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SSGA contends there are things retirement plan sponsors can do to help participants prepare for retirement before their mental capacity begins to wear away.

According to ICI data, at year-end 2014, nearly a third of Roth IRA investors were younger than 40, compared with just 15% of traditional IRA investors. 

IRS published a short, informal document explaining how its annual Cumulative List should be applied in the case of a terminating retirement plan. 

As long as plan sponsors make (and document) a reasonable effort to locate missing participants and benefices, they can leave alone Lines 4I of the Schedule H and...

While Rocaton Investment Advisors strongly advocates for 403(b) plans to consolidate recordkeepers, even those that don't can improve their plans.

Since retirees are spending less than they withdraw from financial accounts, they are accumulating money in checking accounts and may need to reinvest those assets, says Steve Utkus...

A new guide from Empower helps retirement plan advisers and sponsors check on the data security practices of recordkeepers.

Two-thirds of participants surveyed said helping them know how much more they should be saving or how much they should have in their retirement plan today is a...

The United States ranks 14th on the relative retirement security of its working population, according to the 2016 Global Retirement Index released by Natixis Global Asset Management.

Findings from a Natixis survey suggest many investors have expectations that “don’t reflect a full understanding of the risks of index funds versus the benefits.”

The upcoming webcast will detail major changes to the IRS determination letter and remedial plan amendment programs being implemented January 1. 

The IRS is asking DB plan sponsors to identify whether their plan has lump-sum risk transfer language.

Employees with access to financial education have more savings.

The paper from the DCIIA also presents a roadmap for implementing automatic plan features over time.

Kravitz released the 2016 National Cash Balance Research Report, showing a 19% increase in the number of new cash balance retirement plans and a rise in assets to $1 trillion. 

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model; Global Retirement Partners teams...

The independent broker/dealer network is making a team of technology experts available to help advisers utilize new client service and practice management technology platforms.

It was actually the wealthiest Americans who saw interest and effort in personal savings dip over the last year, while those lower down on the income scale were...

A confluence of generational, technological and consumer preference trends is driving a sea change in the traditional investment advisory business, according to J.D. Power researchers.