News

Americans with a written financial plan from an adviser are more likely to include health-care costs as part of their retirement planning, according to a new survey.

Fidelity has launched a guidance program "to help investors better understand and consider fixed-income investments as part of their investment goals."

Standard & Poor’s Equity Research Services has added a new bond research portal to its MarketScope Advisor (MSA) platform.

The Hartford Financial Services Group, Inc., has introduced online information-sharing reports and automated data-sharing capabilities for third-party administrators (TPAs) to help 403(b) sponsors meet new requirements.

Tactical ETF Strategies, a division of Gerard Asset Management, LTD., will be available for employer-sponsored retirement plans effective October 1.

AXA Equitable Life Insurance Company announced its intent to participate in the Internal Revenue Service's (IRS) 403(b) prototype program.

The average American spends 8.6 hours sleeping and 7.6 hours working.

Benefit Consultants Group (BCG) said Ken Weaver will lead its internal adviser support teams.

U.S. District Judge Jed Rakoff refused to sign off on Bank of America’s $33-million settlement with the Securities and Exchange Commission (SEC) over disclosures of bonuses paid to...

The combined net assets of U.S. variable annuities rose more than 11% in the second quarter, according to the Insured Retirement Institute (IRI).

Mary Wong, the former adviser of Michael Vick recently sued by the Department of Labor (DoL) and Vick, now has more legal problems to deal with.

Large U.S. companies have made changes to the investment lineups of their defined contribution (DC) plans, according to Watson Wyatt.

DWS Investments, the U.S. retail unit of Deutsche Bank’s global asset management division, has announced the appointment of Michael J. Woods as U.S. head of distribution.

No matter how tight your—or your plan sponsor clients'—budget is, the Profit Sharing/401k Council of America (PSCA) has materials available that will...

Wells Fargo & Company has announced the launch of the Wells Fargo Build America Bond Index. 

The Retirement Advantage, Inc. (TRA), has announced the acquisition of 401(k) Administrators out of Las Vegas.

Many 403(b) plan sponsors are facing for the first time not only Form 5500 reporting, but a plan audit if the plan covers 100 or more participants.

The Financial Industry Regulatory Authority (FINRA) said today that it has barred Tamara Lanz Moon of Redwood City, California, from the securities industry for stealing more than $850,000...

A study from asset management consultant kasina found that most sales and national accounts professionals experienced total compensation declines ranging from 10% to 30% in 2008.

Robert McCann, the former head of wealth management at Merrill Lynch & Co., sued Bank of America Corp. (BofA) in a dispute over his non-compete clause, according to...