News

Glen Eichelberger and Brian Teaff, both formerly of Fulbright & Jaworski, have joined the firm’s Houston office in its wealth management practice. 

The ERISA Industry Committee (ERIC) believes that electronic disclosures will improve efficiencies at every step in a retirement plan, which it explained in a letter to the Department...

Investment management company Vanguard has established Vanguard Investments Canada Inc., which will enable them to reach Canadian investors through investment advisers.   

Living longer than expected is one of the most serious issues facing U.S. workers today, according to the Institutional Retirement Income Council (IRIC).

In May, the FTSE NAREIT All Equity REITs Index was up 1.00% and the FTSE NAREIT All REITs Index was up 0.84%, while the S&P 500 fell 1.13%.

Withdrawals and other leakage issues should be less of a concern to retirement plan sponsors than other factors, according to a research analyst at Vanguard. 

Putnam has introduced an iPhone application allows participants to find savings opportunities through comparison shopping, and then immediately direct that savings to their 401(k) account.

Much to my surprise, my son went to prom this weekend. 

With the added support of the U.S. Supreme Court decision in CIGNA Corp. v. Amara, Secretary of Labor Hilda L. Solis again filed an amicus curiae brief with...

Insurance company assets managed by third-party U.S. investment firms rose to a record $1.75 trillion at the end of 2010.

Fiserv, Inc. will be integrating Morningstar analytics and data into its front-office Financial Advice Solutions, providing advisers retirement income modeling, and financial planning.

Wells Fargo found significant differences between how today’s retired Americans are funding their retirements and how those yet to retire expect to do so.

A new report finds that a shift toward equity funds benefited all wrap platform types in the first quarter, but that discretionary “rep-as-portfolio manager” programs enjoyed the fastest...

FiduciaCare, an online solution for defined contribution plan sponsors and their advisers, is being offered on the Mid-Atlantic Trust Company platform.

The American Society of Pension Professionals & Actuaries (ASPPA) has requested that the Internal Revenue Service revise the due date for filing the Form 8955-SSA for 2009 and...