News

The Internal Revenue Service (IRS) will host a webinar about defined benefit plan issues on September 18.

Ownership of retirement accounts fell in 2013, but median and mean values of retirement accounts rose substantially, according to a Federal Reserve Bulletin.

Two-thirds (66%) of Generations X and Y have not calculated how much they need to save for retirement—and only 19% work with a financial adviser. 

Aspire Financial Services launched an enhanced 403(b) enrollment and client service portal.

Mercer Investments is adding four senior investment professionals to its staff to provide additional client support across the firm’s North America regions.

The Guardian Life Insurance Company of America says more than eight in 10 (81%) of its financial representatives regularly engage with clients  and prospects on social media channels.

Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

Participants of retirement plans sponsored by Acme Building Brands Inc., a subsidiary of Berkshire Hathaway Inc., have sued their employer over changes to benefits.

Retirement plan participants and other long-term investors should favor low-volatility stocks over riskier equities, according to a new analysis from Research Affiliates LLC.

An individual departing the workforce today will see out-of-pocket health care costs grow 7% annually throughout retirement, an analysis from J.P. Morgan Asset Management suggests.

Merger and acquisition (M&A) activity remained healthy in the registered investment adviser (RIA) industry during the first half of 2014, according to research from Schwab Advisor Services.

The LIMRA Secure Retirement Institute (SRI) estimates that 1.5 million people will retire annually from now until 2025, creating significant demand for advice on spending and investing in...

More retirement plans may get the benefits of collective investment trusts (CITs) under a new Internal Revenue Service (IRS) ruling.

CAPTRUST Financial Advisors has entered into a definitive agreement to merge with Defined Contribution Advisors Inc., known as DCAdvisors.

A new analysis of retirement plan offerings at Fortune 500 companies suggests the shift from defined benefit (DB) plans to defined contribution (DC) plans may be slowly stabilizing.

John Hancock Retirement Plan Services (RPS) released a new website and online tool set that helps advisers simplify 401(k) plan management.

Christopher Han, Michael Demler and Michael Palace have joined Ascensus as regional vice presidents. 

Mike DiCenso joined Mesirow Financial as managing director and head of national sales on the investment strategies team. 

The Guardian Insurance & Annuity Company, Inc. (GIAC) added 21 investment options to The Guardian Choice and The Guardian Advantage group retirement plan products.

Robert Straus has joined Innovest Portfolio Solutions as a vice president, tasked with supporting due diligence efforts and providing investment consulting services to Innovest clients.