News

The funded status of the typical U.S. corporate pension plan in November improved 2.1 percentage points to 93.9%.

Research from Cerulli Associates shows the registered investment adviser (RIA) channel growing at a much stronger rate than all other advisory business models.

Wealth Management Systems Inc. (WMSI) expands to Franklin Street.

Accounting for the source of funded ratio increases within defined benefit (DB) plans is critical for preventing imprudent fixed-income purchases, new research shows.

Two United States senators are calling on the U.S. Treasury to address nondiscrimination challenges facing employers that enact soft freezes on qualified defined benefit (DB) retirement plans.

Among the massive waves of Baby Boomers heading into retirement are a significant number of business owners who face a dilemma—they want to transition into retirement but, for...

The cost of purchasing pension annuities from insurers fell to 108.3% of liabilities during October, down from 108.9% to reach the smallest margin measured in 2013.

Horizons ETFs Management (USA) LLC launched the Horizons S&P Financial Select Sector Covered Call ETF.

A new survey from TIAA-CREF finds women are less confident than men that they are saving an adequate amount for retirement.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

A research paper examines the benefits of moving from a defined benefit (DB) plan to a defined contribution (DC) plan.

A Department of Labor (DOL) lawsuit has resulted in a supermarket chain, headquartered in Brookings, Oregon, to restore assets to its retirement plan.

Paychex Inc. added Mid Atlantic Trust Company’s ModelxChange Web-based model portfolios for its retirement recordkeeping services clients.

Fiduciary Investment Advisors (FIA) announced a series of promotions within the firm’s retirement consulting business.

Sustainable investing firm Calvert Investments launched an application to increase awareness around global water challenges and investment opportunities.

Research from the Investment Company Institute (ICI) shows a strong majority of Americans owning individual retirement accounts (IRAs) have developed a sophisticated retirement income strategy.

The Securities and Exchange Commission (SEC) released twin recommendations advising Congress to align adviser and broker/dealer fiduciary standards and exact “user fees” from SEC-registered advisers.

Involving family members in retirement planning brings peace of mind, according to a survey on how families approach future financial needs.

A federal court ruled a business owner violated prohibited transactions rules in creating a limited liability company (LLC) with assets from his individual retirement account (IRA).

I learned one of my favorite words when I was living in Louisiana: lagniappe. It refers to a small gift a merchant gives a customer when they buy...