News

More than eight in 10 U.S. households believe the current tax incentives to encourage retirement saving should be preserved, according to research from the Investment Company Institute (ICI).

Over two-thirds (69%) of investment consultants surveyed by PIMCO either support client interest or actively promote creating custom target-date strategies.

Plan advisers should not delay helping plan sponsors prepare for the 404(a)(5) regulation as the deadline looms.

Baby Boomer women face challenges unprecedented in retirement planning, according to the Women’s Institute for a Secure Retirement (WISER).

Starting to save early is the one controllable means for securing a sound retirement. 

Prudential Financial produced a white paper to address Americans' challenges in achieving their retirement objectives.

Federated Investors, Inc. and Fifth Third Bank reached an agreement under which Federated will acquire certain assets relating to the management of Fifth Third money market funds.

Total U.S. retirement assets were $17.9 trillion as of December 31, 2011, up 4.9% in the fourth quarter of 2011 and about unchanged for the year.

National Retirement Planning Week 2012, which takes place Monday through Friday, will focus on Social Security and Baby Boomers' retirement readiness.

BMO Global Asset Management has rebranding its defined contribution services business, now known as BMO Retirement Services.

A court found that University of Chicago employees were not eligible for retirement plan benefits based on their part-time status.

After the Financial Industry Regulatory Authority (FINRA) ordered Merrill Lynch to pay $10.2 million in deferred compensation and punitive damages to two former brokers in Florida, the brokerage...

New York Life Retirement Plan Services launched a new website for retirement plan sponsors and advisers.

The 100 largest defined benefit (DB) pension plans experienced a $58 million improvement in funding in March. 

 The majority of financial advisers say their clients’ retirement portfolios are nearly recovered, but “the psychological scars run deep,” according to a poll from the SEI Advisor Network.  

Tom LaBrie was appointed a managing principal of Lincoln Financial Advisors Corp., part of Lincoln Financial Group.

Methodology helps manage longevity risk, maintain liquidity and better predict income for retirees.  

Transamerica Retirement Services promoted Chad Brown to division vice president for the company’s Southern region.  

Institutional investment managers are increasingly optimistic about the U.S. economy, but remain concerned about macro risks such as the European debt crisis.