News

There is a strong connection between subjective life expectancy and retirement expectations, according to a new research paper.

Retirement services provider FRA PlanTools released a custom 408(b)(2) checklist product.

Year-end analysis shows a strong finish for equity markets in 2013, with net flows for stock funds and exchange-traded funds (ETFs) exceeding $400 billion.

Incapital and Nuveen Asset Management unveiled a new equity unity trust built around Bob Doll’s 2014 market predictions.

“Don’t Stop Believin’ ” was voted the best song for driving, and “Who Let the Dogs Out?” by The Baha Men was voted worst.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

U.S. House members belonging to the New Democrat Coalition asked the Department of Labor (DOL) to ensure new fiduciary rules protect access to investment advice.

A federal district court has ruled that in a case involving allegations of harm to retirement benefits, plaintiffs lack standing to sue if they cannot substantiate the allegations.

A new strategy from the Principal Financial Group and National Benefit Services, LLC (NBS) can help financial professionals and their large-plan 403(b) clients manage issues with legacy assets.

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.

Consulting firm Mercer has released explanatory material about Social Security and Medicare that may prove useful to plan sponsors and advisers.

The Financial Services Institute (FSI) launched a mobile application providing independent financial advisers and financial services firms remote access to advocacy tools and industry updates.

Signs of a brightening economy include investors planning to buy cars or homes, and making travel plans, a survey says.

Plan Sponsor Advisors (PSA) released a fully outsourced solution that manages qualified domestic relations orders (QDRO) for retirement plan fiduciaries.

An updated mobile application from LPL Financial LLC provides better access to financial and market data, along with a new secure messaging system for communicating with clients.

The Department of Labor (DOL) is suing a Bigler, Pennsylvania, trucking company to recover employee contributions and payments to its 401(k) plan.

CoPiloted, a Boston- and Seattle-based startup, wants to help workers grow 401(k) and individual retirement account (IRA) assets through a new managed account solution.

Global asset manager Russell Investments is implementing a series of strategic asset allocation changes to several retail product offerings in the U.S. market.

The Office of Compliance Inspections and Examinations (OCIE), part of the Securities and Exchange Commission (SEC), released its list of examination priorities for 2014.

Defined contribution (DC) plan sponsors were less active in certain areas in 2013 than in 2012, according to Callan’s 2014 DC Trends Survey.