News

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.

An agreement signed with Pensionmark seals a partnership between the national firm and a St. Paul, Minnesota-based independent advisory practice, SevenHills Benefit Partners.

A new study from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute finds 401(k) plan design changes have led to substantial popularity for balanced funds,...

Eighty-five percent of advisers surveyed by LIMRA said today’s wholesalers must do more than supply products—they need to offer more value-added services and support.

Transamerica Retirement Solutions hired Mark Valentine as vice president of defined benefit sales and business development for the East Coast.

QBI, a provider of administration and consulting services for qualified retirement plans, launched a new service providing 3(16) fiduciary support to plan sponsors.

The U.S. Treasury issued final regulations establishing a new type of electronic retirement savings bond designed to serve as the backbone of the president’s myRA program.

Defined Contribution Investment Only (DCIO) providers will continue expanding their distribution staffs in 2015, according to new research from Ignites Retirement Research.

David Saunders and Victor Traub, III, have joined PSA Insurance & Financial Services.

More employers are breaking out party hats this holiday season.

Retirement plan advisers get a glimpse of any changes in Form 5500 filing requirements from the newly released...

ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.

Acadian Asset Management, an investment management firm specializing in active global and international equity strategies, has hired Seth Weingram to serve at its Boston headquarters.

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, appointed Tad Fifer as a national sales manager responsible for distribution of Lincoln’s annuity solutions.

Philip Gould has joined Pentegra Retirement Services to support the company’s business development efforts in Texas.

Many retirement plan service providers are investing in technology to link and leverage data from banks, insurers and other places where participants hold assets outside their retirement accounts.

CLS Investments, an investment adviser in Omaha, has upgraded its (k)Star program.

An analysis from Hartford Funds finds U.S. investors are largely unaware of emerging digital financial advice models, and even practicing advisers don’t have much knowledge on the subject.

Some back-pocket phrases—holistic, retirement readiness and glide path—may seem tired not just to retirement plan participants, but even to retirement plan advisers themselves.

Most employees participate when offered access to a defined contribution retirement plan, but a strong majority also cite worries and ignorance about tough investing topics.