The New York state attorney general’s office is close to reaching a settlement with brokerage firm Fidelity Investments over its marketing of auction-rate securities (ARS), The New York...
Considering the retirement savings lost every year by participants who take lump-sum distributions of their plan accounts, Benefit Consultants Group launched a service that “offers a unique approach...
HSBC Global Asset Management announced it will launch a Middle East and North Africa fund next month as part of its plans to expand its capabilities in frontier...
When it comes to reaching out to advisers, asset managers need to stop attempting the one-size-fits-all approach, according to a study by asset management consulting firm kasina.
Total assets in individual retirement accounts (IRAs) grew 12.5% in 2007, reaching a record $4.75 trillion, according to a study released Thursday by the Employee Benefit Research Institute...
SecurePath by Transamerica has unveiled a special Second Careers section of its Web site designed to help pre-retirees and employers plan for the type of retirement that best...
David K. Young Consulting, LLC, developed a 403(b) Action Plan Checklist to help school districts, universities, and other non-profits identify issues that they need to consider as they...
Efficient Market Advisors, LLC (EMA), an exchange-traded fund (ETF) separate account manager, announced the launch of what it says is the first 403(b) program offering professionally managed portfolios...
Securian Financial Group, Inc., today announced plans to purchase Capital Financial Group, Inc., and its broker/dealer affiliate, H. Beck, Inc. of Rockville, Maryland.
A New Jersey appellate court affirmed dismissal of fraud charges against advisers who recommended that a firm join a multiemployer welfare benefit plan.
The ERISA Industry Committee (ERIC), Investiment Company Institute (ICI), and the SPARK Institute all gave the Department of Labor (DoL) opinions on its recent fee disclosure proposal.