CUNA Mutual Group has rebranded one of its subsidiary companies, CPI Qualified Plan Consultants, to reflect a stronger focus on serving the small retirement plan market.
More defined contribution retirement plans are out of compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulations than some might think.
The recent decrease in the funded status of defined benefit pension plans highlights the need for plan sponsors to possess a strategy for locking in a favorable funded...
Retirement plan services provider Ascensus created a new organizational structure to support the firm’s growth expectations in the retirement and college savings space.
Commonwealth Financial Network, an independent broker/dealer and registered investment adviser (RIA) network, released Investor360 version 4.0., which features various enhancements and greater customization for advisers.
A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven view of participant behavior that can help improve plan design and communications.
Average daily transfer activity for defined contribution (DC) plan participants remained unchanged in January compared with the previous month, according to the Aon Hewitt 401(k) Index.
Nearly half of the average financial adviser’s book of business is made up of individual retirement accounts (IRAs), says investment analytics firm Cerulli Associates.
Over the past couple of weeks, two retirement industry providers have introduced offerings they purport to be the next trend in the evolution of retirement plan offerings.
Corporate employers have largely favored lump sum offerings as a means to settle pension liabilities, but changing market conditions could buck the trend this year.
Most defined contribution (DC) retirement plan participants stayed the course last year with their asset allocations as stock values generally rose over the first nine months of 2013.
Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.