News

Ameritas Life Insurance Corp. has partnered with Mesirow Financial Investment Strategies to bring fiduciary partnership services to retirement plan clients.

Chris Blair joined Mercer’s San Francisco office as a principal for the firm’s defined contribution (DC) adviser specialty practice.

KCG Holdings Inc. has completed the consolidation and renaming of its U.S. broker/dealer operations into KCG Americas LLC.

Investment management firm T. Rowe Price closed its New Horizons Fund and Small-Cap Stock Fund to new investors, along with similar portfolios for institutional clients.

The funding ratio for corporate pension plans increased to 95% during the last quarter.

Five target-date funds (TDFs) are among the nine funds launched by BMO Global Asset Management.

Everyone knows it’s smart to get physicals on a regular basis. Preventive care helps detect problems before they become a health crisis. 

The pension funded status of the U.S.’s largest corporations jumped by 16 percentage points in 2013, year-end analysis shows.

The Pension Benefit Guaranty Corporation (PBGC) is moving the flat-rate premium due date for large plans to later in the premium payment year.

Those in their early 20s carry just half the debt of those in their upper 20s, new analysis shows, but savings rates for both groups are decreasing.

Despite employees saying they will work into their retirement years, employers still have concerns about being shorthanded.

Reviewing firm practices for recommending and marketing individual retirement account (IRA) rollover services will be a 2014 priority for the Financial Industry Regulatory Authority (FINRA).

The retirement industry is anticipating a fiduciary re-definition and rules about lifetime income illustrations for plan participants, but there is much more in the pipeline.

Research from the polling firm Gallup indicates that those who prefer to save money most may also have the most trouble doing so.

A federal appellate court has vacated a ruling about offsetting pension benefits and remanded the case back to a district court.

Investors at different income levels define wealth management services differently, research shows, increasing the risk of misunderstanding and client loss for advisers in the channel.

Assets in 529 college savings plans continue to set yearly records, but growth in both the adviser-sold and direct-sold channels is slowing, research shows.

A good plan uses the right architecture, and the right architecture factors in steering the behavior of participants, a paper says.

The Department of Labor (DOL) is seeking to restore losses to an employee stock ownership plan (ESOP) based in Warsaw, Indiana.

Henderson Global Investors launched the Henderson Unconstrained Bond Fund, a mutual fund that provides investors with a dynamic approach to fixed-income investing.