News

Great-West Retirement Services appointed Troy Testa as regional sales director for Michigan.

A recent study found that healthy older adults have less negative thoughts than other age groups, leading to more life satisfaction.

There is much opportunity for advisers in the 403(b) church plan market, but one should get educated first, because church plans are different.

Adding college planning and tax planning to an adviser’s service offerings can result in retirement plan leads.

Aequitas Capital Management added two executives at its Portland headquarters.

Erado announced a multi-year agreement to provide social media compliance services to M Holdings Securities Inc. (M Securities), the broker/dealer of M Financial Group.

DST Systems Inc. announced a new administrative solution that makes retirement income products more widely available to sponsors of defined contribution retirement plans and their participants. 

Fund managers have turned significantly more cautious about the prospects for world growth and investment returns, according to a global survey of investment managers by Towers Watson.

Michael Hall joined Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, as national sales manager for Institutional Retirement Solutions Distribution (IRSD). 

 T. Rowe Price launched Ready-2-Retire, a web-based tool that allows investors to envision how they might live in retirement.    

 One of the key reasons for the 403(b) Transparency Taskforce’s new 403(b) model disclosure form is so vendors can show plan sponsors that they offer more than just...

 Initiatives in President Barack Obama’s budget proposal would impact retirement savings for some workers. 

 The College Savings Plans Network (CSPN) reported that as of the close of the most recent fiscal year, Section 529 prepaid tuition plans are, on average, approximately 93%...

Putnam Investments has been added to the Merrill Lynch Advisor Alliance platform.

The current tax treatment of 401(k) plans costs the U.S. Department of Treasury between $50 and $70 billion per year, says a recent analysis.