News

Retirement assets reached $16.4 trillion at the end of 2006, with lifecycle and lifestyle continuing their popularity, but lifecycle funds gathered a larger percentage of retirement plan assets.

John Hancock Annuities has added three new asset allocation options from American Funds and Franklin Templeton to John Hancock Trust (JHT), the firm’s variable annuity investment platform.

Legislation reintroduced into the U.S. Senate aims to prompt greater retirement planning for women.

The best reason to buy immediate annuities is guaranteed income, but the lack of growth and flexibility opportunities remains a downside.

401kDIRECT Network has introduced nine individual ETF collective investment funds (CIF) and three (Conservative, Balanced,&Growth) ETF CIF Strategy Portfolios that will be available to qualified plans.

The assets in U.S.-listed exchange-traded funds (ETFs) climbed 5% during April, with International and Specialty ETFs making the biggest leap.

T. Rowe Price unveiled an expanded financial intermediary Web site that provides streamlined access to institutional investment content and educational resources designed for client use.

Three private equity executives have formed a new firm, Leucadia Capital Partners LLC (LCP), to provide customized private equity investment management and advisory services to institutional investors.

HSBC Bank USA N.A. has notified customers that it will cease providing 401(k) services by year's end.

Wilmington Trust Corporation will acquire Bingham Legg Advisers LLC, adding the Boston-based wealth management firm to its network of national Wealth Advisory Services offices.

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We have long been concerned about the attention deficit of participants when it comes to their 401(k) plans.

Fidelity Investments last week announced the offering of three new enhanced index funds.

Participants in retirement plans at The Vanguard Group who opted to take advantage of the Roth 401(k) in its first year have tended to be those more likely...

About half of small business employees (49%) who now belong to a workplace retirement plan say they would stay away from a potential employer not offering such a...

Communicating with plan participants via a Web site may still be the “in″ thing, but a recent study indicates that plan providers’ Internet efforts are still far from...

Employers without retirement plans would be required to establish an automatic payroll deduction program to an individual retirement account (IRA) under new legislation.

MBM Advisors, Inc., a Houston-based investment advisory and pension administration and consulting firm, is to be acquired by bank holding company Sterling Bancshares, Inc.

Lincoln Financial Network (LFN) announced that Tammy Robbins has joined the firms’ planner/advisor recruiting group and will serve as Regional Managing Director for the West Coast territory.