A federal judge has permanently barred a District of Columbia lawyer from servicing any Employee Retirement Income Security Act (ERISA) plans after the attorney was charged with helping...
When home equity and government assistance are taken out of the picture, the snapshot for retirement looks much bleaker, according to a new study from Barclays Global Investors...
Fidelity Investments has introduced 403(b) Quick, a Web-based plan document tool designed to help tax-exempt employers generate recordkeeping agreements and plan documents to help them comply with new...
The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration has released a Q&A dealing with technical corrections to the final regulation on qualified default investment alternatives (QDIAs).
ExpertPlan, provider of private-label recordkeeping solutions for retirement plans has announced its acquisition of Pennsylvania-based TSCI, formerly Trust Service Company, Inc.
Saying the retirement business is a “strategic priority″ for the firm’s Global Wealth Management (GWM) group, Merrill Lynch has confirmed that Steve Bodurtha has assumed responsibility as head...
The use of independent advisers by millionaires has grown, with 26% of millionaires now working with such advisers, compared to 22% last year, according to a survey by...
John Hancock Retirement Plan Services (RPS) unveiled a Web-facilitated training program for its 401(k) third party administrators (TPAs) called Forum Coach.