News

A new survey reveals a potential disconnect between plan sponsors and plan participants.

In 2009, 76% of mutual fund-owning households indicated that their primary financial goal for their fund investments was saving for retirement, according to the Investment Company Institute (ICI).

Eighty percent of households that owned funds outside a workplace retirement plan held funds purchased through a professional adviser, according to the 2010 Investment Company Fact Book released...

As demand for exchange-traded funds (ETFs) has grown, ETF sponsors have offered more funds with a greater variety of investment objectives, according to the 2010 Investment Company Fact...

U.S.-registered investment companies managed $12.2 trillion at year-end 2009, a $1.8 trillion increase from year-end 2008.

While 401(k)s and individual retirement accounts (IRAs) still seem to be the most important source of retirement income, the proportion of Americans planning on rely on Social Security...

Morgan Stanley Smith Barney’s Consulting Group has named Marc J. Brookman as director of Sales and Thomas Butler as head of Products and Platform Development.

Benefit Plan Solutions has announced its newest service offering, DC Solutions, a technical consulting, problem solving, and plan design service.

A majority of Americans have a false perception of how stock market investments fared last year, and are still uneasy about investing in stocks, according to a new...

Clark Capital Management Group offers risk-based asset allocation models designed to protect 401(k) participants from dramatic declines.

MassMutual Retirement Services said it enhanced product, pricing, and process in order to help retirement plan advisers and third-party administrators (TPAs) in the $5 million and under market.

A federal court has dismissed charges that Unisys Corporation and Fidelity Management Trust Company caused participants in Unisys’ retirement savings plan to pay excessive fees.

Millionaires and affluent investors are more optimistic about the investment environment, according to the latest survey by Spectrem Group.

Sometimes it’s nice to talk to someone who doesn’t have an opinion.

A new survey found uninsured medical expenses rival retirement savings as the most pressing financial concern for Americans.

While investors demonstrated more knowledge about Roth IRAs than last year, many still do not understand the tax implications of a Roth, according to a Fidelity Investments survey.

Aon Corp. has agreed to pay $1.8 million to settle a lawsuit alleging 401(k) participants lost tens of millions of dollars when Aon’s overvalued company stock price collapsed...

Stock and bond funds experienced net inflows of $70 billion in March, according to the Financial Research Corporation (FRC).

While Americans haven’t quite recovered the losses their portfolios suffered amid the market downturn, they are more optimistic than last year, according to a survey commissioned by Edward Jones.

The U.S. Department of Labor (DoL) has announced plans to change a 2007 mandate requiring that employers give participants more target-date fund information.