News

The Government Accountability Office (GAO) has issued a report detailing the impact of specific changes to Social Security and retirement benefit laws could have in helping to narrow...

The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued new guidance of the timing of participant benefit statements for plans in which participants cannot direct their...

As of September 28, 2007, 560 exchange-traded funds (ETFs) in the U.S., managed by 17 ETF managers, had assets totaling approximately $554 billion, according to State Street’s ETF...

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) has released an interactive calculator to help employers and plan administrators who faltered on annual reporting requirements accurately...

MassMutual Financial Group announced that Stephen Deschenes has been hired as senior vice president and chief marketing officer (CMO) for MassMutual’s Retirement Income Group.

Investment management firm Lord, Abbett&Co. LLC has introduced three new mutual fund share classes and renamed another to better serve the institutional and adviser marketplaces.

We frequently tell investors that the past is not a reliable portent of future performance – but it does have a bearing on how we worry.

The Keller Rohrback L.L.P. law firm has is investigating State Street Global Advisors (SSgA) and State Street Bank&Trust Company for potential violations of the Employee Retirement Income Security...

Advanced copies of the 2007 Form 5500 Annual Return/Report of Employee Benefit Plans and related instructions were released Wednesday by the U.S. Department of Labor (DoL), the Internal...

The Treasury Department and the Internal Revenue Service (IRS) on Tuesday issued a notice providing guidance on the corporate bond yield curve and associated segment rates to be...

The Principal has added a new resource to its fiduciary package that advisers and third party administrators (TPAs) can use with plan sponsor clients to effectively manage fiduciary...

The Phoenix Companies, Inc., and Jefferson National Life Insurance Company have formed a strategic alliance to target the rapidly growing segment of fee-based advisers in wirehouses, regional broker-dealers,...

On Tuesday, Senator Hillary Rodham Clinton (D-New York) proposed legislation that would ensure a dollar-for-dollar government match on the first $1,000 in employee 401(k) contributions and would offer...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) on Tuesday unwrapped a new Web site designed to help employers better comply with federal employee benefit laws...

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, announced that the SPDR Lehman International Treasury Bond ETF (Ticker: BWX) began trading on the...

Participants investing in a single lifestyle, risk-based, fund had ending account balances that were 11% higher than those not using the funds over a 10-year period, according to...

The Internal Revenue Service (IRS) has released a list of the 11 most common mistakes made in the administration of 401(k) plans and how to correct or avoid...

Lincoln Financial Group has released a retirement program for small-to-mid-sized plans that uses a mutual fund and collective fund-based platform, including recordkeeping and administrative solutions.

Mutual of Omaha has named David Ahrendt, formerly of Lincoln Financial Group, as Vice President of its Retirement Services business.

Chicago-based Mesirow Financial Investment Strategies has unveiled its new target maturity methodology, focusing on both longevity risk and asset allocation.