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It’s happened before and it will happen again—a hike in PBGC premiums and shifting SOA mortality projections have materially raised the cost of running a pension plan. 

The Retail Investor Protection Act is likely to be vetoed by the White House.

Advisers registered with NAPFA share the top pieces of advice for investors five, 10 and 20 years out from retirement. 

Celent shares helpful tips for how to choose and smoothly implement new advisory practice technologies—and why embracing new tech is not really an option.

Spectrem study examines the role and scope of the relationship between wealthy investors and their financial advisers, finding most well-off clients want deeply considerate and personal service.

Most well-off Americans have found a steadier option than Social Security or pension: help from their networking circles.

The perceived cost of advice can prevent Americans actually seeking it.

Global retirement readiness rankings are inherently subjective and often controversial, but Mercer says the U.S. is clearly slipping compared with some other developed nations.  

Thinking the retirement industry has failed to deliver on its goals, state governments are trying to get into the retirement business.

Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.

If any conclusions can be drawn about the expanding use of so-called robo adviser technologies, it’s that automation is not an all-or-nothing game. 

There was no increase in inflation in the third quarter, so under current law, there will be no increase in Social Security payments.

The features of cash balance plans that make them easier to understand and make costs more predictable also create opportunity for advisers with skill structuring DB investments.

Amid the rise of automated solutions and tech-driven plans, people still want a human voice.

Retaining the stock may be best despite litigation risk—and advisers can show the plan sponsor how to do company stock in DC plans the right way.

The SEC approved a proposal from FINRA to amend FINRA Rule 2210, such that a hyperlink to FINRA BrokerCheck must be prominently displayed on all brokers’ websites. 

A court found purposeful miscommunications led participant to expect a different benefit than they were accruing.

New hires and promotions at BlackRock, The Retirement Advantage, ARA and more, and a new director takes the helm of the PBGC.

The use of social media, particularly LinkedIn, with financial professionals continues to grow, and many say they have seen a related performance boost.