News

A court ruled that Boeing Co. did not violate the Employee Retirement Income Security Act (ERISA) or the Labor Management Relations Act (LMRA) when it presented changes to...

Hansberger Global Investors, Inc. (HGI), has announced the launch of the Hansberger Multiple Investment Trust, a collective investment trust (CIT).

New York Life Retirement Plan Services has unveiled a redesigned participant Web page.

Forward Management, LLC, has launched the Forward Tactical Growth Fund (FFTGX).

Forty-one percent of independent investment advisers reported that retired clients are reducing the amount of their retirement distributions, according to a study by Charles Schwab.

U.S. District Judge Jed Rakoff rejected a settlement between the Securities and Exchange Commission (SEC) and Bank of America (BofA) over bonuses paid by Merrill Lynch, the Associated...

Westrock Group, Inc., announced that Dana Reed has joined the firm as head of marketing.

The last year might not have been uplifting for many Americans, but a survey suggests it has made them more proactive in managing their finances.

PAi debuted EZ-Illustrator, a tool designed to help financial advisers determine whether their clients are a good match for a comparability profit-sharing plan.

If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed...

PlanTools, LLC, announced the release of its Expense Analysis and Benchmarking Tool that will offer more than 10 reports.

Among its many provisions, the American Recovery and Reinvestment Act (ARRA) included a rule change for Section 529 tax-free college savings plans and prepaid tuition programs to add...

In Notice 2009-75, the Internal Revenue Service provides guidance in the form of a Q&A on the tax treatment of eligible rollover distributions from qualified plans into a...

Senator Tom Harkin (D-Iowa) has been named chairman of the Committee on Health, Education, Labor & Pensions (HELP).

ING has named X. Rick Niu chief marketing officer for ING U.S. Retirement Services, effective September 1.

Participants in 401(k) plans continued a cautious move into equity during August, with a total of $203 million shifted from fixed income into equities, according to the Hewitt...

Putnam Investments has launched a Web site to support its nine Putnam Global Sector Funds targeting stocks in sectors across the MSCI World Index.

ExpertPlan and Charles Schwab Trust Company (CSTC) have teamed up to create a new trading platform under which Schwab will perform custody, trust, and clearing services for plans...

Diversified Investment Advisors, Inc., has enhanced its nonqualified deferred compensation (NQDC) plan solution, Retirement Advantage, to assist plan sponsors and their advisers in meeting 409A requirements.

The Hartford Financial Services Group has formed Hartford Life Distributors (HLD), a combined sales and distribution organization for its investment and retirement products that will focus on working...