News

Rebounding from the economic downturn of 2008/2009, retirement plan participants and plan sponsors are renewing their focus on their retirement benefits.

The U.S. Department of Labor (DOL) issued a request for information (RFI) about the use of brokerage windows, self-directed brokerage accounts, and similar features in 401(k)-type retirement plans.

The newly founded Financial Advocacy Network (FAN) has joined the LPL Financial broker/dealer and registered investment adviser (RIA) custodial platform.

MassMutual Retirement Services has hired seven new regional sales directors to support sales of defined contribution (DC) retirement plan products and services in the small-plan market.

Although they have been saving for retirement, investors surveyed by the Insured Retirement Institute (IRI) have not acquired a thorough understanding of investment products along the way.

NFP, a provider of employee benefits and wealth management advisory services, has added 53 new advisers to its staff.

Triad Hybrid Solutions, a registered investment advisory firm (RIA) newly created by Triad Advisors, serves fee- and commission-based independent financial advisers.

Plan participants increasingly realize they are responsible for generating their own retirement income, but many still pass over investment advice offerings, a survey from Schwab Retirement Plan Services...

A new collective investment fund from Alta Trust Company strives to bring an endowment investment philosophy and liquid alternative opportunities to defined contribution retirement plans.

Many Americans hold serious reservations about investing in the stock and bond markets, according to a recent COUNTRY Financial Security Index survey on investor confidence.

Financial services provider HighTower has added a Baltimore-based advisory firm, Fiduciary Plan Advisors, to its national employee benefit and institutional investment services network.

Insurance general account assets are trending towards expanded use of alternative investments, says new Cerulli Associates research, accelerated by an anticipated rise in interest rates.

The Social Security Administration has declared this week “National my Social Security Week.”

Defined contribution (DC) retirement plan participants across all age groups are taking to social media for financial information and advice, according to Spectrem Group.

The ModelTool(k)it from Matrix Financial Solutions helps advisers manage portfolio models of recommended mutual funds and ETFs in 401(k) plans. 

Long-term funds of all types attracted $30 billion in July, lifting year-to-date net inflows to $293 billion, according to Strategic Insight (SI), an Asset International company.

The Retirement Advantage, Inc. (TRA) has hired Courtney Zanghi as a new business consultant in the Mid-Atlantic region.

Sponsors of terminated defined contribution (DC) plans can use new guidance from the Department of Labor (DOL) to satisfy the regulator’s expectations for finding and paying missing participants.

Thirty-six percent of Americans polled have not saved any money for retirement, according to a new Bankrate.com report.

A new report from the U.S. Congress’ Joint Committee on Taxation offers a glimpse into the federal government’s perception of the tax benefits associated with retirement planning.