News

Charles Schwab has found that participant engagement in Schwab-serviced 401(k) plans increased both online and over the phone during the months of September and October.

The Newport Group is now making its participant account statements and participant Web site available in Spanish.

Symetra Life Insurance Company announced the availability of its Stability Suite.

Fidelity Investments today announced the launch of Fidelity WealthCentral, a Web-based wealth management platform for registered investment advisers (RIAs).

A Mercer survey indicates that the economic realities of the past year have led retirement plan participants to lower their retirement expectations.

The GMS Group has launched a managed account platform with new offerings from FundQuest.

The Financial Industry Regulatory Authority (FINRA) Monday launched the Fund Analyzer, an online tool to help mutual fund investors with investment choices.

Fidelity Investments has announced the launch of its new Retirement Rewards Card, which gives consumers the ability to save for retirement while making purchases.

JennisonDryden plans to reopen the Jennison Small Company Fund.

Invesco Aim has announced changes to the management strategy of AIM Limited Maturity Treasury Fund that it said will allow for more active management of the portfolio.

Brinker Capital released the year-end results of its Brinker Capital Retirement Indicator, a gauge of financial adviser sentiment regarding retirement-related issues.

The Depository Trust&Clearing Corporation (DTCC) announced today a change in its rules that will give investment managers who oversee managed accounts programs direct access to Fund/SERV and other...

The trend of suspending company match contributions to save money during the financial crisis has spread to 403(b) plan sponsors, as St. Peter’s Health Care Services announced it...

A group of technology providers to the independent financial advisory industry banded together to launch the Independent Advisor Technology Forum (IATF).

As my wife and I drove to pick up our eldest for the Thanksgiving break, I saw something I never thought I would see again.

Almost one year to the day after Internal Revenue Service (IRS) officials first proposed a series of procedures for correcting income inclusion issues with additional taxes under Section...

The SPARK Institute has released “Best Practices for 403(b) Plans Information Sharing -- Minimum and Comprehensive Data Elements Version 1.03.”

Ohio-based Oswald Financial, Inc., a consultant in the design, implementation, and management of retirement plans, has launched a retirement plan hotline for employers and retirement plan fiduciaries.

A Vanguard analysis finds participants are heeding expert advice to stay the course during the market turmoil, and are not trading and withdrawing funds in a panic.

A federal judge in Kentucky has cleared an employer of charges it violated the Employee Retirement Income Security Act (ERISA) by not including early retirement benefits in a...