News

The Legg Mason BW Dynamic Large Cap Value Fund utilizes a dynamic shifting tool and a proprietary quantitative strategy.

Finding yield remains a top consideration for investors choosing fixed-income investments, according to a new survey from Franklin Templeton Investments.

Recent Insured Retirement Institute (IRI) research shows postponing retirement plan salary deferrals by five to 10 years can reduce total retirement income by more than 20%.

Retirement plan advisers should be on the lookout for prohibited transactions that may or should be revealed on the Form 5500 filing.

A confluence of factors has combined to make this a compelling time to enter the pension risk transfer advice business, says Steve Keating, principal at Penbridge Advisors LLC.

While most use pre-retirement spending, the 4% “rule” or a bucket strategy, some advisers apply more math and science to avoid commonplace mistakes in retirement account withdrawals, Russell...

Northern Trust Asset Management launched a new fund for institutional investors that encompasses quality small capitalization stocks across global developed equity markets.

Fiduciaries often cite asset leakage as a major challenge in running a 401(k) plan, but one...

North American airports vary widely in quality—as many travelers will discover this winter when bad weather strands them between flights.

Historical index data for the Endowment Index is now available through major index and investment databases.

The outsourced chief investment officer (OCIO) search is a formidable task even for experienced retirement plan committees, says Ronald Klotter, managing director of Strategic Investment Group.

Nearly four in 10 Americans (35%) intend to alter their saving and investing strategies to accommodate for the 2014 holiday season, according to a survey by Edward Jones.

More than three-quarters (78%) of nonqualified retirement plan sponsors surveyed indicated they have some concerns and...

Midterm election results are often interpreted to mean different and contradictory things—but there appears to be some consensus in the retirement industry about the new political landscape in...

The U.S. Supreme Court has denied a request to review an appellate court's decision in a case concerning retirement plan recordkeepers and fees.

A majority (52%) of small business owners state they are either “very” or “fairly” well prepared for retirement, according to a study by The Guardian Insurance & Annuity...

The Internal Revenue Service issued guidance clarifying the impact a 2014 individual retirement account (IRA) rollover has on the pending one-per-year limit imposed on tax-free rollovers.

Longevity annuities could help many individuals use their retirement assets most effectively to achieve financial security, according to a new paper.

PIEtech Inc. unveiled the new myMoneyGuide financial advice delivery solution, which provides streamlined investor education and one-on-one participant support.

Eighty-three percent of middle-income Baby Boomers have not had any type of formal training or education about topics related to retirement financial security, a survey finds.