News

The Department of Labor’s Employee Benefits Security Administration has announced two upcoming dates for its “Getting It Right…Know Your Fiduciary Responsibilities” seminar.

Forward Management, LLC, has announced that Accessor Funds are now the Forward Funds.

About one in 10 brokers reported that they are very unsatisfied with their firms, according to a new survey.

Heidi Walsh has left T. Rowe Price to join J.P. Morgan Asset Management.

The number of large U.S. companies that are replacing defined benefit (DB) programs with account-based retirement plans for new salaried employees continues to be on the upswing.

Sponsors and plan service providers with questions about the U.S. Department of Labor’s ERISA Filing Acceptance System (EFAST2) can listen to an upcoming Webcast to get some answers.

New York Life Retirement Plan Services has added Ivette Dominguez to its sales team.

Payden & Rygel, a Los Angeles-based investment manager with $55 billion in assets under management, has opened a Boston office.

Law Offices of Howard G. Smith is investigating potential claims against Transocean Ltd. concerning whether the company’s 401(k) savings plans imprudently invested in Transocean stock.

A study by J.P. Morgan found that health savings accounts with higher cash balances are becoming more common.

RidgeWorth Investments has launched a fee benchmarking tool for financial advisers who work with plan sponsors.

The trustee of an employee stock ownership plan (ESOP) acted in good faith when it determined the fair market value of company stock, so it did not violate...

Is your retirement plan due for a tune-up?

Great-West Retirement Services has appointed Gary Plourde, former Great-West sales manager, as regional director of national accounts for its Southeast market.

The U.S. Supreme Court on Monday set a new standard for litigants suing under Section 502(g)(1) of the Employee Retirement Income Security Act (ERISA) to be awarded attorneys’...

The Internal Revenue Service (IRS) has announced that 2011 inflation adjusted amounts for Health Savings Accounts (HSAs) as determined under §223 of the Internal Revenue Code are unchanged...

DALBAR, Inc. has released its national study of what investors expect to see in a statement from financial services companies.

CUNA Mutual Group has teamed up with Madison Asset Management to reengineer its Ultra Series Target Retirement Date Funds to support an outcome-based retirement planning model.

New research from The Vanguard Group suggests the watch phrase for equity investors should be: if it sounds too good to be true, it probably is.

Great-West Retirement Services has appointed Pat Fields as regional sales director for northern California.