News

Two-thirds (67%) of individuals who rolled a balance over to a personal IRA did so using a professional adviser, says a new report from Spectrem Group.

They have never rolled down a car window, never known a time when the Berlin Wall stood, and never seen anyone but Jay Leno host the Tonight Show.

A group of 92 large law firms has asked the Internal Revenue Service (IRS) for a one-year extension to comply with new §409A regulations, saying the current timeline...

Prudential Financial has tapped Christine C. Marcks as president of Prudential Retirement.

MG Advisory Services, LLC, a subsidiary of Matrix Settlement&Clearance Services, LLC, has announced the release of its new Plan Demographic Report for advisers and third-party administrators (TPAs) that...

Dow Jones Indexes has announced the launch of The Dow Jones - AIG Commodity SwapEX, an exchange-traded fund (ETF) for which the Dow Jones - AIG Commodity Index...

Pacific Life Insurance Company and Pacific Life&Annuity Company have introduced the "Road to Retirement" guide and the Retirement Income Needs fact finder to help financial professionals address the...

Only 16% of respondents surveyed by Thrivent Financial Services for Lutherans said they had undertaken a formal retirement planning process with an adviser, though 34% said they had...

Pentegra Retirement Services will add State Street Global Advisor’s (SSgA) Target Retirement Strategies to its offerings for defined contribution plan participants.

Seven out of 10 respondents to a recent poll said they would be moderately or very interested in one-on-one financial planning if offered through their employer and nearly...

Metrics Partners, an electronic marketing firm for the retirement industry, has introduced a new web-based search tool connecting plan producers with third party administrators (TPAs).

Best practices in managing fees includes documenting fee analysis and review process; designing and maintaining investment policy statements; negotiating costs with provider; and avoiding costly investments, said litigator...

These days, the Pension Protection Act of 2006 (PPA) is sometimes referred to as the “Pension Destruction Act.″

These days, the Pension Protection Act of 2006 (PPA) is sometimes referred to as the “Pension Destruction Act.″

Lipper, Inc. announced changes to its global Lipper Leader rating system that it says will create a more flexible and marketing friendly set of icons that better suit...

Standard&Poor’s has launched three new Shariah-compliant indexes covering the Pan Arab region and publicly traded property companies in developed and emerging markets.

They say that money talks – and the US Mint is certainly hoping that is the case, as it “rolls″ out the new Thomas Jefferson $1 coin today.

The U.S. District Court for the Southern District of Illinois refused to toss out allegations that Lockheed Martin Corporation breached its fiduciary duty by charging its 401(k) plan...

Federal regulators have distributed about $55.6 million to more than 200,000 investors hurt by market timing transactions in One Group Funds from Banc One.

An increasing menu of product choices and the growth in number of independent registered investment advisers (RIAs) are driving product providers to be more consultative, according to the...