News

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.

Nearly three-quarters of 401(k) assets are held in 5,000 big retirement plans, possibly affecting how defined contribution (DC) plans make investments, a report says.

There are personality traits of Generations X and Y that can drive retirement and financial education strategies.

Over 80% of institutional investors expect risk management to play an even greater role in the investment decision process in the future, says a new study.

A new study finds 27% of U.S. workers ages 55 to 64 say they do not know how they will use their defined contribution (DC) plan savings after...

The Defined Contribution Institutional Investment Association (DCIIA) has released a white paper titled, “DCIIA Guide to U.S. Department of Labor Tips on Selecting Target Date Funds.”

In 2013, costs for small retirement plans decreased, while those for larger plans remained flat.

Atlas Private Wealth Advisors, a newly named five-member team led by Vladislav Krubich and Tony Mayo, transitioned to LPL Financial LLC’s broker/dealer platform.  

Invesco PowerShares Capital Management LLC announced that its PowerShares International BuyBack Achievers Portfolio will be listed on the NASDAQ stock market starting February 27.

A registered investment adviser (RIA) firm has signed on to provide 3(38) investment manager services for a multiple employer plan (MEP) offering.