News

 Marvin W. Tuttle Jr., executive director of the Financial Planning Association (FPA) since 2004, said he will step down from the position in 2014.   

The Department of Labor’s Employee Benefits Security Administration (EBSA) issued frequently asked questions about the requirements of new participant fee disclosure rules.  

 Pacific Life introduced an online tool to help advisers engage clients in a conversation about building sustainable lifetime retirement income.   

Findley Davies, a human resources consultant, launched “Retirement Focus,” a mobile application for iPhones and Android smartphones.

 Service members who work with an adviser cited financial know-how and moral fiber as the top attributes they look for, a survey found.   

Travis Crowell joined the firm BFT Financial Group in Bedford, Texas.  

More than half of high-net-worth Americans (59%) lack confidence in their advisers’ ability to help manage health care costs in retirement.

A certification program for ERISA 3(38) for advisers was initiated by Rosenbaum Law Firm and DALBAR Inc.

 Primerica began an on-demand, online training program developed by Integrated Retirement.    

A research paper from Russell Investments explores the impact of adding "real assets" to a defined contribution (DC) plan menu.

U.S. workers and their employers have different views about whether employees will have to work for income in retirement.

A report from Financial Finesse detailing employee communications received online and to its call center shows increased concern about retirement preparedness.

The ERISA Industry Committee (ERIC) says it welcomes proposals by the Treasury Department to remove regulatory barriers to lifetime income options.

 Allstate expanded its retirement product suite with IncomeProtector and GrowthProtector launched in 40 states.   

A Japanese company that acquired the now-defunct Metaldyne Corporation may be found liable for termination premiums for Metaldyne’s pension plan.

Mark Ugoretz, president of The ERISA Industry Committee (ERIC), announced he will retire on June 1.

Women have distinct challenges and special needs when planning for retirement.

Advisers can help retirement plan sponsors with the task of creating the most effective plan for participants and maintaining a plan compliant with various regulations.

 Mallory Van Leeuwen, previously with Wells Fargo Advisors, will lead the strategies division at Pensionmark Retirement Group.   

The lower you hold your iPad, the more likely you are to experience shoulder and neck pain, a study shows.