News

Media and information services firm Thomson Reuters says it has significantly enhanced its Eikon analytics desktop product to better serve asset managers and financial advisers.

USI Consulting Group has named David Brisnehan as vice president of retirement services for its Irvine, California, office.

An innovator in the offering of exchange-traded funds (ETFs) in 401(k)s is selling its intellectual property.

Investment services provider American Century Investments launched a collective investment trust (CIT) designed for defined contribution (DC) participants that incorporates the firm’s One Choice Target Date Portfolios.

One of the biggest mysteries haunting the industry is the impact of the revised fiduciary rule on investment product marketing for IRA rollovers.

Banking and investment services provider Wells Fargo says it is expanding its efforts to support military personnel and veterans by offering a series of free online financial education...

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...

The Securities and Exchange Commission (SEC) says it has launched a previously announced initiative to audit registered investment advisers (RIAs) that have never been examined.

Mutual of Omaha Retirement Services named four new regional sales managers to grow business with retirement plan advisers and their defined contribution (DC) clients.

Research from financial analytics firm Cerulli Associates shows the individual retirement account (IRA) market could surpass $9 trillion in total assets over the next four years.

Investment management and financial services firm Neuberger Berman has introduced the Neuberger Berman Unconstrained Bond Fund.

D. Mark Schumann has joined The Segal Group as senior vice president and national communications practice leader.

Everyone does not yet own everything, but that doesn’t mean they’re not trying to.

Plan sponsors should factor in the needs of Millennials when designing their company’s retirement plan, says a new paper.

Financial reporting and governance services provider FRA PlanTools released the ERISA Matters Newsletter series to assist service providers’ efforts to educate clients and win new business.

The Principal Financial Group is issuing a 10% savings challenge to retirement plan participants and a new way to track progress through a Retirement Wellness Report.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Institutional investors working with Towers Watson more than doubled asset flows moving into “smart beta” strategies last year, reaching $11 billion of inflows in 2013.

Some retirement plan advisers strive to offer complete, holistic advice.

Low balance limits and initial investment hurdles in the President’s “myRA” proposal will likely restrict the number of service providers bidding on related contracts with the Treasury.