News

Regulatory changes and the recent economic downturn have led to changes in retirement plans sponsored by health care employers.

President Obama on Monday signed into law the Small Business Jobs Act, which included a provision allowing in-plan Roth conversions in 401(k), 403(b), and governmental 457(b) plans.

Ascensus and Pacific Life have teamed up to offer a new 401(k) program to address the needs of small-business plan sponsors.

Vanguard will reduce expense ratios on The Vanguard 529 College Savings Plan by nearly half on some portfolios.

A report released from Barclays Wealth shows that high-net-worth Americans are not as inclined to a traditional retirement as was once the norm.

At the PLANDADVISER National Conference in Orlando last week, panelists discussed alternatives to mutual funds for 401(k) plans, such as exchange-traded funds (ETFs) and collective trusts.   

 The addition of a new Bank Deposit Portfolio across Fidelity’s five direct-sold 529 college savings plan begins today.  

FTSE Group and QS Investors, LLC, an independent investment firm, have launched the FTSE Diversification Based Investing (DBI) Index Series. 

ING Investment Management Americas has launched the ING Global Bond Collective Trust Fund.

 Despite all the efforts of plan sponsors and providers, there is still a lack of understanding of retirement plans and investments by participants, and sponsors still struggle with...

The first step retirement plan advisers should take to avoid lawsuits is to educate plan sponsors on their role as a fiduciary and their need for insurance, according...

ASPire Financial Services has added to its recordkeeping platform a VALIC product that it says offers participants a strong financial foundation, competitive yields, and greater assurance.

ProNvest, Inc., an online provider of retirement plan participant managed accounts, advice, and tools, has added Morningstar Associates to its platform.

Mirae Asset Global Investments, an emerging market equity investment manager, has launched its first six mutual funds in the U.S.

Putnam Investments has launched a suite of multi-cap equity funds designed to provide investors with exposure to the U.S. stocks within the value, core/blend and growth style universes.

Mutual of Omaha Insurance Company has announced a new online enrollment system that it says will expand the personalization of services the company provides to support voluntary insurance...

Transamerica Retirement Services has announced the promotion of Tim Allen to regional vice president in its Western Region.

In a study released by Ameriprise Financial, “New Retirement Mindscape II,” researchers found that pre-retirees working with a financial adviser are taking many more steps to prepare for...

Vanguard plans to simplify the construction of its Target Retirement Funds and certain other funds-of-funds by replacing three underlying international portfolios with a single broad international stock index...

The annual Mercer Workplace Survey revealed that while participants in employer-sponsored benefit plans are optimistic about the direction of the U.S. economy, they are not confident with their...