News

Data from the quarterly Allstate/National Journal Heartland Monitor Poll reveals many Americans are falling behind on key retirement savings goals.

LPL Financial LLC added the Millennium Trust Company’s automatic rollover solution to its Worksite Financial Solutions retirement planning services platform.

Access to financial planning and financial wellness resources is important to enjoying a comfortable retirement.

The financial software developer launched The Enterprise Retirement Planner, which allows advisers to generate and distribute personalized retirement plans and produce plan sponsor scorecards.

The firm hired Michael Davis as director of institutional sales.

Mercer and the Stanford Center on Longevity released the first article in a series on the challenges facing workers and employers in generating retirement income.

A new survey finds a positive attitude about retirement positively affects savings habits and results.

The Department of Labor (DOL) has filed a lawsuit in U.S. district court to recover plan assets from the fiduciaries of Omni Resources Inc., a Milwaukee-based information technology...

Financial services consultants expect 18.5% of assets under management in 2016 will come from outsourced chief investment officer (OCIO) engagements, up from 12% in 2012.

Three retirement research and education firms released a business diagnostics report providing guidance on how to build a successful group retirement advisory practice.

More American workers (78%) would rather receive a great holiday gift—monogrammed tote, apparel or gourmet treat—than have an office party, a survey found.

A federal appeals court ruled certain benefit enhancements adopted within a pension plan are protected accrued benefits under the Employee Retirement Income Security Act (ERISA).

Millennial women show strong interest in personal finance but often lack the confidence to take action alone on investment decisions, a study shows.

The firm hired Brad Schluter as vice president for institutional sales.

Research from Cerulli Associates, a Boston-based research and analytics firm, shows retirement rollover contributions to individual retirement accounts (IRAs) reached $321 billion during 2012.

A paper published in The Journal of Retirement argues that asset-allocation glide paths popularized in target-date funds (TDFs) fail to deliver superior end-point wealth.

A new research paper shows that the impact of using a mark-to-market accounting method for valuing pension liabilities will have a negligible effect on companies.

The firm added its line of Northern Focused Portfolios (NFP) to the FDx Advisors Unified Overlay Management Program platform, run by FDx Advisors.

Socially responsible investing is no longer just a matter of screening out companies with interests in the “big five” industries—alcohol, tobacco, gambling, pornography and firearms.

Participants in employer-sponsored retirement plans are prepared to reduce 401(k) account contributions to mitigate worries over health care expenses, the Mercer Workplace Survey finds.