News

Charles Schwab Lowers Trade Commissions and Index Fund Fees; Symons Capital Releases Small Cap Equity Mutual Fund; Pantheon Targets DC Plans for Private Equity Strategies; and more.

One of the first steps state-run plans for private-sector employees that have been passed are taking is issuing RFPs for recordkeepers and investment managers.

Liveoak Technologies will provide solutions to streamline onboarding of new corporate customers. 

The Getting It Right - Know Your Fiduciary Responsibilities seminar will be held at Arizona State University - Skysong on February 15.

The average balance rose by $4,300 in 2016.

More than half of Americans believe the Trump administration will have an impact on their retirement savings strategies.

“We’re encouraged by the results and are working hard to expand the program to more plan sponsors,” says Carlos Rojas, director of consumer and cultural engagement at Principal,...

Like individual investors, TDF portfolio managers feel pressure to react to short-term trends and speculative market headlines; as with individuals, performance depends on efficient portfolios and a principled...

The agency has adjusted for inflation penalties for certain reporting failures.

The iRetire platform estimates annual retirement income and helps advisers guide their clients through different strategies that can close the income gap.

Forty-two percent of Gen Xers and Baby Boomers surveyed say they plan to mostly or entirely rely of Social Security.

Defined contribution retirement plan industry professionals certainly have heard the “TDF versus managed account” debate; increasingly, providers are seeking a middle ground. 

Betterment will now offer three different plans including a premium option offering investors access to licensed financial experts who can offer advice and monitor their accounts year round.

New programs and education are designed to get participants more engaged with their retirement plans.

In the latest annual update of its retiree health savings analysis, EBRI found that the range of retiree health savings targets rose between 0% and 6% between 2015...

Helping clients develop an estate plan may help them avoid certain tax consequences, Fidelity says.

The Financial Finesse report discusses the official definition of workplace financial wellness, the cost savings of an effective financial wellness program, measuring the return on investment (ROI) of...

Plaintiffs from the Caterpillar retirement plan feel the price paid for advice was too high and was not transparently tied to the level of service delivered. 

“If there were any doubt about the best interpretation of the church-plan definition, it would be resolved by the position adopted and consistently applied by the IRS, DOL,...

Conventional thinking about product packaging and distribution just won’t cut it in tomorrow’s retirement advisory industry.