News

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.

Defined contribution (DC) plans currently account for approximately half of participants’ total investable wealth, according to the Cogent Research DC Participant Planscape Study.

Allianz Global Investors offers its web-based Target-Date Tool Set for retirement plan advisers.

The Dietrich Pension Risk Transfer (PRT) Index increased during September, growing from 94.77 to settle at 96.19 as of October 1, 2013.

Massachusetts Mutual Life Insurance Company (MassMutual) opened a branch in Phoenix, Arizona, establishing the company’s first corporate office in the western United States.

Investors who are younger and have less wealth are content with their financial advisers, but also quicker to leave them, according to Spectrem Group research.

Older Americans’ views on retirement are changing, with fewer people seeing it as a complete exit from the world of work, according to a new survey.

AllianceBernstein now offers a non-revenue share class for a select group of mutual funds.

Principal Financial Group has released Principal SERP Select to help owners of growing businesses provide key employees a way to better prepare for retirement.