News

A sales kit for insurance professionals, recently released by Pacific Life, explains how life insurance can help build assets for clients' retirement plans while providing protection to families...

Jac McLean has been appointed managing director, Brokerage, of Eaton Vance Distributors, Inc., the broker/dealer subsidiary of Eaton Vance.

Mutual funds advised by Aberdeen Asset Management Inc. have been added to the CPI retirement plan platform, announced CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration...

Many Americans have little money put away in savings and investments, according to the 2009 Retirement Confidence Survey (RCS).

Buck Consultants, an ACS company, introduced a green awareness consulting service to help employers change their employees' behaviors in the office and at home.

State Street Global Advisors (SSgA) introduced what it said is the first convertible bond exchange-traded fund (ETF) available to U.S. investors.

Principal Funds has lowered the up-front sales charges on Class A shares of its fixed-income funds.

NAVA, the Association for Insured Retirement Solutions, brought on Lee Covington as senior vice president and general counsel and promoted Deborah Tucker to vice president of Membership, Marketing&Standards.

Apparently workers aren’t the only ones worried about retirement.

According to a new analysis, lawsuits related to the Employee Retirement Income Security Act (ERISA) are increasing in number and complexity in terms of combinations of allegations.

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, launched a new program to help broker/dealers better serve investment professionals and registered investment advisers (RIAs).

DWS Investments launched new and enhanced educational tools about structured products, designed to meet the educational needs of both financial advisers and individual investors.

M Financial Group today announced that Deerfield, Illinois-based Goldstein Financial Corporation (GFC) has become a member firm.

If you think you've seen them all, check out these creative tax deductions.

A study of affluent Americans found their primary investment objective is preservation of capital.

UBS announced at its annual general meeting that the firm will slash more than 11% of its workforce, but it’s not yet clear what that means for financial...

They say that practice makes perfect--and for non-profit employers that sponsor 403(b) retirement plans, Principal Financial Group is offering to give them a chance to "practice."

The Internal Revenue Service (IRS) used PLANSPONSOR's 403(b) Summit to unveil the next step in the tax agency’s efforts to move 403(b) plans closer to their 401(k) cousins.

A new study of 401(k) fees found that the median fee was 72 basis points—but also found a significant range of variance.

About a fourth of workers losing confidence in their ability to retire have turned to a financial professional to help them, according to a new EBRI study.