News

In the past year, retirees/pre-retirees with financial planners lost money at about the same rate as those without financial planners, according to a survey of Consumer Reports readers.

The Retirement Services division at American United Life Insurance Company (AUL), a OneAmerica company, named Michael Woomer as the division’s field vice president, consulting services.

Millennium Trust Company, LLC, announced its appointment as successor custodian for Neuberger Berman 403(b) custodial accounts.

Benefit Consultants Group (BCG) announced it is teaming up with Mid Atlantic Trust Company (MATC) to launch a bundled 401(k) platform offering exchange-traded funds (ETFs).

Greater relationship size doesn’t necessarily mean greater profitability for high-net-worth (HNW) advisers, according to Cerulli Associates.

Despite a challenging 2008, independent advisers surveyed in an SEI Quick Poll are positive about success in the coming year.

Social Security Commissioner Michael Astrue and Patty Duke yesterday unveiled Social Security's new online retirement application and launched the agency's Retire Online campaign.

Current assets in Shariah-compliant investments may be more modest than cited by many regulators and industry players, according to a new analysis.

With recent market volatility, a concern that some participants are too aggressively invested in equities has been added to the ongoing concern that some participants are invested too...

Global equity markets rebounded in December, according to Standard&Poor’s Index Services monthly global stock market review, “World by Numbers.″

A former employee of Boston Scientific Corp., who dropped out of a previous lawsuit before it was dismissed, has filed a new lawsuit alleging the company breached its...

As 403(b) plan sponsors and advisers have prepared for new Internal Revenue Services regulations in effect as of January 1, no doubt communications with participants about the new...

Fidelity Investments named Peter Cieszko, former president and CEO of Evergreen Investments, as president of Fidelity Investments Institutional Services Company, Inc.

Fiscal fitness, not physical fitness, is a slightly higher priority for younger adults than for older adults, according to a survey commissioned by Union Bank.

Transamerica Retirement Management, Inc., has selected money management firm Fund Architects to enhance its SecurePath Advisory Services retirement planning product.