News

A manager of managers approach may help defined contribution (DC) plan sponsors offer more diversified investment options to participants without overwhelming them with too many options or increasing...

Did you think freedom is free? On the 4th of July, everything from the food and beer to travel and fireworks costs big.

In Washington State, same-sex domestic partnerships were automatically converted to marriages as of June 30.

Cambridge Investment Research announced two new partnerships that bring expanded client service capabilities to the firm’s independent advisers.

The funded status of corporate defined benefit (DB) plans in the United States increased to 92% during June, with liabilities decreasing 0.2% during the month.

Women are more likely than men to be concerned about risks related to longevity during the approach to retirement, according to a LIMRA Secure Retirement Institute survey of...

Nearly one in four investors say they aren’t sure why they haven’t sought professional financial advice, a survey shows, and an equal number feel advice is too expensive.

The number of cash balance retirement plans has increased, according to a report from Kravitz, Inc.

Advisers who serve school districts can add value by sitting down with employees to make sure they appreciate the benefits they receive through a 403(b) plan.

With some exceptions, sponsors of 403(b) retirement plans, especially school systems, have problems getting employees to participate in the plans.

There are more than 40.3 million Americans aged 65 and older, according to the U.S. Census Bureau, and many in the age cohort aren’t following traditional definitions of...

The U.S. Department of the Treasury issued final rules regarding longevity annuities—aimed at bringing more flexibility to retirement savers using the fixed-income vehicles as a longevity hedge.

MFS Investment Management has released the MFS Managed Wealth Fund, a flexible equity fund that seeks to provide capital growth with moderate volatility.

Whether a target-date fund (TDF) series is considered “to” or “through” retirement is not the appropriate basis for determining its peers for comparison, contends Cammack Retirement Group.

Unlike traditional individual retirement accounts (IRAs), contributions are the predominant way investors open Roth IRAs, according to a new Investment Company Institute (ICI) analysis.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

Target-date funds (TDFs) are an important tool for workplace retirement investors, says Steven Anderson, of Schwab Retirement Plan Services, but more efficient methods of delegated lifecycle investing are...

When it comes to retirement plan fees, recent regulatory changes and litigation have highlighted the importance of plan sponsors and fiduciaries ensuring that such fees are reasonable.

No more exceptions: Advisers who are members of the National Association of Personal Financial Advisors (NAPFA) cannot accept compensation in any form from any source other than their...

BrightScope released a report on the latest trends in target-date funds (TDFs) that showed that in 2013, fees declined, assets rose and new TDF series were introduced to...