News

You’ve heard of financial capital, but do you know about relationship capital?

In an effort to decrease pension risk exposure and insulate their plans from fluctuating economic conditions, more defined benefit (DB) plan sponsors are realigning plan assets to better...

Results from PLANSPONSOR’s 2013 DC Survey show retirement plan sponsors turn to advisers more for help with investments than for individual participant guidance.

OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.

Secretary of Labor, Thomas E. Perez, has filed a federal court brief disputing a district court’s dismissal of John Hancock’s liability in an excessive fee case.

The Pension Benefit Guaranty Corporation (PBGC) proposed amendments to its multiemployer regulations to make the provision of information to PBGC officials and plan participants less burdensome.

Very few advisers have a succession plan, and it’s possible that regulation is needed to protect their clients and investors, a report says.

Markus Krygier joined Strategic Investment Group as a managing director.

Financial advisers who propose alternative investments to their clients can expect increased, ongoing scrutiny from the Securities and Exchange Commission (SEC).

Milliman Inc., a provider of actuarial and consulting products and services, has enhanced its retirement-related mobile applications.

The Wagner Law Group announced the additions of William Scogland to its new Chicago office and Ellen Stone to its existing Boston office.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

Custodia Financial has added Erika Chavez to manage the company’s Retirement Loan Eraser program.

Ten years ago most advisers had never heard of a 3(38) investment manager, but today “3(38)” and “3(21)” roll off the tongue—we do love our numerical buzzwords in...

Last week, Verisight, Inc. announced it is acquiring retirement and benefit plan service provider DailyAccess Corporation and its subsidiaries.

Risk averse and relationship wary, the young investors of Generation Y view advice and advisers with some skepticism, according to research.

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.

PLANSPONSOR/PLANADVISER Awards for Excellence celebrates leaders across the retirement plan industry

The Department of Labor (DOL) has reached a settlement with Western Asset Management Company, a subsidiary of Legg Mason Inc.

The SPARK Institute Inc., a lobbying group for retirement plan service providers, is hoping to secure more flexibility from federal regulators regarding certain investment-related disclosure requirements.