News

Charles Goldman, who joined Fidelity from Charles Schwab about a year ago, plans to leave the company at the end of March, according to news reports.

MassMutual's Retirement Services Division released data indicating that participants in its retirement plans are taking a calmer, longer-term approach to their retirement saving plans.

Retirement Plan Advisory Group (RPAG) has recruited David W. Stecher as national practice leader for Executive Benefits Consulting.

LPL Financial Corporation said that Derek Bruton, executive vice president and national sales manager, has assumed oversight of the company's Hybrid RIA platform.

The Guardian Insurance & Annuity Company, Inc., announced that two of its group retirement products can now be used to fund cash balance plans.

Most Americans (58%) said they have a gap in their retirement savings, according to a recent survey.

Deutsche Asset Management (DeAM), Deutsche Bank’s global asset management business, has announced the formation of two independent investment boutiques.

Putnam Investments has introduced a new online tool and Web site to help retirement plan participants determine how much monthly retirement income their savings will allow for.

VALIC has been selected by the University of Alabama System (UAS) as a 403(b) plan provider for its more than 19,000 faculty and staff members.

A recent survey for Union Bank found 90% of Americans agree that financial stress can affect one's health.

A new guide from The Principal shows how 10 companies protected their financial security during the economic downturn by helping protect the financial security of employees.

Most American workers feel unprepared for retirement and are open to making changes to retirement plans, such as implementing automatic features, according to a new survey by Prudential...

PLANSPONSOR, an Asset International company, has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.

The Obama Administration on Monday released retirement initiatives, including establishing automatic individual retirement accounts (IRAs), simplifying and expanding the Saver's Credit, and updating 401(k) regulations to increase transparency.

U.S. Retirement Partners has acquired a specialized plan firm in Florida for its national network of 403(b) benefits providers serving the K-12 market segment.

New York Life Investments has announced that Drew Lawton will replace Don Salama as head of New York Life Retirement Plan Services (RPS).

Employee benefits software provider ftwilliam.com has released its EFAST2 Form 5500 software.

Sustainable Asset Management (SAM), a global provider of sustainability investing and the co-developer of the Dow Jones Sustainability Indexes, has hired Neil Johnson to lead its North American...

A former Morgan Stanley institutional financial adviser has settled Securities and Exchange Commission (SEC) charges of securities law violations for not properly disclosing his conflicts of interest.

Westminster Consulting, the ERISA/Fiduciary Consulting business unit of Westminster Financial, LLC, has hired Eric Grimes to the position of senior consultant.