OppenheimerFunds, Inc. has enhanced its Pinnacle and Record(k)eeper Pro platforms for small and mid-sized companies with a tool to implement automatic plan feature provisions of the Pension Protection...
In a landmark ruling eagerly awaited by the retirement services community, the U.S. Supreme Court on Wednesday declared that defined contribution participants can bring fiduciary breach suits to...
The U.S. Supreme Court declined to review a case in which an appellate court determined a profit-sharing plan was not subject to spousal consent requirements of the Employee...
A federal judge in Connecticut has joined with most of his colleagues around the country in ruling on a seven-year-old lawsuit that CIGNA Corp’s cash balance plan is...
Fewer than one third of all financial services firms providing products across five investment categories enjoy positive loyalty ratings among advisers who sell their products, according to a...
Signature Resources Capital Management, a registered investment adviser (RIA), has partnered with FundQuest Incorporated to launch a new full service wealth management platform for Signature’s staff of financial...
TD AMERITRADE Holding Corporation has launched WealthRuler, a retirement planning tool that the company says can help investors predict their chance of accumulating a large enough nest egg.
Wachovia will begin selling its new Wachovia Securities FundSource 401(k) through the firm’s more than 15,000 Wachovia Securities financial advisers.
A new brief issued by the Center for Retirement Research at Boston College (CRR) argues that health care costs increase the percentage of households that will be ‘at...
A California executive compensation research firm says companies with publicly disclosed stock ownership policies for executives and directors saw sizable increases between 2005 and 2006.
The U.S. Securities and Exchange Commission (SEC) launched a Web site on Friday that enables investors to probe the financial data of a select group of companies.
State Street Global Advisors (SSgA) announced that the SPDR S&P International Dividend exchange traded-fund (ETF) began trading on the American Stock Exchange on Tuesday.
Citigroup has suspended redemptions in CSO Partners, a fund specializing in corporate debt, after investors tried to redeem more than 30% of the fund's roughly $500 million in...
Employee stock ownership plans (ESOP) and ESOP-like plans saw a significant increase in number and size in 2007 compared to a year earlier, according to estimates from the...
CBH Pensions, Inc., provider of retirement plan consulting and administrative services, has joined Alliance Benefit Group, a national network of independently owned retirement plan consulting and administration firms.