While U.S. workers are more satisfied with their financial situation now compared with five years ago, their retirement confidence still remains below levels prior to the financial crisis.
In the two decades since target-date funds (TDFs) first entered plan investment menus, they’ve gained a reputation as a set-it-and-forget-it strategy that many experts oppose.
Registered investment advisers (RIAs) are the service target of Brownstone Investment Group, which specializes in fixed income, and expanded its services specifically for advisers.
For retirement plans that do not need to comply with the Employee Retirement Income Security Act (ERISA), but still need to worry about reporting disclosure requirements, there is...
Financial and retirement services provider Prudential has released a checklist to help plan sponsors of defined benefit (DB), defined contribution (DC) and 403(b) retirement plans to better comply...
Aggregated qualified retirement plan audit data from the Department of Labor (DOL) shows that, of the 3,677 investigations closed in 2013, violations were found nearly 73% of the...
Lincoln Financial Distributors, part of the Lincoln Financial Group, has named George Manning and Michael Rinaldi as regional sales directors for its intermediary retirement plan sales force.
It’s a phenomenon unique to the retirement planning advice industry that even those participants who make good investment decisions often don’t know they’re making good decisions.
Retirement advice professionals must confront some acute challenges in the months and years ahead to ensure their ability to support clients—and grow their own firms—remains intact.
A group of retirement industry representatives recently sent a comment letter to the National Technical Information Service (NTIS) emphasizing the need for uninterrupted access to the Social Security...