News

Even though the cost of travel is up from last year’s figures, bookings are also up, according to an American Express Travel survey.

About a quarter of working Americans have a nest egg balance of zero, according to a survey from COUNTRY Financial, due in large part to stagnant wage growth.

M Financial Group, a financial services distribution company based in Portland, Oregon, has added J.P. Morgan Asset Management’s Retirement Link plan offering to its retirement plan platform.

More employers are recognizing employees need financial education programs to help them deal with financial challenges.

Erinn Ford has been appointed president of Cetera Financial Advisors.

American's retirement readiness levels are not as bad as some predictions make them out to be, according to a Towers Watson report.

Curtis L. DeYoung squandered more than $22 million of investor funds on high-risk investments, the Securities and Exchange Commission (SEC) said in a statement.

The Retirement Advantage, Inc. (TRA), a third-party administrator (TPA), is restructuring how it serves clients.

The Center for Fiduciary Excellence (CEFEX) expanded its adviser certification test to include more data security questions, reflecting the industry’s heightened awareness of cybersecurity threats.

Caveats included in pension benefit statements provided by Ford Motor Company saved the company from liability in a recent court case.

The majority of final Form 5500s reviewed during a recent Internal Revenue Service (IRS) compliance assessment contained errors, many related to undistributed assets.

For first quarter 2014, target-date funds were muted in terms of performance amid healthy cash flows into the funds, says Ibbotson Associates Inc.

The Insured Retirement Institute (IRI) and HealthView Services developed a health care cost assessment program that helps financial advisers prepare clients for long-term health care spending needs.

The Internal Revenue Service (IRS) announced safe harbor retirement plans can be amended mid-year for changes relating to language about same-gender marriages.

Frequent trading by some 401(k) participants is eliciting a response from fund providers such as Vanguard and T. Rowe Price.

Investment solutions provider Manning & Napier launched a new website and retirement plan “prioritizer” to help advisers steer plan sponsor clients towards long-term benefits success.

It’s well known that federal auditors look for red flags to target review efforts, but one service provider says retirement plan advisers should use them for better business...

Some plan sponsors are unsure about best practices for handling uncashed retirement plan benefit checks, but a new paper aims to help.

Long-term funds netted $45.2 billion in April, bringing year-to-date intake to $176 billion.

While offering lump-sum distribution windows to terminated, vested participants could reduce the liabilities of a defined benefit (DB) plan, some plan sponsors are still hesitant to use this...