News

A judge has moved forward claims against Bank of America (BofA) Corp., certain officers, and directors that they concealed intended bonuses and losses at Merrill Lynch & Co...

Although half of households feel they need more life insurance, ownership of individual life insurance has hit a 50-year low, according to a new LIMRA study. 

The Charles Schwab Corporation is paying $150 million in stocks and cash for Windward Investment Management, an exchange-traded fund (ETF)-focused investment advisory firm headquartered in Boston.  

A Los Angeles-based law firm has launched an ERISA-based fiduciary investigation of Northern Trust.  

With the introduction of several new initiatives and a new VP, The Hartford Financial Services Group plans to grow their middle market business for 401(k) defined contribution and...

Next week we will launch our eighth annual search for the nation’s best retirement plan advisers. 

The Internal Revenue Service (IRS) is looking for some input on Roth 401(k)s.

The Department of Labor’s Employee Benefit Security Administration is issuing a proposed rule that would supersede the existing procedure governing the filing and processing of applications for administrative...

The United States has asked a federal court to permanently bar a California man from promoting alleged sham pension-plan and welfare-benefit-plan tax fraud schemes.

A federal judge in North Carolina has moved forward a claim that Bank of America (BoA) unlawfully eliminated, or cutback, the separate account benefit afforded by 401(k) plans...

The U. S. Department of Labor’s Employee Benefits Security Administration (EBSA) has released the agenda for the upcoming joint hearing with the Department of the Treasury on lifetime...

Did 403(b) plan sponsors get it right?  

Retirement income solutions are new and different.

Caterpillar Inc. said management, support and other nonunion employees in the U.S. will switch from a defined benefit pension plan to a 401(k) plan beginning in 2011.

Doing a cybersearch for Cameron Diaz can be risky business, McAfee finds. 

A New Look at the Importance of Income Replacement 

The SPARK Institute has posted more than 20 answers to new questions it has received regarding its 403(b) Plans Information Sharing Data Elements Best Practices and Best Practices...

CPI Qualified Plan Consultants will be opening an office in Birmingham, Alabama, with Wayne Bosch at the helm.  

The Charles Schwab Independent Advisor Outlook Study indicates that while advisers see cause to be optimistic, their clients are more unsure.  

MetLife has announced the availability of its enhanced Web-based Benefits Benchmarking Tool, designed to help employers and brokers deliver strategic benefits decisions and recommendations.