News

Participants in GuideStone’s 403(b) plans saw an average 40%-boost in their account balances between March and November 2009, the Dallas-based financial services provider said.

Employers are not only urging employees to join their retirement savings plans, but a new study indicates more companies are allowing workers to get started right away.

Harrisburg, Pennsylvania-based TEAM Financial Asset Management, LLC, has launched the TEAM Asset Strategy Fund (TEAMX), the company announced.

Aon Consulting has made a new hire to expand its business with large market clients.

Mercer has named Dave Tolve as retirement business leader for its U.S. outsourcing business, effective January 11.

Index provider Standard & Poor's has launched three new indexes.

A federal court has moved forward claims that fiduciaries for the Tribune Company Employee Stock Ownership Plan (ESOP) breached their duty to the plan when real estate investor...

On the heels of a financial crisis that shook both the financial services industry and investors worldwide, a new report catalogs a surge in mutual fund flows—and a...

Piper Jaffray Companies has announced what it described as a “significant expansion” of its asset management business.

Bank of America Merrill Lynch is rolling out internal designation programs for financial advisers specializing in the sales and servicing of corporate defined contribution plans.

eRollover, which describes itself as a destination for retirement planning, education and analysis, has named Tim Harrington as the company’s first Chairman and Chief Executive Officer. 

A few years back—when my kids still believed in the reality of Santa Claus—we discovered an ingenious Web site that purported to offer a real-time assessment...

A new report suggests that more financial advisers (FAs) at the national broker/dealers (B/Ds) are reluctant to follow home office model portfolio recommendations. 

Advisers with retirement plan sponsor clients have total assets under management (AUM) more than 40% higher than their peers, according to Cogent Research.

A California court set aside a suit by a financial planner alleging that American International Group Inc’s risky business harmed her clients, Dow Jones reported.

Salt Lake City-based Intermountain Healthcare will resume and increase its contributions to employee 401(k) retirement savings plans next month, but the company is ending part of its traditional...

Still cautious about a slow U.S. economic recovery, package shipper FedEx Corp. announced it would reinstate half of its 401(k) match as well as its merit salary increase...

Chicago wealth management firm Brewer Investment Group has tapped Michael Anthony Campo as senior vice president, Retirement Markets, effective immediately.

Wells Fargo’s Institutional Retirement and Trust division is offering retirement plan participants institutionally priced annuities on the Hueler Income Solutions platform.

Could Americans have learned their lesson about saving versus spending?