Tag: Fiduciary adviser

An analysis published recently in the Benefits Law Journal guides plan officials through the process of building a fiduciary framework for selecting lifetime income options.

While it’s true that advisers are often hired to assist with defined contribution (DC) retirement plans, knowledge of defined benefit (DB) issues can still be a big value-add.

A survey of sponsors of many different types of defined contribution (DC) retirement plans finds not all are following plan design and compliance best practices.

Despite an extended period of relatively calm markets, advisers say the top investor-initiated conversation remains on the topic of market volatility, according to a survey from Russell Investments.

Retirement plan sponsors may want to offer so-called responsible investment options in their plans, but may have some concerns.

Defined contribution (DC) plan participants on both sides of the Atlantic are worried about retirement, according to research from State Street Global Advisors (SSgA).

United Benefit Advisors (UBA) named Les McPhearson as the organization’s next chief executive officer.

The Pension Resource Institute, LLC (PRI) reached a partnership agreement with FRA PlanTools that allows PRI subscribers to easily order and access FRA PLANbenchmark reports.

The American College of Financial Services launched a redesigned chartered financial consultant (ChFC) designation program featuring new courses and content that better reflects today's financial planning challenges.

Now that the White House has taken a hand in the redrafting process, it’s anyone’s guess whether the Department of Labor (DOL) will come out with a proposal...

American National Bank of Texas (ANB) has teamed up with several firms to offer a retirement plan services solution known as the Select Open Architecture Retirement (SOAR) program.

MassMutual Retirement is partnering with BlackRock to introduce a customizable, lower-cost alternative to managed accounts for use in defined contribution (DC) retirement plans, called MassMutual Managed Allocations.

Nearly one in four investors say they aren’t sure why they haven’t sought professional financial advice, a survey shows, and an equal number feel advice is too expensive.

Target-date funds (TDFs) are an important tool for workplace retirement investors, says Steven Anderson, of Schwab Retirement Plan Services, but more efficient methods of delegated lifecycle investing are...

Same-gender couples with children are emerging leaders when it comes to family financial stability and successful long-term planning, according to a new analysis from financial services provider Allianz.

Registered investment advisory firm Redhawk Wealth Advisors has partnered with online investment advice provider Jemstep to deliver digital investment advice solutions under the Redhawk Online Advisor brand.

One lesson Stuart Ritter, of T. Rowe Price Investment Services, strives to impress on the public is that $25,000 saved and $25,000 borrowed are far from equivalent.

Generations X and Y K-12 educators would prefer to learn about financial planning issues at work, and there are certain areas in which they need more education, a...

Mutual of Omaha Retirement Services is now offering 401(k) Admin Advantage, an Employee Retirement Income Security Act (ERISA) 3(16) administration service.