News

Advisers surveyed by Brinker Capital reported that despite 2009’s impressive market returns, many of their clients still have to delay retirement in order to eradicate performance shortfalls.

Smart401k has released a new proprietary retirement planning tool that provides clients with a way to track progress toward their retirement goals and determine how changes in retirement...

Fidelity Investments will be unveiling a new fee structure as well as enhanced reporting and payment processes for advisers who sell its plans.

Northern Trust has launched a new investment fund platform that will consist of a series of collective funds sub-advised by investment managers retained and overseen by Northern Trust.

Last Saturday night, we returned to a home darkened by a power outage.  

A federal court has dismissed most claims against State Street Corporation and its retirement plan fiduciaries regarding the offering of company stock as an investment in its employee stock...

Research from the Employee Benefit Research Institute (EBRI) found that automatic enrollment of participants in 401(k) plans is likely to be most beneficial to young and low-income workers,...

A federal court has ruled that Medtronic Inc. did not breach its fiduciary duties by continuing to offer company stock as a retirement plan investment during a period...

Richard P. Slaughter Associates, an Austin, Texas-based wealth management firm, has launched a new division that will provide 401(k) services to small and mid-sized companies.

The law office of Brodsky & Smith, LLC, announced it is investigating the investment of Schweitzer-Mauduit International, Inc., retirement plan participants' and beneficiaries' assets in company stock.

In addition to the financial concerns of retirement, lesbian, gay, bisexual, and transgender (LGBT) Baby Boomers have fears of discrimination and dependency on others for care, according to...

The Standard has announced the appointment of four new pension consultants to its Retirement Plans Sales team.

Unum has released a new series of educational videos to help Spanish-speaking customers learn about its employee benefits products and services.

A new service called 401(k) Rekon aggregates and lists resources offered to financial advisers by 401(k) plan providers.

It seems there are plenty of bosses who might not mind if you watch some NCAA March Madness in the office.

When it comes to reading, most affluent seniors don’t want to snuggle up with a lengthy description of their investments, a new survey suggests.

Fidelity Investments has created a Client Experience organization within its institutional division in order to meet the “evolving demands” of independent advisers, broker/dealers, traders, and family offices.

Collective trust funds (CTFs) are experiencing a renewed interest over the last few years in the defined contribution landscape, according to the latest retirement-focused research from Cerulli Associates.

Data from Charles Schwab shows that more people are rolling 401(k) savings into an individual retirement account (IRA) when leaving a job.

Investors have recovered their bullishness towards equity markets, but are shifting their focus away from Europe and into the U.S. and Japan, according to the BofA Merrill Lynch...