News

Bonnie Baker has joined Lincoln Financial Distributors as relationship manager for the Institutional Retirement Solutions Distribution (IRSD) consultant channel, focused on wirehouses.

The Internal Revenue Service (IRS) has announced plans for a telephone forum to discuss recent guidance on in-plan Roth rollovers for 401(k) and 403(b) plans.

A new Deloitte survey underscores the extent to which sponsors are increasingly aware of their responsibilities to helping participants save for retirement.

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...

Pershing Advisor Solutions LLC has released a new study, “Creating Growth: The Rewards and Challenges of the Multi-Location Model.”

Of the 14.8% of employers suspending their 401(k) match in recent years, 39.3% have restored them, and another 37.8% are planning to do so in the next six...

BMO Financial Group announced Friday that it will acquire Marshall & Ilsley Corporation (M&I) in a stock-for-stock transaction.

Bandon Capital Management, LLC, plans to launch its first mutual fund, the Bandon Isolated Alpha Fixed Income Fund (ticker: BANIX)

The dictionary defines the word, “solution” as the “answer to or disposition of a problem.”

With mixed November market results, 401(k) participants continued to transfer funds from fixed income investments into equities, according to the latest data from the Aon Hewitt 401(k) Index.

Sixty percent of workers who only have a high school diploma report being offered a 401(k) or similar plan by their employer, compared to 78% of workers with...

First Allied Securities, an independent broker/dealer, hired Guy J. Hocker as Senior Managing Director of its pension services division.  

The Internal Revenue Service has issued Revenue Ruling 2011-01, modifying the rules for group trusts.

In a survey examining investor behavior, MFS Investment Management clarifies what makes “fearful” investors act the way they do and ways an adviser can help.

Fidelity Investments has launched its automated stock option netting functionality.

Great-West Retirement Services has appointed John Buckley as regional sales director for Louisiana.

Ascensus, a retirement plan solutions provider for broker/dealers and RIAs, announced enhancements to its retirement platform that it says “simplify retirement plan management.”

Northern Trust upgraded its suite of risk tools by integrating BarraOne to strengthen predictive risk analytics and reporting across asset classes, including derivatives.

As the first wave of Canada's Boomer generation turn 65 years old in 2011, only 23% are concerned about having enough savings, according to the 21st Annual RBC...

Hal Wallach has joined Mercer’s St. Louis office as Partner and Senior Global Client Manager, a newly created position.