News

 High-net-worth investors anticipate tax increases next year and are scouting a variety of opportunities for returns, according to a Fidelity survey.  

Dimensional Managed DC has been rolled out on a platform by ASPire Financial Services LLC and OBS Financial Services Inc.

The list of companies offering lump sum payments to help manage pension plan liability continues to grow, with Equifax as the latest addition.

Bob Carlson, Richard Shearer and Paul Villanova have joined the registered investments external wholesaling team at Symetra Life Insurance Co. in the Midwest and Southeast.

The Department of Labor (DOL) filed a lawsuit against GreatBanc Trust Co. and Sierra Aluminum Co., alleging that stock overvaluations led to losses for Employee Stock Ownership Plan...

An exhaustive search found no evidence to support the idea that aging Baby Boomers are crowding out younger workers from the work force.

A book was written to help plan sponsors educate workers about how to generate lifetime income in retirement.

More than one-third (37%) of adults would like a professional to help them manage retirement accounts but do not think they have sufficient investments.

The aggregate deficit in pension plans sponsored by S&P 1500 companies decreased $38 billion during September, to $593 billion, according to figures from Mercer.

Great-West Life & Annuity Insurance Co. and its business segment, Great-West Retirement Services, will now market under the Great-West Financial brand.

Participants in 401(k) plans prefer more proactive steps to increase their retirement readiness rather than historical transactions on their account statements, a study found.

The retirement services division of the OneAmerica companies has unveiled a new retirement education and engagement program for plan participants.

 The Taylor Xplor Managed Futures Strategy Fund was unveiled by Taylor Alternative Mutual Funds, providers of alternative investment strategies. 

Vanguard announced new benchmark indices for 22 of its index funds.

 Increasing distribution costs and adviser movement in the asset management industry are causing asset managers to look more closely for growth opportunities. 

Schwab Intelligent Technologies and Salentica Inc. have integrated Salentica Advisor Desk with Schwab OpenView Gateway after a successful pilot program this summer.

The NAPA-net.org portal of the National Association of Plan Advisors (NAPA) and The American Society of Pension Professionals &...

Retirement security remains a concern for many Americans, particularly in terms of maintaining a “reasonable” standard of living for the rest of their lives.

Trustees of the Irotas Manufacturing Co. Inc. 401(k) plan have been sentenced for embezzling $487,000 from the plan, and have been ordered to pay restitution.

BMO Global Asset Management introduced the BMO Low Volatility Equity Fund, designed to provide long-term returns comparable to U.S. large cap stocks but with less volatility.