While investors demonstrated more knowledge about Roth IRAs than last year, many still do not understand the tax implications of a Roth, according to a Fidelity Investments survey.
Aon Corp. has agreed to pay $1.8 million to settle a lawsuit alleging 401(k) participants lost tens of millions of dollars when Aon’s overvalued company stock price collapsed...
While Americans haven’t quite recovered the losses their portfolios suffered amid the market downturn, they are more optimistic than last year, according to a survey commissioned by Edward Jones.
The U.S. Department of Labor (DoL) has announced plans to change a 2007 mandate requiring that employers give participants more target-date fund information.
Millennium Trust Company announced that J.P. Morgan Retirement Plan Services has chosen Millennium Trust's Automatic Rollover Solution for its clients and the clients' employees.
While long-term care costs continue to rise nationally, the cost for in-home care is rising at a much slower pace, according to Genworth’s 2010 Cost of Care Survey.
The U.S. District Court for the Western District of Missouri has approved a $925,000 settlement of a lawsuit claiming NovaStar Financial continued to offer company stock in its...
The latest whitepaper from Charles Schwab Advisor Services tackles how registered investment advisers (RIAs) can recruit the growing number of advisers going independent.
Advisers affiliated with Commonwealth Financial Network can now use widgets to customize their own version of COMMunity Link, Commonwealth’s adviser Web portal.
Franklin Templeton Investments and the New Jersey Higher Education Student Assistance Authority (HESAA) have announced additional investment options for the Franklin Templeton 529 College Savings Plan.
For the first time since Cogent Research has been tracking investor allocations, it says wealthy Americans now hold more assets in individual retirement accounts (IRAs) than in workplace-based...