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Even skilled self-directed investors want to receive support when it comes to planning and achieving financial goals, according to the J.D. Power 2015 Self-Directed Investor Satisfaction Study.

A new paper from the Defined Contribution Institutional Investment Association outlines best practices for promoting retirement readiness in the defined contribution plan context. 

The number of mega plans offering managed accounts has grown 13 percentage points in the last year.

A survey of North American defined benefit (DB) pension plan professionals conducted by Clear Path Analysis found 23% are still considering transferring plan liabilities to a third-party insurer...

Only certain tax-exempt employers are eligible to sponsor an Internal Revenue Code Section 403(b) plan, and a given employer’s exemption must be carefully protected through proper documentation and...

A Business Insider video has been making the rounds lately, notable for its message: that investing in a 401(k) is “a complete waste of money” for Millennials.

The Defined Contribution Real Estate Council (DCREC) launched a podcast series aimed at educating plan sponsors and advisers about the potential benefits and risks of using commercial real...

Penbridge Advisors announced the release of an advanced pension risk transfer (PRT) index charting tool that improves plan sponsor and adviser understanding of annuity buy-out pricing and other...

Some believe more 401(k) plans will switch to government money market funds to respond to SEC rule changes.

The cybersecurity of registered investment advisers (RIAs) is an important issue, says the Securities and Exchange Commission (SEC) in a guidance update.

“Top hat” retirement plans aren’t subject to many ERISA requirements, but the unique treatment of the plans under employee benefit and tax law can lead to plan sponsor...

The DOL’s proposed fiduciary rule is complex and wide-reaching, one experienced ERISA attorney tells PLANADVISER, so the financial industry needs more time to digest the potential implications.

Qualitative risk tolerance assessments are ambiguous and unhelpful to investors, says a new white paper.

Federal government rulemaking seldom moves quickly, and in the case of the DOL fiduciary rule, observers warn the final impact of the consumer protection regulation remains anyone’s guess.

More companies are adding or considering financial wellness programs for their participants, according to Bank of America Merrill Lynch's Workplace Benefits Report.

With so much industry attention fixed on the DOL’s proposed fiduciary rule language, plan sponsor clients will undoubtedly be asking, “What does it mean for us and our...

A study by the DOL has alerted the AICPA to some issues with retirement plan financial audits.

By its nature as a fundamental mechanism of ERISA, the fiduciary standard applies to a myriad of highly specific circumstances playing out between retirement plan advisers and sponsors...

After years of waiting, the retirement plan industry will later today see a revised “consumer protection proposal” from the Department of Labor that some expect to redefine ERISA’s...