Latest News


March 27, 2017

Higher Education Faculty Need Help With Investing

Nearly three in 10 (29%) professors surveyed by Fidelity aren’t sure of the investment mix of their retirement savings, suggesting they don’t know if the investments they selected align to a specific financial goal and timeline.

March 24, 2017

Choice of Social Security Calculator Matters

The same tool that is reliable for providing quick and simple Social Security estimates won’t be as helpful when subtler situations arise—and so picking the right benefit calculator is crucial.  

March 24, 2017

Retirement Industry People Moves

Transamerica Expands Retirement Plan Consultant Business; Standard Life Investments Appoints Director of Strategic Relations; OppenheimerFunds Expands Beta Solutions Team

March 23, 2017

IRI Releases 2017 Policy Blueprint

The Insured Retirement Institute will spend the year pushing Congress and the Administration to advocate for legislation that would expand Americans’ access to advice and simpler annuities.

March 22, 2017

Managing Risk While Investing For Governmental Retirement Plans

Serving governmental retirement plans is viewed as attractive by many providers, simply due to the sheer size and stability of the clientele, but one ERISA attorney warns there may be unexpected risk that comes along with such arrangements.