The IRI wants to work with Sen. Ron Wyden in his new post as Chairman of the Senate Finance Committee and welcomes the opportunity to partner with him as they work to advance retirement security in America.

The nosedive in the funded status of pension plans seen in January is a good reminder to plan sponsors that they need a plan to lock in gains.

Policy changes, product innovations and improved plan design decisions by plan sponsors have made todays DC plans a much better retirement system than they were even 10 years ago, a study found.

Improving client experience and satisfaction was the top technology goal for 77 percent of high-performing RIA firms.

When the company made the announcement last week, many people in the industry said they would believe it when they see it. Schwab announced more than two years ago that it would develop an ETF-based 401(k) platform but never rolled one out.

Todays low-interest-rate environment requires a different approach to retirement investing and income generation. People need a plan for withdrawal management.

As pension funding ratios have improved and the idea of getting a plan off the balance sheet starts to take shape, more companies are willing to take that next step toward an outsourcing model

Individuals who make less than $29,500 of adjusted gross income or couples who make $59,000 and file jointly are eligible to apply if they made eligible contributions to either a 401(k) plan or an IRA.