News

Does your employee retirement education include information about carrying a mortgage into retirement?

Mike Falcone is head of an expanded team of retirement plan consultants and financial services professionals tasked with growing 401(k) Advisors’ East Coast presence.

What a difference a year makes—strong investment performance and a modest rise in interest rates during 2013 caused a steep increase in the funded status of the typical...

Aside from government and non-electing church plans, is there really such thing as a non-ERISA 403(b), given the rules plan sponsors must follow now?

The Department of Labor (DOL) has received a consent judgment and order allowing it to name a new fiduciary to distribute the assets of a Captiva, Florida, retirement...

The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.

Marc Horner has joined the UBS Financial Services DC Advisory Program.

Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.

New analysis from State Street Global Advisors (SSgA) shows smart beta strategies, designed to take advantage of both active and passive investing principals, are gaining popularity.

Aspire Financial Services LLC added LPL Financial LLC’s retirement advice and education solutions to its plan sponsor support offerings.

Overall retirement income adequacy for Baby Boomers and Generation X households improved last year.

Financial services provider Fidelity Investments finds the average 401(k) balance has continued to increase, ending the fourth quarter of 2013 at a record high of $89,300.

JHS Capital Advisors now offers Lincoln Trust Co.’s Model(k) plan solution for broker/dealers in the small and mid-sized 401(k) market.

After healthy yet modest holiday shopping, consumers will keep an eye on the budget even when it comes to romance, a survey says.

Expanding health care costs will likely force retirement plan advisers to consider new ways of protecting client assets.

Financial advice and technology company OMYEN Corp. launched a software program that recommends strategies for workers to most effectively draw Social Security benefits.

Jason Bouldin, John Cunningham, Lauren Drapeau, Jon Ogren and Mary Kay Zoulek joined the sales and client management unit of MassMutual’s retirement services division.

The Towers Watson Pension Index dropped 5.1% in January.

Two Department of Labor (DOL) lawsuits have resulted in plan trustees of an Aurora, Illinois, business being ordered to restore over $4 million in employee contributions and other...

It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.