News

Christopher Englebert and Daniel Reitz have joined Beirne Wealth Consulting (BWC), a Milford, Connecticut-based consulting firm and member of Focus Financial Partners LLC’s independent wealth management network.

A New York-based home-care agency and its former owners have resolved issues with the Department of Labor (DOL) regarding an employee stock ownership plan (ESOP) offering.

Financial and retirement services provider OneAmerica announced that J. Scott Davison will become the company’s new CEO on April 1, upon the retirement of current CEO Dayton H....

Investment management firm Vanguard will be partnering with HelloWallet, a financial wellness service, to help employees save more for retirement.

Investment management firm PIMCO appointed a new portfolio management and executive leadership team.

Bradd Donovan joined Securian Retirement’s sales team in Southern California.

Most Boomers mistakenly think the Affordable Care Act covers the costs of long-term care in retirement, a survey says. 

An account platform from Gemini Alternative Funds LLC, a subsidiary of Northstar Financial Services Group, provides investment advisers with centralized access to alternative investments.

Affluent investors are relatively confident about their preparation and expectations for retirement.

A federal appeals court upheld a ruling that an employer did not violate anti-cutback rules when paying lump sums from a terminated pension plan.

Cameron MacLeod joined actuarial and benefits consulting firm Nyhart to lead its national retirement plan growth initiative.

The Guardian Insurance & Annuity Company Inc. added the Federated Investors Capital Preservation Fund to its fund lineups.

The American Academy of Actuaries has released a report that provides guidance for evaluating retirement plans.

More than four in 10 (43%) financial advisers are either at or approaching retirement age, according to research from Cerulli Associates.

Graystone Consulting, a business of Morgan Stanley, hired a team of eight investment professionals to serve institutional and individual clients in Southern California.

RCS Capital Corporation (RCAP) will purchase J.P. Turner & Company LLC, an independent broker/dealer and investment banking firm, and its affiliated advisory company for $27 million in aggregate...

Defined contribution (DC) plan participants saw average daily transfer activity increase in December 2013 over the previous month, according to the Aon Hewitt 401(k) Index.

The Dietrich Pension Risk Transfer Index has started 2014 on a high note, climbing 1.2 points since December 2013.

A recent court decision reinforces the Employee Retirement Income Security Act’s (ERISA) requirement that plan sponsors act in the best interest of participants.

Mutual of America released an enhanced version of its website.