News

The Internal Revenue Service (IRS) has updated its procedures for requesting determination letters on the qualified status of pension, profit-sharing, stock bonus, annuity, and employee stock ownership plans.

Los Angeles-based asset management firm The TCW Group has launched the TCW Emerging Markets Equities Fund (TGMIX/TGMMX).

Voyageur Asset Management Inc. has announced that it has changed its name to RBC Global Asset Management (U.S.) Inc.

Aviva Investors has agreed to buy 100% of River Road Asset Management, a Louisville, Kentucky-based U.S. value equity manager.

Compass Efficient Model Portfolios (EMP) has launched the Compass EMP Alternative Investment Fund (CAIAX, CAICX, and CAITX).

Lazard Asset Management LLC has announced the launch of the Lazard Global Listed Infrastructure Portfolio (GLIFX, GLFOX), available to both institutional and individual investors.

The Internal Revenue Service (IRS) has released an in-depth primer on how taxpayers can voluntarily better comply with regulations governing documents for nonqualified deferred compensation plans.

Investment management firm Lord, Abbett & Co. LLC (Lord Abbett) said today that it will waive the annual custodial fee for every new Lord Abbett IRA opened between...

Employers need to take steps to make defined contribution (DC) plans better primary savings vehicles, said Jamie Kalamarides, senior vice president of retirement solutions at Prudential Retirement.

TIAA-CREF announced it has kept its holdings in only one of five companies it targeted last year for potential divestment over their business relations with the government of...

H&R Block Inc will pay as much as $20.2 million to settle a New York lawsuit accusing it of fraudulently marketing individual retirement accounts (IRAs) that charged hidden...

Huntington Funds has launched a new fund to tap into emerging markets.

SunTrust Banks Inc. is trying to sell RidgeWorth Investments, its multi-boutique asset management business, people familiar with the matter said on Monday, according to Reuters.

WisdomTree has launched the WisdomTree International Hedged Equity Fund (HEDJ).

Diversified Investment Advisors, Inc., has announced that Brodie Wood has been promoted to vice president and 403(b) market leader of the firm’s not-for-profit (NFP) practice.

Major U.S. stock indexes ended what turned out to be a good year on a sour note—albeit on very light trading volume.

Kring Financial Management has developed a solution for investors who want to manage their retirement plan investments proactively.

San Francisco-based RS Investments has announced the launch of three new fixed-income funds.

What might the year past mean for the year ahead - on fee disclosure, target date funds, investment advice?  

The latest Employee Benefit Research Institute (EBRI) Issue Brief examined how current health reform legislation being debated in Congress will impact the future of retiree health benefits.