The Internal Revenue Service (IRS) has amended the two safe harbor explanations that can be used to satisfy the requirement that certain information be provided to recipients of...
Millennials change jobs more frequently, giving them more opportunities to cash out of their 401(k) plans and cut into future retirement savings, says Spencer Williams of Retirement Clearinghouse.
In an effort to streamline communications and further enhance existing security measures, TriStar Pension Consulting has implemented Plan Sponsor Link’s new secure web portal.
The Pension Benefit Guaranty Corporation (PBGC) is publishing a final rule for transferring defined contribution (DC) plan accounts into a defined benefit (DB) plan.
The retirement plans division of Ameritas Life Insurance Corp. expanded the investment options available within its retirement plans products by adding 32 new funds.
Major changes are occurring in the fixed-income markets that are driving asset managers to position clients against volatility and future rate tightening, according to Cerulli Associates.
Credit Suisse AG has received temporary approval to continue acting as a qualified professional asset manager (QPAM), after pleading guilty to criminal charges related to client tax evasion.
Callan Associates will use RiskFirst’s risk analytics platform, PFaroe, to help institutional investors conduct asset allocation and asset/liability studies.
Cetera Financial Group introduced the Advanced Planning Group, a specialist support team equipping the firm's top advisers with advanced legal, tax, accounting and insurance resources.
Alerus Retirement Solutions has entered into a partnership with Envestnet Retirement Solutions (ERS) to utilize ERS's adviser platform and fiduciary support services.
Fidelity’s fifth annual Plan Sponsor Attitudes Survey shows sponsors are most focused on participant outcomes—the first time improving outcomes has topped the list of sponsor priorities.
While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they should be, according to a Nationwide Retirement Institute...