News

Standard Retirement Services Inc., known as The Standard, reached a partnership agreement with M Financial Group for the development and distribution of qualified retirement plan services.

Advisers who team up and use outside specialists provide higher client satisfaction and achieve greater returns, says Bellaria Jimenez of MetLife Solutions Group.

Shane E. Conlon has joined Sibson Consulting as a vice president and senior retirement consultant.

Same-gender couples need to become aware of the many workplace benefits and financial planning strategies that are now available, says James Mahaney of Prudential.

New research from Fidelity Institutional Wealth Services suggests a vast majority of registered investment advisers (RIAs) are simply “accommodating” their retirement plan clients.

Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.

A vast majority of Americans report they are worried about health care costs in retirement, but many still substantially underestimate what the expense may be.

Retirement plan sponsors can outsource much of the work involved in filling out and filing annual Form 5500s, but they’re still responsible for the results.

Ross Brown joined retirement plan services and consulting firm Verisight Inc. as a senior vice president of institutional sales.

Richard Staves, an investment adviser representative from Cherry Creek Wealth Management Inc., has affiliated with Redhawk Wealth Advisors for wealth management and retirement plan services.

The Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI) has consistently found a relationship between the level of participants’ debt and retirement confidence.

Americans’ confidence in their ability to afford a comfortable retirement has recovered somewhat from the record lows of the past five years, according to the 24th annual Retirement...

The Department of Labor is presenting the “Getting It Right – Know Your Fiduciary Responsibilities” webcast series.

Small plans must be given more latitude to mimic their larger counterparts if the nation is to adequately fund its retirement needs, says Kristi Mitchem, of State Street...

While most Americans understand the importance of saving for retirement, they have trouble making it a priority.

Prudential Retirement named Srinivas Reddy to a newly created role overseeing investments for its full service business.

A strong recovery in asset values and pension funding levels hasn’t slowed the pace of change in institutional investment portfolio strategies, according to an analysis from Greenwich Associates.

Retirement plan participants’ savings rate is the most important factor for ensuring successful retirement savings outcomes.

The overwhelming majority of clients feel their advisers are serving their best interests and meeting fiduciary responsibilities, according to research from the Insured Retirement Institute (IRI).

The DOL’s fee data proposal is fairly straightforward, but could trigger a prohibited transaction, says Bruce Ashton, a partner in Drinker Biddle & Reath’s Los Angeles office.