News

Investors in North America and Europe are making use of smart beta indexes in diverse ways, according to a survey from global asset manager Russell Investments.

While it has been reported many retirement plan service providers are concerned about pending fiduciary rule changes, one pair of compliance experts is more optimistic about a potential...

BlackRock, Inc. has expanded its proprietary CoRI retirement suite with new income projection and portfolio allocation analysis tools.

TSA Consulting Group, Inc., a provider of 403(b) and 457(b) retirement plan administration services, has acquired Security Financial Resources, Inc.’s 403(b) Plan Solutions Program.

The hottest issue for those in the retirement benefits industry right now is benefit adequacy, according to Fred Reish.

Helping employees attain financial wellness isn’t just another part of the benefits program—it can be downright healthy for a company’s bottom line.

A recent survey report from the North American Securities Administrators Association (NASAA) finds a wide disparity in how broker/dealers and other financial services providers disclose fee charges.

More than half of retirees say they have withdrawn funds from retirement accounts, usually to cover short-term expenses, without a strategy in place to mitigate longevity risk.

VALIC, a retirement plan services provider, has integrated LPL Financial’s Worksite Financial Solutions platform into its suite of offerings.

The Segal Group revealed plans to expand the firm’s defined contribution (DC) retirement plan services staff.

Andrew Duren joined UBS Wealth Management Americas as head of institutional consulting and retirement program administration and operations.

Advisers with substantial corporate plan expertise who also meet specific criteria, including a nomination and application, have a new title at Bank of America Merrill Lynch.

The Financial Industry Regulatory Authority (FINRA) approved an amendment to its supervision rule that would require registered firms to conduct background checks on all registration applicants.

A new online portal from InHub LLC, a Securities and Exchange Commission-registered online investment adviser, helps fiduciaries quickly develop and circulate requests for proposals (RFPs).

Margaret (Peggy) Santhouse joined John Hancock Retirement Plan Services as vice president of national accounts for mid-market distribution relationships.

Employers are finding more reasons to de-risk their defined benefit (DB) retirement plans, says a new analysis from Buck Consultants.

Automatic features help increase employee participation in defined contribution (DC) plans and can significantly improve participant outcomes, says a new paper from BMO Retirement Services.

While on vacation, a rental can serve as a home away from home, with more space and family-friendly amenities.

Defined contribution (DC) plan participants seem committed to keeping their savings in tact as DC accounts make up a growing percentage of U.S. retirement assets.

A new analysis from Putnam Investments, reviewing years of income replacement projection data, finds many retirement savers missed out on recent market surges due to low equity allocations.