News

Ever wonder how your DC plan clients' plan measures up against comparable plans?

Most advisers in the small to mid-sized market say that increasing sponsor concerns about revenue sharing and fiduciary duties are fueling consulting demand, according to Cerulli Associates.

Fee-based advisers play a crucial role in determining the success of next-generation managed account solutions, such as unified managed account (UMA) programs, according to Cerulli Associates.

Cerulli Associates says asset managers will look toward more progressive approaches with target-date funds in the next year.

Asset International, the parent company of PLANSPONSOR, PLANADVISER, and Global Custodian, has been acquired by Austin Ventures, a venture capital and growth equity firm with $3.9 billion of...

Charles Schwab will start off the first quarter of 2009 with three new reports to provide practice management guidance to advisers.

The Boston-based Pioneer Investments has named Bill Taylor as senior vice president and head of Relationship Management and Strategic Alliances Group in the U.S.

When third quarter statements started rolling in, the majority of mutual fund management firms did not acknowledge the effect of current market woes on investor assets.

The credit crisis will shift the way wealth management firms service investors, according to a report from Celent.

There was a time when Christmas shopping for my nieces and nephews was a relatively straightforward process.

In a letter to a top Congressional lawmaker this week, the Treasury Department said it will not suspend the required minimum distribution (RMD) requirement for 2008.

Most of the millions of American workers who invest for retirement through a 401(k) plan are staying the course despite tumultuous markets, and want to preserve the 401(k)’s...

The board of directors at AllianceBernstein Holding L.P. has named Peter S. Kraus Chairman and Chief Executive Officer.

The list of retirement plan victims of a huge Ponzi scheme authorities claim was run by Bernard Madoff continues to grow.

The wealthy and large institutional investors were not the only victims of the $50-billion Ponzi scheme orchestrated by Wall Street trader Bernard Madoff.

Due to new 403(b) regulations, plan sponsors and their advisers have faced the task of deciding on procedures for information-sharing to and from plan vendors.

Equity ownership in defined contribution retirement plans has risen in recent years.

President-elect Barack Obama is expected to tap U.S. Representative Hilda Solis (D-California) as the next Secretary of Labor, according to widespread media reports Thursday.

At year-end 2007 more than 7% of 401(k) assets were invested in lifecycle funds and one-quarter of 401(k) participants held lifecycle funds, according to an analysis conducted by...

403(b) plan sponsors have just gotten some additional breathing room from regulators – and, according to a recent survey, they’ll need it.