Tag: Practice management

Less could be needed to meet health care costs in retirement, according to new modeling by the nonpartisan Employee Benefit Research Institute (EBRI).

Wilshire Consulting announced the launch of Wilshire Mobile, a new suite of mobile applications (apps) increasing the availability of important retirement plan data and benefits news for clients.

Great-West Financial has introduced Empower, a new retirement services company.

The launch of the “Empower” brand by Great-West Financial will be closely watched by the retirement services industry. PLANADVISER spoke with industry professionals who had a chance to...

LPL Financial unveiled a new Worksite Financial Solutions mobile application (app) that extends retirement plan participant and sponsor services provided through the firm’s desktop platform.

After years of extremely low turnover, retirement plan sponsors are giving serious consideration to altering their 401(k) plan recordkeeping relationships, a report says.

Markov Processes International (MPI) has released its MPI Stylus Web research system as a mobile application (app) for the iPad, Android and Microsoft Surface tablet devices.

A third of middle class investors are just not saving for retirement, according to Wells Fargo’s fifth annual Middle Class Retirement study.

Marketing skill is essential in building up a retirement advisory practice, says Sean Ciemiewicz of Retirement Benefits Group, but public relations can be overwhelming for the unprepared.

Retirement plan advisers share examples of how they sparked plan participants to save a little more, from skipping expensive daily coffee and brown-bagging lunch to “forgetting” about a...

The combined challenges of saving for retirement, paying for health care and keeping financial information safe online have many Americans worried, according to the COUNTRY Financial Security Index.

No one wants to talk about it, but everyone wants to know: How do other retirement plan advisers arrive at a fee for their plans? Here, some advisers...

Adviser expectations for their practice valuations are inflated, compared with actual deals closed in the past 12 months, says global analytics firm Cerulli Associates.

Voya Financial Chairman and CEO Rodney Martin Jr. has taken over direct leadership of the company’s retirement solutions business.

As lawsuits over share classes move forward, can the investment policy statement (IPS) help the plan sponsor avoid litigation?

What are some secrets to a thriving retirement plan business? Advisers share tips to increase this part of their book of business.

Plan sponsors should not be upset by outflows from the Total Return Fund and the abrupt departure of Bill Gross, PIMCO’s lead portfolio manager, sources say.

Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, launched an affiliate firm specializing in retirement plans.

The companies of OneAmerica have opened a new regional office for retirement services in Honolulu.

More than half of independent registered investment advisers (RIA) view technology as a front-office function and a key component for delivering quality client experiences.