News

J.P. Morgan Asset Management has introduced a new design for the core menu line-up in defined contribution plans, called Core Menu Innovation (CMI).

Fidelity Investments has expanded its emerging markets fund offering with the Fidelity Total Emerging Markets Fund and Fidelity Emerging Markets Discovery Fund.

Two recent proposals to change the existing tax treatment of 401(k) retirement plans, if enacted, are likely to result in lower account balances for many 401(k) participants, according...

Despite the fact that most Social Security reform proposals would result in fewer benefits for future retirees, an offsetting gain would be the decrease in payroll taxes needed...

The Hartford has launched an online educational resource to help consumers identify potential financial risks and better understand their benefits options. 

Sapient Private Wealth Management, an independent registered investment adviser (RIA), has joined the Focus Financial network.  

Among institutional asset owners, not a single category reported positive median returns during the third quarter, according to the Wilshire Trust Universe Comparison Service (Wilshire TUCS).

Rogerscasey has hired Peter Gerlings as Managing Director, Investment Solutions.

More than 30 House Democrats sent a letter to Secretary of Labor Hilda Solis, thanking her for withdrawing the proposed rule for the redefinition of “fiduciary.”  

Aon Hewitt’s October 401(k) Index found that despite the recent market rally, 401(k) participants transferred assets from equities into fixed income investments for the fifth consecutive month.

DST Retirement Solutions and Wealth Management Systems Inc. (WMSI) formed a partnership to provide expanded rollover service options to DST clients.

Janus Capital Group chose Fidelity Investments to provide it with a defined contribution plan, a non-qualified retirement savings plan, and stock plan services. 

WealthTrace has released an online retirement planning application for financial advisers and individuals who want to create their own retirement plan. 

Lincoln Trust Company has completed the acquisition of Fringe Benefit Administrators (FBA), a third-party retirement plan administrator. 

A survey of American workers found both men and women are concerned about saving enough for retirement; however, women are more concerned with monthly expenses. 

Doing what's best for the public seems to be a common goal shared by Vikram Pandit, CEO of Citigroup, and Gary Gensler, Chairman, U.S. Commodity Futures Trading Commission...

William Blair & Company launched the William Blair Emerging Markets Small Cap Growth Fund and the William Blair Large Cap Value Fund.  

Lincoln Financial Distributors (LFD) and Primerica, Inc. have formed a strategic alliance.  

Phyllis C. Borzi, assistant secretary of the Department of Labor’s Employee Benefits Security Administration (EBSA), announced five appointments to Senior Executive Service positions within the agency.  

Month over month, exchange-traded fund (ETF) assets rose $110 billion, up 11.5% in October.