News

A bill making its way through the U.S. Senate could make it possible to do a conversion to a Roth IRA within 401(k) plans.

ERISA law firm Reish & Reicher has added another attorney to its Employee Benefits practice.

BrightScope has linked up with Acceleration Retirement to offer prospecting and acquisition tools for retirement plan advisers.

As Americans regain confidence in their ability to retire, more workers and retirees turn to advisers for help, according to the 2010 Retirement Confidence Survey, released today by...

RidgeWorth Investments said its new whitepaper highlights how a portfolio with an allocation to mid-caps had a better risk/reward relationship than a portfolio without—over both short and long...

State Street’s latest ETF Snapshot report reveals assets in the U.S. exchange-traded-fund (ETF) industry totaled $752 billion as of February 28—up $21.5 billion or 2.9% during the month.

Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said its new book, “Crossing the Sea,” helps its advisers illustrate the retirement journey to their clients.

Almost half (46%) of surveyed registered investment advisers (RIA) are looking to social media to gain new clients, according to a survey by Rydex|SGI.

I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes in our household.

Two providers have teamed up to offer a new 401(k) services.

Cafaro Greenleaf, an advisory firm to corporate and institutional retirement plans, has added adviser John Peters to its team.

The Securities and Exchange Commission (SEC) has filed fraud charges against a Los Angeles-based investment advisory firm and its principal for an alleged $14.7-million Ponzi scheme targeting retired...

BB&T Retirement Services has launched a redesigned Web site for defined contribution participants.

A federal court found no evidence that Amgen, Inc., breached its fiduciary duties by continuing to offer company stock in its retirement plans.

RBC Capital Markets has introduced a benchmark index for investors in U.S. Treasuries with bonds rebalanced on a daily basis.

Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to...

In February, registered investment advisers’ (RIA) confidence in the economy and stock market was down 2% from January, according to Rydex|SGI AdvisorBenchmarking.

More investors are focused on growing their retirement savings rather than protecting it, according to a survey by Charles Schwab & Co.

The U.S. Department of Labor has sued a trustee of the Westra Construction Inc. Employee Stock Ownership Plan (ESOP) for alleged violations of the Employee Retirement Income Security...

There might really be a difference between “dog people” and “cat people,” new research suggests.