News

Retirement plan participants find they can take it with them, as smartphone use overtakes usage of PCs and Macs, according to a study by Spectrem’s Millionaire Corner.

Christopher Giles has joined recently formed Global Retirement Partners as chief operating officer.

Jeff Arneson joined Great-West Financial as a wholesaler for financial institutions markets. 

Parents and their children in grades K-12 will spend an average of $543 on back-to-school items and double that ($1,223) on college shopping, a survey finds.

Wilshire Associates Incorporated announced the launch of two indices designed to provide insight into an investment category that is difficult to benchmark—liquid alternatives.

Financial stress is a significant part of the overall stress that plan participants feel, a survey says, but plan sponsors and advisers can take steps to ease their...

The average target-date fund (TDF) enjoyed nearly a 4% return for the second quarter of 2014, buoyed by U.S. large cap, emerging market and real estate equity holdings.

The Wells Fargo/Gallup Investor and Retirement Optimism Index slipped eight points in the second quarter to reach +29, driven by increased pessimism among retirees.

Employers can quickly boost outcomes in their defined contribution (DC) retirement plans by improving participants’ Social Security withdrawal behaviors, a new analysis suggests.

While much time is spent selecting investment managers, not nearly enough time is spent in establishing a processing for terminating such managers, says a recent paper from the...

Cambridge Associates signed an agreement to use RiskFirst’s PFaroe risk analytics platform, which allows clients to evaluate specific asset and liability risks within complex investment portfolios.

The Guardian Insurance & Annuity Company, Inc. (GIAC) released a new tool to help financial professionals mitigate fiduciary risk for their plan sponsor clients.

Grandparents overwhelmingly feel their grandchildren will be unreceptive to any money or savings talk, a study finds, yet most grandchildren say they’re open to the conversation.

Many retirement plan third-party administrators (TPAs) responding to a recent survey indicated they most often charge a full document fee for Pension Protection Act (PPA) document restatements.

Lincoln Financial Group’s retirement plan services business appointed Jason Key as head of business development for its institutional retirement distribution team.

Five years is something of an eternity when forecasting equity market risks and returns, but Northern Trust sees reason for optimism in its latest long-term capital markets outlook.

Unprepared Baby Boomers face a bleak decision as they enter their mid-60s—work beyond the traditional retirement age or risk running out of money down the line.

A recently introduced mutual fund from Pacific Life Funds offers a simplified approach to alternatives investing, with the goal of increasing overall portfolio diversification.

Matrix Financial Solutions, Inc. announced that Southwest Securities and Summit Brokerage Services have implemented its broker/dealer platform.

CUNA Mutual Retirement Solutions has added two new members to its institutional relationship management leadership team.