News

Advisers have been in a “constant state of flux,” according to a quarterly Fidelity survey, but they are also “making sense of the range of short- and medium-term...

The appellate court voted to review en banc its previous decision in the excessive fee lawsuit.

A district court compelled arbitration for a spouse seeking the full benefits in her deceased husband's 401(a) and 403(b) plans.

In addition to cash payments, the settlement agreement also includes agreed upon provisions relating to plan administration.

Plan participants and sponsors face an impressive amount of complexity and diversity when assessing target-date funds.

Advisers and other stakeholders are being asked to weigh in on the FASB’s agenda. 

SSGA contends there are things retirement plan sponsors can do to help participants prepare for retirement before their mental capacity begins to wear away.

The Women in Pensions Network has launched a new website to better serve its growing community of close to 2,000 pension professionals nationwide. 

IRS is hosting a free webcast August 25 about the ongoing efforts of its Employee Plans Compliance Unit. 

Lockton Hires New Chief Compliance Officer; New Sales Head Joins The Retirement Advantage; T. Rowe Price Retirement Hires New Sales Executive, and more.

Lincoln Investor Advantage Visualizer demonstrates the long-term impact of incorporating annuities as part of a comprehensive retirement plan. 

According to ICI data, at year-end 2014, nearly a third of Roth IRA investors were younger than 40, compared with just 15% of traditional IRA investors. 

The complaint says each time the plan paid fees to Neuberger Berman, or other Neuberger entities, in connection with the investments in proprietary funds, the defendants caused the...

A new Spectrem Group study highlights expanding use of social media and mobile technology among trendsetting wealthy investors. 

“Weak international returns contributed to a median plan return that underperformed the 60/40 portfolio in the second quarter and for the year ending June 30, 2016," says Robert...

BMO Global Asset Management expands availability of stable value fund; American Funds offers new fixed income funds, and more.

More than three-quarters (76%) of parents would be willing to delay their retirement and 68% would be willing to get a second or part-time job to pay for...

A compliance statement lists the failures and a VCP applicant’s proposed corrections.

It’s more common to think about portfolios or financial institutions as having “liquidity issues,” but many U.S. retirees say they would have real difficulty meeting an unexpected $1,000...

Of the 41% who haven’t started saving for retirement, the majority say they aren’t making enough.