News

Many years ago, the PLANADVISER Top 100 Advisers began as an endeavor for our sister publication PLANSPONSOR.

Not just a 401(k) for nonprofits, 403(b) plans are a distinct world with unique challenges and a lot of complexity, advisers say.

Mercer announced the release of informational booklets providing updated guidance about Social Security and Medicare for 2015.

A majority of institutional asset managers surveyed by Cerulli Associates have received client requests for socially and environmentally responsible investing mandates.

The IRS has suggested a list of helpful internal controls for retirement plan sponsors.

Fidelity Investments reached an agreement to acquire wealth planning software company eMoney Advisor.

The IRS recommends including reference lists when applying for a retirement plan determination letter.

The Mercer U.S. Pension Buyout Index shows the average pension buyout cost decreased significantly during December.

A U.S. attorney has accused a former Comcast employee of creating dummy retirement accounts and defrauding the firm of nearly $125,000.

Veo One, TD Ameritrade’s adviser platform, offers a single sign-on adviser command center that lets advisers access and manage all tools and applications from one platform.

The Department of Labor’s Employee Benefits Security Administration says a new disclosure rule will ensure workers receive annual funded status notifications for their defined benefit pension plans.

An educational video series by the Stable Value Investment Association has been released, advising investors and financial professionals about stable value funds.

Fidelity's final quarterly retirement snapshot for 2014 shows the average 401(k) balance continues to push record levels.

A draft version of a White House memo and a new website are causing some sparks in the adviser community.

The quest to help participants manage their assets after the accumulation phase continues.

Retirement specialist advisers should take a page from the pension plan playbook in helping DC clients overcome common misconceptions about retirement investing, says Rod Greenshields of Russell Investments.

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series...

Assets held in private defined contribution plans are likely to surpass $6 trillion in 2018, according to an analysis from Cerulli Associates.

QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.

Travel agents report that travel for work will increase in 2015, though typical airport and aircraft concerns worry potential flyers, a survey finds.