Tag: Practice management

Separated defined benefit (DB) plan participants have been on the rise since 2004—a sweet spot for advisers targeting lump-sum distributions, research found.

Mesirow Financial Investment Strategies’ Fiduciary Partnership Services are now available through Vanguard Retirement Plan Access.

Seventy-nine percent of Americans responding to an Edward Jones survey admitted they have committed a mistake with regard to their finances.

The Income Simulator from Fidelity Investments is an online guidance tool that shows retirement plan participants how savings translates into actual retirement income.

Despite belief they will need to set aside a large portion of income to have a secure retirement, Americans seem unable to do so.

Twenty-two percent of workers in the 2013 Retirement Confidence Survey (RCS) say the age at which they expect to retire has increased in the past year.

The Future of Finance Project’s aim is to shape financial services into a more trustworthy industry.

The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) has resources for participants to learn about plan fees.

Neuberger Berman Group LLC rolled out retirement share classes (R6 shares) for seven of its mutual funds.

Traditionally, each generation is typically wealthier than the previous one at any given age.

The relative attractiveness of annuitizing pension liabilities was virtually unchanged in February.

Women of color, even those with access to employer-sponsored plans, are not prepared for retirement, a survey indicates.

Advisers may think they are recommending the best products, but what do their clients think of the advice?

Another lawsuit has been filed against Fidelity Investments regarding its use of float income.

Eric Dyson has joined USI Consulting Group as vice president of retirement services.

The Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank) requires that swap transactions go through a clearing process.

Paul Myers has joined Mercer as principal in the communications practice of the firm’s talent business.

Stock and bond mutual funds are on track to set an all-time quarterly flows record, nearing $200 billion, in the first quarter of 2013.

Many Americans misunderstand how Social Security works, a survey found.

The American Taxpayer Relief Act of 2012, otherwise known as the “fiscal cliff” tax legislation, had no direct impact on the tax treatment of nonqualified deferred compensation (NQDC)...