News

Indexing in DC Plans Rises Sharply

Research from Vanguard's Center for Retirement Research examines how the adoption of index target-date strategies has transformed the composition of defined contribution (DC) plans.  

Indiana Ponzi Allegedly Targeted IRAs

The Securities and Exchange Commission (SEC) charged an Indiana resident and his company with defrauding investors in a Ponzi scheme that targeted retirement savings.

Tips to Boost Retirement Income

In its most recent analysis of 401(k) retirement accounts, Fidelity Investments found that saving just a small amount more each month can positively affect retirement income.

A Crash Course on DC Plans

BPAS launched “A 90-Minute Crash Course on DC Plans,” on its website, a podcast on some of the key issues surrounding defined contribution (DC) plans.

Groups Ask IRS to Clarify Definitions

The American Society of Pension Professionals & Actuaries (ASPPA) sent a comment letter to the Internal Revenue Service (IRS) about the definitions of vesting and severance for pre-approved...

Reports Delve into Best Practices

Two reports from Cogent Research are designed to help advisers optimize communication materials and distribution strategy, as well as benchmark their practice against competitors.

Lincoln Appoints Sales Directors

Lincoln Financial Distributors (LFD), subsidiary of Lincoln Financial Group, announced Lindsay Hanley and Treye Weilbacher have joined the firm as regional sales directors with the Retirement Plan Services...