the push for alternative investments by retirement plans and other institutional investors, Cerulli Associates finds.

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system.

An individual departing the workforce today will see out-of-pocket health care costs grow 7% annually throughout retirement, an analysis from J.P. Morgan Asset Management suggests.

More retirement plans may get the benefits of collective investment trusts (CITs) under a new Internal Revenue Service (IRS) ruling.

Safe harbor 401(k) plans require an initial plan year at least three months long, making October 1 the effective deadline for establishing a new safe harbor plan in...

The retirement plan world of 1974, when the Employee Retirement Income Security Act was passed, is almost unrecognizable to the one we live in. 

Defined contribution plan sponsors may find it challenging to get employees to engage in retirement saving and planning, but there are ways to get employees’ attention.

The Securities and Exchange Commission (SEC) adopted revisions to rules governing the disclosure, reporting, and offering process for asset-backed securities (ABS), as well as new requirements for credit...

The U.S. Solicitor General has filed a brief asking the United States Supreme Court to review parts of a widely followed 401(k) fee litigation case, Tibble v. Edison International.

A new paper published by the Social Science Research Network recommends a single private defined contribution (DC) pension system that can cover all working Americans, with a single...

Workers in most developed economies are struggling to address the financial implications of increased longevity and a lack of guaranteed income in retirement.

Plan size, average participant account balance, and percentage of plan assets invested in diversified equity holdings are drivers of defined contribution (DC) plan fees, a study finds.

Lincoln Financial Group’s Retirement Plan Services business enhanced its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement plan program.

Many small business owners in the U.S. have trouble focusing on their own retirement preparedness, despite generally high levels of personal wealth and financial savviness.

Rebounding from the economic downturn of 2008/2009, retirement plan participants and plan sponsors are renewing their focus on their retirement benefits.

The Social Security Administration has declared this week “National my Social Security Week.”

Sponsors of terminated defined contribution (DC) plans can use new guidance from the Department of Labor (DOL) to satisfy the regulator’s expectations for finding and paying missing participants.

A new report from the U.S. Congress’ Joint Committee on Taxation offers a glimpse into the federal government’s perception of the tax benefits associated with retirement planning.

The lack of key considerations, such as the effect of future contributions to retirement plans, leads some research to paint an inaccurate picture of Gen X’s retirement readiness.