News

Retirement plan advisers, like the adviser industry as a whole, will be driven by regulatory trends and see a move toward fee-based compensation, according to TowerGroup.

Curian Capital, LLC, said it has expanded its Custom Style Portfolios to include two income-focused strategiesâ€″one based on equities and the other on fixed-incomeâ€″aimed at retirees.

Fidelity Investments introduced single sign-on and referral program features to its HybridOne offering for dually registered advisers.

My eldest has been carrying a heavier than “recommended″ class load this semester.

My eldest has been carrying a heavier than “recommended″ class load this semester.

The Securities and Exchange Commission (SEC) said eight former employees of Fidelity Investments’ equity trading desk will collectively pay more than $1 million to settle SEC charges for...

A day after U.S. House lawmakers unanimously approved a sweeping pension reform measure, the Senate followed suit on Thursday with its own unanimous approval of the bill.

RESOURCES for Retirement, a retirement plan advisory and consulting firm, said it brought on Kristen Maldonado as an adviser.

The IRS issued a notice Thursday announcing relief for 403(b) plans that do not have a written plan in place by January 1.

A broad pension relief measure approved by U.S. House lawmakers—including a one-year stop on the required minimum distribution rules—also includes a variety of other measures sought by business...

Bukaty Companies Retirement Plan Services, a division of Bukaty Companies, has launched a toll-free retirement plan “helpline” for retirement plan sponsors unclear of their fiduciary responsibilities in light...

Defined contribution plan activity rose as participants reacted to economic turmoil by reallocating their portfolios away from equity assets to fixed-income funds, according to The Callan DC Index...

The Vanguard Group announced its intention to offer its first international small-cap index fund.

Participants might know less than you think about personal finance and the economy, a poll of Americans suggests.

Three financial planning organizations—Certified Financial Planner Board of Standards, Inc. (CFP), Financial Planning Association (FPA), and National Association of Personal Financial Advisors (NAPFA)—said they have come together to...

Even as news reports of companies suspending employer match contributions to defined contribution plans continue, a Mercer survey reveals 83% of employers do not expect to reduce their...

Kodak announced it is suspending its 401(k) match and not increasing executive compensation.

The U.S. House of Representatives passed the Worker, Retiree and Employer Recovery Act of 2008 by unanimous consent.

According to Section 409A guidance issued Wednesday by the U.S. Treasury Department and the Internal Revenue Service (IRS), an employer is not required to report nonqualified deferred compensation...

HighTower says it is the first adviser-owned, nationally branded, fiduciary financial services firm dedicated to serving high net worth investors.