News

Diversified Investment Advisors, Inc., has announced that Brodie Wood has been promoted to vice president and 403(b) market leader of the firm’s not-for-profit (NFP) practice.

Major U.S. stock indexes ended what turned out to be a good year on a sour note—albeit on very light trading volume.

Kring Financial Management has developed a solution for investors who want to manage their retirement plan investments proactively.

San Francisco-based RS Investments has announced the launch of three new fixed-income funds.

What might the year past mean for the year ahead - on fee disclosure, target date funds, investment advice?  

The latest Employee Benefit Research Institute (EBRI) Issue Brief examined how current health reform legislation being debated in Congress will impact the future of retiree health benefits.

Converting from a traditional IRA to a Roth IRA might come with a hefty price, according to a new analysis by the National Center for Policy Analysis (NCPA).

Transamerica Asset Management Group (TAMG) has extended indefinitely the reduction to the purchase threshold for NAV purchases of Transamerica Short-Term Bond announced earlier this year.

National Planning Holdings, Inc. (NPH), said it has promoted Brian Sward to vice president of due diligence.

Prudential Financial, Inc., has completed the sale of its minority joint venture interest in Wachovia Securities Financial Holdings, LLC, including Wells Fargo Advisors, to Wells Fargo & Company,...

Tampa, Florida-based 401k ASP has announced a name change, which the company said will better reflect its expanding product lineup.

Celebrity affairs can cost more than just a marriage, new research suggests.

A Savannah, Georgia, attorney has pled guilty to obstruction of justice related to a U.S. Department of Labor (DoL) investigation of the retirement plans of his law firm.

Fitch Ratings has released the criteria rating report titled “Investment Manager and Alternative Funds Criteria.”

Affluent and millionaire investors are heading into the New Year with sinking investment confidence, according to a monthly survey from Spectrem Group.

Employees of a Georgia county near Atlanta have had their 401(k) employer match cut back as part of a broad cost-cutting effort.

The Securities and Exchange Commission has charged a Houston-based broker with engaging in “unauthorized and unsuitable” trading on behalf of two Florida municipalities.

As 2009 nears its end, it looks like it will be a good year for many equity indexes.

A new report suggests the majority of available financial planning tools are still not effectively addressing the wide range of individual issues related to retirement.

CPI Qualified Plan Consultants, Inc., said the mutual funds of Wasatch Funds have been added to its retirement plan platform.