Although plan sponsors are reluctant to completely overhaul their plans, evolving defined contribution (DC) plans are creating challenges and opportunities for advisers, a report found.
Large defined contribution (DC) plans with more than $5 billion in assets are likelier to stay with a recordkeeper for at least seven years, a report found.
A registration maintenance service for compliant document management was rolled out by RIA in a Box, a provider of registration and compliance consulting services.
National Financial Partners Corp. (NFP), a provider of benefits, insurance and wealth management services, acquired Fusion Advisor Network, a practice management and consultant to advisers.
The Financial Planning Association (FPA) announced it would offer FiPath for Advisors tools to its members through a strategic collaboration with FiPath.
The broker/dealer First Allied Securities Inc. expanded its advisory platform, Guided Portfolio Solutions (GPS) to give affiliated advisers a practical approach to conducting fee-based business.
Lincoln Financial Group appointed Emily Pachuta as head of the Consumer Insights group within the Insurance Solutions/Retirement Solutions (IS/RS) division.
Russell Investment’s Retirement Plan Architecture System takes a three-pronged approach to retirement plans: selling, implementing and servicing plans.
Nuveen Investments is launching a business development program for advisers looking to expand their practice into the defined contribution retirement plan space.