News

An expanded Roth conversion feature will likely boost Roth adoption rates by plan sponsors and participants, a Vanguard paper predicts.

Americans are proud of their passions, hobbies, toys—even their cartoon pajamas, according to a survey in support of the most recent Geek Pride Day.

Blake Richards of Buford, Georgia, was enjoined by a federal court from committing more violations of the securities laws.

Cash balance retirement plans have showed a 500% increase over the last decade and a 12% increase over the last year, a report found.

ING sources remain optimistic about global markets in 2013, but caution that Europe is still lagging.

Many employees are at a loss for how to plan for retirement.

Baby Boomers are more optimistic about their retirement timeline, a survey suggests.

David S. Israel was promoted to senior managing director of the investment advisory group at Mesirow Financial.

The Confident Retirement approach created by Ameriprise Financial aims to help clients close to or actually in retirement feel more confident about their finances.

Employee benefits consulting firm Cammack LaRhette hired Arthur Scalise as managing actuary.

Within the next few years, more than half of 401(k) participants will be entirely invested in a professionally managed investment option, Vanguard predicts.

The SPARK Institute submitted a request for guidance to the U.S. Department of Labor (DOL) about the ongoing deadline for furnishing participant fee and investment disclosure materials.

The Financial Industry Regulatory Authority (FINRA) issued an alert advising investors to be aware of the unique characteristics and risks of alternative funds.

A standard mutual fund lineup may not be enough for your plan. 

A Web-based investment-filtering tool from Paychex Inc. simplifies investment aggregation and identification for advisers.

Taking a look at your investment options and management style, is passive management or index investing right for you?

Which way you ought to go depends a good deal on where you want to get to, according to the Cheshire Cat from “Alice in Wonderland.”

Many senior citizens are seriously underfunded when it comes to retirement, according to a new study.

Barclays and MSCI Inc. launched a global family of environmental, social and governance (ESG) fixed-income indices, co-branded “Barclays MSCI” and independently marketed by both firms.

The Securities and Exchange Commission (SEC) charged Chauncey C. Mayfield with stealing nearly $3.1 million from a pension fund and using the money to buy strip malls.