News

A study from LIMRA Secure Retirement Institute highlights areas where advisers’ help is clearly needed, but remains underutilized.

A study by the DOL has alerted the AICPA to some issues with retirement plan financial audits.

Only 2% of investors who expect to receive a federal tax refund intend to invest the money in their workplace retirement account.

The DOL’s release on Tuesday of the reworded fiduciary proposal was a critical event for the industry—so there was no shortage of either positive or negative commentary following...

The economy is improving, but American workers are still worried about their financial well-being, both for the short term and as they contemplate their future retirement, according to...

By its nature as a fundamental mechanism of ERISA, the fiduciary standard applies to a myriad of highly specific circumstances playing out between retirement plan advisers and sponsors...

A new LIMRA study breaks down advisory client types according to their emotional responses to market moves, with the goal of helping advisers better tailor portfolio solutions for...

Members of the younger generation express more concern about retirement specifics, compared to their elder counterparts.

With its sights set on competing in the defined contribution investment only (DCIO) market, MassMutual Retirement Services introduced a new institutional sales and operations team.

New rule language outlined by the Department of Labor will increase the number of advisers and brokers required to act as fiduciaries for investment clients.

As expected, financial services advocacy groups have plenty to say on the proposed fiduciary rule by the Department of Labor (DOL).

Filed as Senate Bill 1092 and Assembly Bill 6796, a new initiative in the New York State Legislature seeks to expand and strengthen scrutiny paid to pension risk...

Compared with confidence in the financial services industry generally, plan sponsors have much higher levels of trust in their own retirement plan advisers, a study found.

After years of waiting, the retirement plan industry will later today see a revised “consumer protection proposal” from the Department of Labor that some expect to redefine ERISA’s...

Rebranded as Verus Advisory Inc. and Verus Investors LLC, the former Wurts & Associates is looking to double down on its investment research and consulting services.

Nearly half of retired respondents to a recent New York Life survey said they wished they would have started their retirement earlier.

Despite enormous industry attention paid to the case, some attorneys say a pending Supreme Court decision in the Tibble vs. Edison retirement plan fee litigation may not be...

Heather Beatty joins the TCW Group as senior vice president, institutional marketing.

Hueler Income Solutions offers DC plan participants an out-of-plan lifetime income solution, but the Hueler Companies CEO says providers are making progress on being able to offer in-plan...

Baby Boomers who work with advisers are better prepared for retirement, a survey finds.