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Many pension plan sponsors could use help overcoming misconceptions about transferring liabilities to an insurer.

A common category of errors found by the IRS, 403(b) plans need to understand all provisions of the universal availability rules.

The advocacy organization suggests increasing global market volatility is directly tied to “the decades-long push by fiscal conservatives to dismantle public-employee pensions.”

Reflecting the change in their own clients’ expectations, more financial advisers say they prefer to receive general thought leadership and market commentary from service provider partners, in lieu...

The latest mutual fund flow numbers put out by Strategic Insight show healthy inflows for a variety of bond fund types. 

The American Benefits Council explains in a letter to the IRS that more time is needed before they go into effect.

The PBGC has issued an interim final rule adjusting notice failure penalties.

Guardian moves to expand investment flexibility with new options; Northern Trust enhances solution for fair value leveling through collaboration with Interactive Data; Nuveen Asset Management introduces pension liability...

Retirement prep is generally thought of as a matter of dollars and cents, but new Merrill Lynch research considers an asset even more fundamental to a successful retirement.

The IRS has sent a reminder that many tax-exempt organizations' Form 990 filing is due soon.

A Willis Towers Watson survey found less than 10% of plan participants that have the option currently make Roth 401(k) contributions.

Retirement plan advisers and sponsors should consider the compounding effect on fees when making fee decisions.

Helping plan sponsors make certain plan design decisions and helping employees make the right savings and investing decisions can significantly increase retirement outcomes, the GAO found.

“Given so many Baby Boomers are retiring or preparing for retirement, it is not surprising that advisers are seeing more of their business dominated by the needs of...

If a client at age 65 is hesitant to work with an adviser who is much younger than they are, what’s going to happen in 10 years? Or...

Conventional wisdom says that as confidence falls, thirst for advice climbs. 

Cerulli Associates outlines various hurdles to wider managed account adoption in a new report, while urging advisers to consider how managed accounts can complement TDFs. 

Vanguard reports fund expense reductions; Fidelity launches expanded private equity platform; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform.

In a letter to lawmakers, ICI's president urged Congress to support bills that offer a different way to implement a best interest standard.

Language used to describe annuities should reduce the possibility of death-related thoughts, the researchers suggest.