News

A new survey has found many plan sponsors concentrating not just on snagging 401(k) participants, but helping them to save enough for retirement.

Dietz&Lynch Financial Group has unveiled an enhanced suite of retirement plan consulting services.

Transamerica Life Insurance Company has unveiled a new business, Transamerica Retirement Management, Inc., to address workers’ needs to have money during retirement and related financial planning issues.

Blue Ocean Portfolios is launching a full service 401(k) plan that has an average annual total participant cost of 0.79% of assets, including the expense ratios of the...

Kravitz has launched a Web site focused on cash balance plans to help retirement plan advisers, providers, and third party administrators grow their retirement plan business.

Citigroup has been hit with a lawsuit alleging the financial services giant committed a variety of fiduciary breaches in improperly having its 401(k) plan do business with its...

BISYS Retirement Services, on Monday unveiled its new name: Ascensus.

Standard&Poor's Equity Research Services has introduced a new market intelligence tool that provides the financial advisory market with a central source of real-time qualitative stock analysis, thematic research,...

According to a new report published by Schwab Institutional, the best-managed advisory firms have clear and long-term strategies for their technology investments, but many advisers are under-utilizing existing...

WisdomTree Investments, Inc. has announced that the WisdomTree Trust will launch a new small-cap dividend-weighted exchange-traded fund (ETF) on October 30 under the ticker symbol DGS.

Schwab Institutional has introduced a new offering to help advisers manage their human capital needs, including finding new talent, retaining and rewarding existing employees, structuring their organizations more...

Standard&Poor’s has launched three more Shariah-compliant indexes: the S&P Global Infrastructure Shariah, the S&P Global Healthcare Shariah, and the S&P /IFCI Large-MidCap Shariah.

Schwab Institutional, a provider of custodial, operational, and trading support for independent investment advisors, has announced new services designed to help advisers retain the management of trust assets.

Following billions of dollars in write-downs and an unauthorized look to Wachovia Corp. for a possible merger, Stan O'Neal will reportedly be leaving his post as CEO of...

Across all plan sizes, target-date funds are the most common default investment option although, in general, small plans are much less likely to have them on their menu...

It may have lacked the hoopla of a midnight Harry Potter release, but in retirement industry circles, last week’s publication of the Department of Labor’s final regulations on...

It may have lacked the hoopla of a midnight Harry Potter release, but in retirement industry circles, last week’s publication of the Department of Labor’s final regulations on...

A federal judge has refused to reconsider his earlier ruling that Deere&Co. was not obligated to disclose the revenue sharing arrangements in its 401(k) plan, clearing the company...

U.S. Representative Charles Rangel (D-New York) has unveiled a bill requiring the recognition of ordinary income on the exercise of stock options in an S corporation with an...

The Investment Company Institute (ICI) has issued a statement strongly urging the state of Michigan to repeal a portion of recently enacted legislation that imposes a sales tax...