News

Putnam Investments appointed Steven McKay as national sales manager for its adviser-sold defined contribution business.

Two-thirds of advisers lack succession plans, Fidelity Institutional Wealth Services found.

Great-West Financial appointed Torry LeRoux to a new regional director position created within the firm’s financial institutions business.

Since the end of the recession, there are more older Americans in the work force, according to a recent Gallup poll.

While Americans still want home ownership, freedom from debt is more important, said respondents to a survey from loanDepot.com, LLC.

It’s National Save for Retirement Week, and ING U.S. is using the event to promote a multimedia customer education campaign ending October 26.

BNY Mellon and CIBC Mellon, the bank’s joint venture with Canadian Imperial Bank of Commerce, have merged the firms’ respective securities lending desks.

LIMRA and LOMA President and CEO Robert A. Kerzner announced the board of directors for the newly established Secure Retirement Institute.

The Pension Benefit Guaranty Corporation (PBGC) has named Constance (Connie) Donovan to the newly created Participant and Plan Sponsor Advocate position.

Innealta Capital has launched a new mutual fund, the Innealta Risk Based Opportunity Moderate Fund.

The Internal Revenue Service (IRS) has rescheduled a phone forum that didn’t take place due to the government shutdown.

American workers believe they will be working well into their retirement years, according to a new survey.

WealthStation CompAct is SunGard’s financial planning tool that lets advisers produce results-based, holistic financial plans quickly, simply and interactively.

A personal financial planning website shows people how they can walk through their financial lives, starting with a career in their 20s all the way through retirement.

Optimism over global economic conditions and corporate profits shrunk in early October as persistent volatility and high tail risks in U.S. markets outweighed improving sentiments towards Europe.

Referrals are all about fear!  Asking your best clients and centers of influence (COIs) to connect you with their friends and colleagues is like asking them to write...

Charlotte West moved within Mercer to become health and benefits principal at the firm’s Minneapolis office.

The American Society of Pension Professionals & Actuaries (ASPPA) has asked the Internal Revenue Service (IRS) for clarification on mid-year amendments to safe harbor 401(k) plans.

UBS Wealth Management Americas announced plans to rebrand and relaunch its equity plan business under the moniker UBS Equity Plan Advisory Services.

Retirement income from private-sector retirement plans has become more common, according to a new study.