News

Transamerica Retirement Services has expanded its lineup of available investment choices and investment styles for the small- and mid-sized plan markets.

Charles Schwab is expanding its “MoneyWise” program to Facebook, aiming to attract more Gen Y users.

With our PLANADVISER National Conference just one week away, I found myself turning back to my notes from the PLANSPONSOR National Conference in June.    

Goldman Sachs Asset Management (GSAM) has turned to Jim O’Neill to be its next chairman.

The Principal has made another distribution from its frozen real estate fund – and a significant one at that. 

The Securities and Exchange Commission has approved the adoption and extension of new stock trading circuit-breakers.    

Paychex offers clients a solution for electronically reviewing, signing, and transmitting Form 5500 to the U.S. Department of Labor (DoL) through the Paychex Online Retirement Services Web site.

Russell Investment’s quarterly “Financial Professional Outlook” survey of financial advisers indicates this is the most challenging time in many advisers’ careers.

 Leawood, Kansas-based Bukaty Companies has merged with Kansas City-based wealth management pioneer The O’Renick Companies.

Strategies to increase participation rates and build your business.

Diversified Investment Advisors, Inc., has launched “Your Money Matters” on Facebook to share and explore retirement and personal finance issues and trends with consumers.

Some 72% of employers in a recent poll have adopted auto plan features, with 51% using auto enrollment and 71% deferring participants into a target-date fund.

John Hancock Financial Network (JHFN) has launched an effort to expand growth through its retirement planning platform and has hired industry veteran Bruce Harrington to lead the effort.

Morgan Stanley Smith Barney (MSSB) has appointed Managing Director James F. Walker to lead the Consulting Services Group.

J.P. Morgan Funds has launched a new equities mutual fund, the JP Morgan Research Equity Long/Short Fund.

The Hartford Mutual Funds has named Jeff Reiss national sales manager.

Invesco PowerShares has entered into an agreement with Keefe, Bruyette & Woods, Inc. (KBW) for exclusive licensing to four indexes covering the financial services, REIT, and property &...

Vanguard has introduced eight new index mutual funds and nine new exchange-traded funds (ETFs) based on S&P domestic stock benchmarks.

Where to eat when you're on the go. 

Far more organizations provide defined contribution retirement plan participants with general educational materials about the plan and about investing than provide participants with individual investment advice, according to a poll by...