News

A new retirement plan support program from TaxHACKer seeks to simplify complex tax and pension codes to provide a streamlined solution to clients.

Advisers and their plan sponsor clients will have access to financial planning technology and a hub of deployable assets, including a financial wellness assessment to identify top priorities.

EBRI and ICI point out that 401(k) account balance growth reflects contributions of employers and workers, in addition to investment returns, and varies with participants’ asset allocation, withdrawals...

Among those who know how their 401(k) assets are allocated, they had 51% of their assets in equities, Legg Mason learned in a survey.

MassMutual will take on approximately $50 million of the company’s pension plan obligations.

A lot is happening to open the doors for small businesses to offer retirement plans to employees; advisers have new opportunities and challenges as a result.

The messages will be compliant with FINRA regulations and Lincoln’s own internal broker/dealer controls.

BNY Mellon says higher allocations to U.S. equity drove outperformance.

“Despite a growing emphasis on de-risking among large institutional asset owners, the need to generate returns and meet future funding targets remains paramount,” says John McDonough, head of...

Another district court ruling in the matter of Alas vs. AT&T sides in part with the plaintiffs and in part with the defendants, making yet another amended complaint...

Ten percent more employers than in 2016 that offer retirement programs are measuring the financial readiness of employees to retire, a survey found.

The settlement amount is $4.5 million, and the Jackson National defendants admit no wrongdoing.

“Because funds bear the cost of shareholder report delivery, intermediaries have little incentive to negotiate lower delivery rates with the fulfillment vendor or otherwise control costs,” the Investment...

Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.

In the past 10 years, the average 401(k) balance has grown 87%, from $56,900 in the third quarter of 2008, Fidelity Investments reports.

They can also prompt participants to make other important improvements to their savings strategies, Voya Financial learned.

Stonebridge joins the hybrid solutions platform of Triad Advisors; SEI partners with higher education governance organization; client engagement expert joins Transamerica; and more.

The program rounds up debit card purchases and checking account transactions to the nearest dollar and stores the change in employees’ Cookie Jar savings accounts.

Cogent Reports’ latest analysis of the DC plan adviser industry shows most advisers touching this space still manage only a handful of plans—while those with more plans are...

In an attempt to better understand the retirement savings shortfall and to promote potential solutions, EBRI decided to look closer at the way a number of states have...