News

Fee Benchmarking Goes Digital

Financial reporting and benchmarking firm FRA PlanTools released an iPad app aimed at providing a fast and cost-effective way for plan advisers and sponsors to access and compare...

Relax the Rules to Help Small Plans

Relaxing rules and increasing coverage for part-time workers would improve retirement savings for employees of small employers, hearing witnesses told a House committee.

DC Plan Fees Fall to Record Lows

New fee transparency regulation, along with a number of widely publicized fee-related litigation cases, helped drive costs related to retirement investment account administration to record lows this year.

Lincoln Hires Managing Partner

Lincoln Financial Network, the retail sales and planning affiliate of Lincoln Financial Group, appointed Greg Smith as managing principal of Lincoln Financial Advisers Corporation.

BMO Simplifies Web Presence

Asset management service provider BMO Global Asset Management established a new website aimed at organizing all of the investment, recordkeeping, trust and custody services offered by the firm.

VisionPoint Joins LPL Platforms

VisionPoint Advisory Group joined LPL Financial’s suite of broker/dealer and hybrid registered investment adviser (RIA) platforms to support its commission and private client fee-based business.

DC Plans, IRAs Imply Economic Advantage

Households without employer-sponsored defined contribution (DC) plans or individual retirement accounts (IRA) had lower incomes and paid less taxes than peers with access to such plans, a study...

Saying No to the Net

They don’t have it, don’t need it, say it’s too expensive: Stubborn minority refuses to go online.