News

Reaction from some in the retirement services community to President Obama’s fiscal commission’s final report was harshly negative, warning of dire consequences if the ideas in it are...

Gary L. Merritt, vice president of Bemcore Inc. of Dayton, Ohio, was sentenced by a federal court to five years’ probation and ordered to restore $186,070 to the...

Matthews International Capital Management, LLC (Matthews), adviser to the Matthews Asia Funds, has introduced an Institutional share class for nine of the Matthews Asia Funds.

A report by President Obama’s fiscal commission, released today, recommends a higher retirement age and cutting back tax-free treatment of employer-paid health insurance.

Pioneer Investments is partnering with Fiduciary360 (fi360) “to help prepare advisers for an increasingly fiduciary future.”

Actuarial and employee benefits consulting firm Nyhart has found 81% of employees 18 or older will not be able to afford to retire by the age of 65.

Lincoln Financial Group and Humana Inc. have formed a distribution partnership enabling 2,000 Humana agents to offer Lincoln's products.

A federal court denied a request for a jury trial by former employees of YRC Worldwide who are suing the company for offering company stock as a 401(k)...

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

The Principal Financial Group has introduced the Principal Advisor Compensation Application to provide direct access to a consolidated and summarized view of compensation statements.

MSCI Inc. launched the MSCI Micro Cap Indices for all Developed Markets countries and regions covered by MSCI.

Working with industry experts, the CFA Institute has published an investment guide for charitable organizations, donors, and beneficiaries.

A report from Securities and Exchange Commission (SEC) Inspector General David Kotz concludes that in its hurry to bring suit against Bank of America over its Merrill Lynch...

The Internal Revenue Service has issued Notice 2010-80 providing additional relief for nonqualified deferred compensation plans covered under § 409A.

Retirees will need a significant amount of savings to cover their out-of-pocket health expenses, according to a new report released by the nonpartisan Employee Benefit Research Institute (EBRI).

J.P. Morgan Asset Management hired Michael Falcon as Managing Director and Head of Retirement in the U.S. and Canada.

Charles Schwab released a study today that found although active traders are feeling more optimistic, being properly hedged against risk is a concern for many.  

The Trust Representative Office (TRO) program will provide the registered investment adviser (RIA), Moneta, with branded trust services and a referral marketing program targeting local centers of influence. 

Securian Retirement has teamed with 401(k) Advisors to offer a 3(38) investment management fiduciary service.

New York Life announced the appointment of David Castellani as senior managing director and head of New York Life Retirement Plan Services (RPS), effective immediately.