News

The fiduciary exception to the attorney-client privilege rule extends to plan administration between an ERISA trustee and a plan attorney, the 4th U.S. Circuit Court of Appeals has...

Fidelity Investments' College Savings Indicator found 60% of parents who have started saving for their preschool-aged childrens' college costs are still paying back their own student loans.

When The Hartford asked Americans age 45 and older about their retirement plans, two in five said they intended to work longer and delay retirement, or work part...

Recent market volatility will be a major test of broker/dealers’ home office-driven model portfolios, according to an upcoming report from consultant kasina.

LPL Financial has released an enhanced proprietary version of SearchPro, a Web-based qualified plan provider search and benchmarking tool.

L.A. Times employees of media company Tribune who sued over the 2007 Sam Zell-led takeover of the company have won a $32 million settlement.

PricewaterhouseCoopers (PwC) was unable to prove that its calculation of benefits for cash balance plan participants satisfied the Employee Retirement Income Security Act (ERISA), a court found.

As part of the expansion of its Americas platform, Natixis has announced senior appointments in its Fixed Income, Commodities & Treasury (FICT) Americas team.

CAPTRUST Financial Advisors today announced the opening of its newest regional office located inside greater Minneapolis-St. Paul.  

The dual impact of the persistently weak economic environment and new regulations is keeping investment management companies on a slow growth track, according to industry executives surveyed by...

A tax court has upheld a 10% early distribution penalty that the Internal Revenue Service (IRS) imposed on a deemed distribution of a plan loan.

The U.S. Department of Labor’s Employee Benefits Security Administration will host a Webcast on August 24 to inform plan sponsors and service providers about the EBSA enforcement program,...

J.P. Morgan said it is seeing many of its institutional clients actively taking advantage of the down markets to rebalance and get back to their target allocations across...

A paper released by the National Bureau of Economic Research (NBER) presents new empirical evidence about the effects of retirement benefits on labor force participation decisions.

Almost half of American adults say the financial goal that is most important to them is having enough money for retirement.