U.S. nonretirees are more likely to say Social Security will be a major source of income in their retirement than they have been at any point in the...
Nine in 10 affluent investors, defined as those with $250,000 or more in investable assets, say their most important investment goal is retirement related—50% intend to generate income...
A lawsuit filed by the Labor Department alleges excessive fees were charged to participants in the City National Corp. Profit Sharing Plan, leading to a breach of federal...
Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.
More advisers will partner or find a way to leverage robo technology in their plan business, and the technology can be an efficient way to scale advice.
“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...
With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.
PlanQuest's team of retirement plan specialists works with clients to customize and deliver consulting services that address their needs and plan goals.
Plan advisers seeking to help participants make suitable investment decisions and execute those decisions efficiently over time often turn to automated solutions.
March totals for net new investments in stock and bond funds dipped to $49.4 billion, down from the previous month’s $56.7 billion, according Strategic Insight, an Asset International...
John Hancock Retirement Plan Services hired Nick Barcelona as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.
Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.
Strategic Insight announced enhancements to its U.S. investment research content for 2015, including the launch of a dedicated liquid alternatives research practice area.
Advisers to retirement plan sponsors should regularly help their clients update communications strategies to keep up with participants’ needs and advancing technology.