News

Last year was good for target-date funds (TDFs), according to Morningstar.

The Department of Labor (DOL) is soliciting comments about a proposed information collection request to guide rulemaking about retirement benefit statements.

 Just as in the U.S., many of our northern neighbors lack confidence in a secure retirement.  

In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.

The Miami office of CapTrust Advisors has been moved to North East 123rd Street.

Executives and their employers should reconsider qualified retirement plans in light of recently enacted tax changes, according to a PwC source.

Alicia R. Fryc was named regional business consultant for New York and the mid-Atlantic states for Symmetry Partners LLC.

There is a disconnect between the saving habits of some consumers and their rosy retirement forecasts, a poll found.

Asset managers are developing new products to address market volatility and income demand in the wake of record-breaking fixed-income flows.

Al Rodriguez has accepted the position of divisional vice president for CPI Qualified Plan Consultant’s Western Division.

Institutional Investors are entrusting a smaller portion of assets to leading broad managers, according to a report released by Cogent Research.

The Internal Revenue Service (IRS) has released Voluntary Correction Program (VCP) forms.

A college savings-themed desktop calendar can be used as a tool to start conversations with clients and highlight the benefits of 529 savings plans.

Active investors may find themselves frustrated by the small number of diversification opportunities in their employer-sponsored retirement plans.

Marc Mallett was named product manager of investment operations outsourcing in the Americas at Northern Trust.

Mary Jo White, a former federal prosecutor, was nominated by President Obama to head the Securities and Exchange Commission (SEC).

Charles Napp, Jr. has been appointed director of the client services group at Portfolio Evaluations Inc. (PEI) in Warren, New Jersey.

Daily transfer volume was above average among defined contribution (DC) plan participants in December, according to the Aon Hewitt 401(k) Index.

Most travelers have a favorite hotel brand, work alone in their hotel rooms and decry the lack of overhead compartment space on airplanes.

Nearly two-thirds of retirement plan participants use a financial adviser to assist them in managing their plan investments, a survey found.