Dodd F. Kittsley, previously the director of the Strategy and Research Group for State Street Global Advisors (SSgA), has joined Barclays Global Investors (BGI).
The Online 401(k) is partnering with nine payroll firms around the country during the first quarter of 2007, enabling small businesses to access an independent, integrated payroll and...
Hedge funds posted 2.10% returns for the first quarter, outperforming the S&P 500 and the MSCI World Index, according to research from Morningstar, Inc.
Baby boomers plans for cash needs in retirement will likely frustrate their advisers: they plan to withdraw significant sums of money early on, drawing down their savings faster...
Participants in 401(k) plans seemed to be looking for stability in their investments in March, moving $572 million from equities to fixed income over the month, according to...
Piper Jaffray Companies announced the signing of a definitive agreement to acquire Fiduciary Asset Management, LLC, a St. Louis-based investment management firm, for approximately $66 million in cash.
The Securities and Exchange Commission (SEC) this year plans to turn its attention to fees paid, and how they are disclosed, to 401(k) plan investors, according to Chairman...
The Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates published the 17th Annual Retirement Confidence Index last week – and, for the very most part, it’s probably safe...
The Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates published the 17th Annual Retirement Confidence Index last week – and, for the very most part, it’s probably safe...
Adopting a process-centric approach to retirement income management will provide better service to clients and will lead to faster asset growth for the adviser, along with higher productivity...
Even as defined contribution plans emerge as the preferred employer-sponsored pension plan, a survey by the Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates suggests that workers may...
Nearly half (43%) of advisers believe that international investing continues to offer the best opportunities for portfolio diversification, although they say that correlations are increasing across the globe.
Columbia Management Advisors, LLC (CMA), a subsidiary of Bank of America Corporation, has agreed to sell its Colonial closed-end fund management business to MFS Investment Management (MFS).
The Treasury Department and the Internal Revenue Service (IRS) have issued final regulations for the application of Section 409A on Nonqualified Deferred Compensation Plans.
Nearly one-third (31%) of baby boomers say they will have to cut back on their current lifestyle in retirement and 42% believe they will not have enough money...
The world’s developed equity markets gained 1.97% in March with emerging stock markets gaining 4.12%, after both were in the red the month before, according to Standard&Poor's The...
Nationwide Retirement Solutions (NRS) has launched managed account and guaranteed balance products available to participants in NRS administered 457 plans.