News

The Oppenheimer Emerging Markets Innovators Fund (EMIAX) will be available to retirement plans at the end of June.

More than three-quarters of small business employees who participate in their firms' 401(k) plans have well-constructed, appropriately diversified investment portfolios, according to Vanguard.

Retiring Baby Boomers helped push individual retirement account (IRA) rollovers to $324 billion during 2013, according to Cerulli Associates, with total IRA assets hitting $6.5 trillion by year’s...

Nearly three-quarters of employees (71%) think financial wellness should be offered to them, according to a survey.

Workplace benefits focus on older employees’ needs, even though Millennials exhibit the greatest number of financial challenges, a survey says.

The average number of investment managers sponsors have in their lineup is 3.9, a study says.

Retirement and college savings plan services provider Ascensus has appointed two new vice presidents to lead national sales and key account management efforts.

The U.S. Supreme Court has decided fiduciaries of employee stock ownership plans (ESOPs) are not entitled to any special presumption of prudence under the Employee Retirement Income Security...

OneAmerica will acquire City National Bank’s San Diego-based retirement services recordkeeping business.

 J.P. Morgan Asset Management has launched its first exchange-traded fund (ETF), JPMorgan Diversified Return Global Equity.

BlackRock has added two new strategies to its series of LifePath target-date funds (TDFs) that apply principles from the firm’s latest research into glide path investing.

Francis (Frank) M. Gregory III was appointed to the new position of chief distribution officer at BPV Capital Management.

A Worksite platform integration lets LPL advisers and reps offer plan sponsors and plan participants access to The Guardian Choice and The Guardian Advantage products.

One lesson Stuart Ritter, of T. Rowe Price Investment Services, strives to impress on the public is that $25,000 saved and $25,000 borrowed are far from equivalent.

Only 17% of advisers have a formal succession plan, according to a survey of 771 advisers by SEI.

Compliant-ready messages on a range of topics are available to Voya’s 2,400 affiliated advisers and registered representatives.

A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination testing for the 2012 plan year.

A new report finds that Pension Benefit Guaranty Corporation (PBGC) premium increases would negatively impact the defined benefit (DB) pension system.

Generations X and Y K-12 educators would prefer to learn about financial planning issues at work, and there are certain areas in which they need more education, a...

The state of the economy can impact the risk tolerance of a portfolio recommended by an adviser, a paper finds.