News

If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed...

PlanTools, LLC, announced the release of its Expense Analysis and Benchmarking Tool that will offer more than 10 reports.

Among its many provisions, the American Recovery and Reinvestment Act (ARRA) included a rule change for Section 529 tax-free college savings plans and prepaid tuition programs to add...

In Notice 2009-75, the Internal Revenue Service provides guidance in the form of a Q&A on the tax treatment of eligible rollover distributions from qualified plans into a...

Senator Tom Harkin (D-Iowa) has been named chairman of the Committee on Health, Education, Labor & Pensions (HELP).

ING has named X. Rick Niu chief marketing officer for ING U.S. Retirement Services, effective September 1.

Participants in 401(k) plans continued a cautious move into equity during August, with a total of $203 million shifted from fixed income into equities, according to the Hewitt...

Putnam Investments has launched a Web site to support its nine Putnam Global Sector Funds targeting stocks in sectors across the MSCI World Index.

ExpertPlan and Charles Schwab Trust Company (CSTC) have teamed up to create a new trading platform under which Schwab will perform custody, trust, and clearing services for plans...

Diversified Investment Advisors, Inc., has enhanced its nonqualified deferred compensation (NQDC) plan solution, Retirement Advantage, to assist plan sponsors and their advisers in meeting 409A requirements.

The Hartford Financial Services Group has formed Hartford Life Distributors (HLD), a combined sales and distribution organization for its investment and retirement products that will focus on working...

The recent market tumult certainly took a toll on participant balances, but a an analysis by The Principal suggests that it might have been less than some feared.

An insurance marketing Web site has unveiled an iPhone application where users can calculate their necessary retirement savings and receive quotes on insurance coverage.

A new study shows that most workers do not understand their retirement savings plans as well as other employer-provided benefits.

M Financial Group today added Ontario, Canada-based Caledonia Planning Group to its network of member firms.

Bank of America Corp. (BofA) said New York Attorney General Andrew Cuomo wrongfully claimed that the bank is blocking information, according to news reports.

Atlanta-based Reliance Trust Company said it has partnered with local business leaders in Wilmington, North Carolina, to form a wealth management firm providing retirement services.

Following Charles Schwab’s lead, Fidelity Investments said it is waiving and reducing some custody and technology fees for independent advisers.

Madison Dean has announced it will manage all U.S. investors' retirement accounts commission-free, starting Wednesday.

A new Morningstar analysis gave Vanguard Target Retirement target-date funds the highest possible rating for its “best practices and low fees.”