News

The Center for Retirement Research (CRR) at Boston College has released a booklet explaining ways retirement savers can use home equity to achieve additional income in retirement.

Defined contribution (DC) plan sponsors are already adopting defined benefit (DB) best practices in plan design, but plans could benefit from more DB-like investing and communication.

To let them choose or not to let them choose; that is the plan sponsor’s dilemma when it comes to participants and retirement plan investment options.

Andrew Daly joined investment management and processing firm SEI as a client investment strategist on the firm’s U.S. institutional advisory team.

Jeffrey McGrath was promoted to director of the investment resource group at Securian Financial Services Inc., the Securian Financial Group broker/dealer.

Charles Schwab announced the addition of more than 60 exchange-traded funds (ETFs) to the Schwab ETF OneSource platform, bringing the total to about 180 ETFs.

It’s an important question for advisory firm owners to ask, says Independent Financial Partners CEO William Hamm, Jr.: What happens to my clients if I have to quit...

Today's investors appear to favor goal-oriented investment approaches that mitigate unrewarded risk over strategies that chase the highest potential returns, says research by Principal Global Investors.

Lifetime income in defined contribution (DC) plans is garnering more attention, but the solutions raise a number of topics, such as safe harbor, plan sponsors’ fiduciary responsibility and...

Kim Abello has joined Wells Fargo & Company's North American commercial banking division to lead employee stock ownership program (ESOP) efforts nationwide.

Benefit Plans Plus (BPP) LLC has released a new mobile application (app) designed to support retirement plan advisers and 401(k) wholesalers.

The Internal Revenue Service (IRS) has created a guide for retirement plan sponsor reporting and disclosure responsibilities.

With the coming wave of retiring Baby Boomers, we’re reminded that investor demand for income will remain strong.

Graystone Consulting has hired The Brice Group, a team of seven investment professionals, to serve institutional and individual clients in the Midwest.

The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.

The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among distributions that are made to multiple destinations from a qualified plan described in...

Research from financial analytics firm Cerulli Associates shows more than a quarter of 401(k) participants look to their plan’s recordkeeper as their primary source of retirement advice.

A recent U.S. Senate Finance Committee hearing covered numerous retirement-related topics, including proposals to streamline plan-testing requirements and others that could radically change defined contribution (DC) plans.

CUNA Mutual Retirement Solutions has hired Chris Graves as director of strategic accounts.

Ranging over a number of factors that impact branding and differentiation, panelists at the 2014 PANC in Orlando, Florida, discussed what builds a retirement plan adviser's brand.