News

Convergent Retirement Plan Solutions, LLC, has launched Learning to Retire, an interactive, online learning application designed to help educate near-retirees about the upcoming transition.

The U.S. Department of Labor (DoL) and the Internal Revenue Service (IRS) released a new publication to help small employers understand automatic enrollment for 401(k) plans.

While the trend might only affect less than 1% of 401(k) participants, a spike in withdrawal requests and deferral rate decreases to zero percent should still be a...

Grail Advisors has filed a registration statement for two new actively managed exchange-traded funds (ETFs).

Morgan Stanley Investment Management (MSIM) announced that the Morgan Stanley Global Infrastructure Fund has reopened to new U.S. investors.

Rollover platform provider RolloverSystems Inc. has published a best practices guide for plan sponsors who are contemplating a 401(k) plan termination.

403(b) plans are lagging in employee participation and plan features to incent participation, according to research from PLANSPONSOR.

Research from Corporate Insight graded do-it-yourself retirement-planning calculator tools offered by brokerage firms to assist investors.

MUTUALdecision, an online source for predictive mutual fund models, launched a tool enabling investors and financial advisers to rank U.S. mutual funds based on academic research.

As a reaction to the plunging stock market, the overall transfer activity in the Hewitt 401(k) Index was significantly higher in 2008 than in previous years.

Third-party distribution has gained share in both the retail and institutional marketplace since 2002—a trend Cerulli expects to continue.

Auto-parts supplier Visteon Corp. announced it would suspend its 401(k) match as well as its salary increases in the face of slumping sales.

The Payden/Kravitz Cash Balance Plan Fund, described as the "first and only mutual fund designed exclusively for Cash Balance Pension Plans,″said it has been added to 10 provider...

An Atlanta-based industrial-cleaning chemicals company became the latest employer to call a temporary halt to its 401(k) match in a cost-cutting drive.

A survey released Wednesday finds Americans with deep-seated fears about how the nation’s current economic turmoil will impact their retirement.

Fidelity Investments today announced the launch of three free capabilities to its stock research platform to help investors generate ideas and make more informed investment decisions, the company...

Less than a third of surveyed high-net-worth retirees said they changed advisers at the time of their retirement, according to a study commissioned by Securian Financial Group.

If you’re looking for a way to help a client's 401(k) go green, an unusual coalition has a new idea.

The IPS AdvisorPro investment policy statement (IPS) technology platform will be available on a preferred basis to Garrett Planning Network's 300 financial advisers, a release said.

Reflecting investors deep concerns about the volatile markets, fund performance is no longer the main driver of mutual fund company loyalty, according to a study from Cogent Research.