News

Two-thirds of independent financial advisers believe Republicans will gain control of the U.S. Senate in November, according to a new Financial Services Institute (FSI) poll.

Transamerica Retirement Solutions has named Bill Feldmaier as division vice president for the company’s central region retirement plan sales.

The Internal Revenue Service (IRS) has moved back the date of a phone forum on same-gender couples and retirement plans to July 17.

The funding for defined benefit (DB) retirement plans sponsored by S&P 1500 companies showed a slight improvement during June, according to a recent analysis from Mercer.

The Guardian Insurance & Annuity Company is expanding its national 401(k) sales staff through the appointment of six new regional vice presidents of retirement plan sales.

Evanston Capital Management has released its Evanston Alternative Opportunities Fund.

American National Bank of Texas (ANB) has teamed up with several firms to offer a retirement plan services solution known as the Select Open Architecture Retirement (SOAR) program.

The companies of OneAmerica have launched OneCheck, a set of retirement plan health monitoring tools and reports for participants and sponsors.

A majority of Americans lack confidence in their ability to manage personal financial issues, with more than a quarter (26%) wishing they didn’t have to deal with finance...

LPL Financial reached a partnership agreement with Financial Telesis and Bill Chetney, former LPL Retirement Partners president, to create a new retirement plan advisory firm known as Global...

The Government Accountability Office (GAO) is recommending that regulators consider modifying Form 5500 plan investment and service provider fee information.

MassMutual Retirement is partnering with BlackRock to introduce a customizable, lower-cost alternative to managed accounts for use in defined contribution (DC) retirement plans, called MassMutual Managed Allocations.

A lot can be learned about retirement plan investor behavior from the simplest of actions, according to a Putnam Investments analysis.

Waves of Baby Boomers entering retirement have sparked a new field in financial planning: Financial gerontology addresses issues that encompass aging and its impact on personal finance. 

Employees who improve their financial knowledge have a better chance of improving the investment returns on their retirement accounts, a paper published by the National Bureau of Economic...

Ninety percent of investors say being able to resolve problems and answer questions quickly are critical characteristics of consumer-focused financial advisers, according to a John Hancock survey.

The traditional approach to evaluating the risk tolerance of retiring clients has some problems, according to Michael E. Kitces, director of research at Pinnacle Advisory Group.

BNP Paribas and Credit Suisse, which have each pled guilty to U.S. criminal charges, are asking to be able to keep managing U.S. pension plan assets.

RiversEdge Advanced Retirement Solutions announced its mobile application is now available to retirement plan participants whose accounts are recordkept by the company.

Many plan sponsors find some of their employees cannot take full advantage of 401(k) plans because of failed ADP tests.