News

Retirement Plan Advisory Group (RPAG), a national independent retirement plan practice management, firm has enhanced its proprietary Scorecard System with the addition of Overlap, a holdings-based fiduciary analysis...

National Financial, a Fidelity Investments company and provider of custody and clearing services to broker/dealers, announced a suite of fee-based trading capabilities into its Streetscape brokerage workstation.

A report from the MetLife Mature Market Institute says those born between 1946 and 1955 will transform the traditional concept of retirement.

The Board of Directors of Paychex, Inc., has named Martin Mucci president and chief executive officer, effective immediately.

The SPARK Institute has released final information sharing standards and data records for lifetime income solutions that are used in retirement plans.

Two national business groups have gone to court to challenge the new Securities and Exchange Commission (SEC) proxy access rule.

Many older Americans who are approaching or who have passed the traditional retirement age of 65 are decidedly pessimistic about their short- and long-term financial future, especially as...

A rumor has been circulating this week that the U.N. named a Malaysian astrophysicist as the official “greeter” for extraterrestrial visitors to Earth.

At the PLANADVISER National Conference in Orlando last week, the panelists were unanimous: it’s not a matter of “if,” but rather “when” retirement income products become mainstream.

Sixty-nine percent of employees in a recent survey believe retirement savings accounts to be extremely important in providing protection for themselves and their family.

The “Model Manager Exchange” (MMX) currently features 150 portfolios from 35 financial professionals.   

Defined contribution money managers may have an unlikely benefactor to thank for helping to deliver an estimated $1.9 trillion in contributions over the next five years: the recent...

Target-date funds are expected to capture $1.7 trillion worth of asset flows and account for 60% of all defined contribution assets and revenues by 2015, according to a...

The U.S. Department of Labor (DoL) has charged that a Laguna Hills, California, firm diverted more than $920,000 in employee and employer contributions owed to the company’s 401(k)...

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, has announced the opening of a Regional Sales and Service Center in St. Louis, Missouri.

Nationwide Financial Services has selected Jamie Spenthoff as regional vice president of sales for its private sector retirement plans business.

A new survey by Hewitt Associates found that how companies leverage their compensation and benefits programs during mergers and acquisitions plays a critical role in retaining key talent...

State Street Global Advisors (SSgA) has appointed Scott Ebner managing director and global head of ETF Product Development.

 For advisers these days, disclosing fees is more important than what they make or how it is paid. 

Global investor confidence fell 4 points in September from August’s revised reading of 92 to 88 while in North America, confidence dropped 7.3 points to 87.9 from 95.2.