News

Thirty-six percent of Americans currently contributing to an employer-sponsored retirement plan have never increased the percentage of salary they defer into retirement accounts.

LPL Financial LLC has partnered with financial technology firm Redtail Technology, Inc. to revamp LPL’s customer relationship management (CRM) platform and enhance the firm’s core technology offerings.

Automatic enrollment and deferral escalation features are quickly becoming the top tools for advancing retirement plan participant savings under the defined contribution paradigm, according to Cerulli Associates.

More than four in ten (43%) employees surveyed by Fidelity Investments say they would settle for lower pay if it meant they received a higher employer contribution to...

Analysis of public Form 5500 reporting data reveals small 401(k) plans often outperform large plans on a number of key metrics, says Judy Diamond Associates.

Retirement Revolution, a provider of retirement planning and investment platforms, has added AdviceIQ’s digital branding and database services to its suite of financial adviser tools.

Nearly three-quarters (72%) of Hispanic investors polled for a Wells Fargo survey said they wish they could learn more about investing in mutual funds, stocks and bonds.

BNY Mellon named Michael Gordon to head the firm’s new Retirement and Strategic Solutions Group, which specializes in retirement and insurance solutions that can complement traditional strategies.

Only 18% of advisers surveyed target Gen Y clients, and 57% prefer new clients with assets of more than $250,000, according to The Principal Financial Well-Being Index: Advisors. 

Pacific Life is expanding its retirement plan offerings and making it easier for financial advisers to offer mutual fund solutions for employer-sponsored 403(b)(7) plans.

A well-known 401(k) fee litigation firm has asked the U.S. Supreme Court to review key pieces of an appellate court’s decision in Tussey v. ABB, Inc.

Charles David Snyder, fiduciary to the Cleveland-based Attevo 401(k) retirement plan, has been ordered by a judge to restore $143,481.42 to the plan.

July was light in trading activity for defined contribution plans, with only 0.019% of balances transferring, according to Aon Hewitt’s 401(k) Index.

A recent Federal Reserve report suggests many U.S. households are faring well on short-term finances, but sizable fractions of the population are failing to prepare adequately for retirement.

Omyen Corp, a financial planning technology company, has updated and expanded its suite of digital Social Security planning tools for financial advisers.

The Principal Financial Group introduced a new life insurance option designed to help financial advisers solve challenging coverage questions for business owners and other clients.

A lower court applied the wrong standard when determining that R.J. Reynolds Tobacco Company (RJR) proved its fiduciary breach did not cause losses to retirement plan participants, an...

John Chadwick and Marcela Curry joined the sales leadership team at Wells Fargo Institutional Retirement and Trust. 

Current workers and retirees would trade control of managing their retirement assets for investment growth, flexibility and guaranteed lifetime income in an income solution, a survey finds.

During June, exchange-traded funds (ETFs) worldwide collected $33 billion in net flows, $10 billion higher than the prior month, according to a report from Strategic Insight (SI).