News

Welcome to the new retirement. Work may not end when retirement begins, and money is not the only reason, according to a Franklin Templeton survey.

The loss of health is more costly to a retiree’s overall experience in retirement than the loss of wealth.

A new report suggests health care costs will consume a rising percentage of Social Security benefits for future retirees.

A report from Democratic staff of the U.S. Senate Committee on Finance says nonqualified deferred compensation (NQDC) plans are a "tax avoidance" strategy and raise a number of...

Research from Cerulli Associates suggests financial advisers face a lack of new income products and approaches, due mainly to low interest rates and weaker financials among insurers.

A LIMRA study suggests upwards of nine in 10 young financial advisers are satisfied with their career prospects.

A new research paper from J.P. Morgan Asset Management seeks to educate plan sponsors and advisers about the dynamic interplay of risks involved in target-date fund (TDF) investing.

A majority of institutional investors consider ESG criteria when making alternative investment allocations, according to research by LGT Capital Partners and Mercer.

A pension plan participant who claims he didn’t receive promised credit for service can proceed with his lawsuit. 

Erik Whinery joins John Hancock Retirement Plan Services as regional vice president.

A recent academic research paper argues that using institutional investment consultants to make fund and portfolio manager choices is “fruitless” when it comes to driving outperformance.

A new infographic presented by ShareBuilder 401k, which specializes in low-cost and exchange-traded fund (ETF) driven 401(k) plans, can help plan sponsors and advisers make the case for...

Seven retirement plan advisory firms are acquiring Global Retirement Partners (GRP).

MassMutual added eight new sales professionals within its retirement plans business.

Americans are on track to replace 58% of current income in retirement, and four factors can help increase that number dramatically, according to Empower’s 2015 Lifetime Income Score...

Empower introduced the Empower Institute to provide research and discussion about a range of critical issues and challenges related to retirement savings, guaranteed income and investing.

The deadline for some to start taking required minimum distributions (RMDs) is April 1, and the penalty for forgetting—a 50% tax bill—is big.

The EZ K Plan from Revzon Consulting Group is a full- service, one-stop 401(k) plan package that lets registered investment advisers meet the needs of small-company clients.

Blue Prairie Group is partnering with the Plan Sponsor Council of America to provide an online fiduciary training program for clients impacted by the Employee Retirement Income Security...

Boutique value manager Keeley Asset Management appointed Mark Sullivan to the newly created position of head of institutional business development and consultant relations.