News

The Principal Financial Group Inc. announced a definitive agreement to purchase a 60% indirect ownership of Claritas Administração de Recursos Ltda. / Claritas Investments, Ltd. (Claritas).

Gallagher Benefit Services Inc. rebranded its institutional investment advisory practice as Gallagher Fiduciary Advisors, LLC (GFA).

Securian Retirement introduced a Client Servicing Calendar for financial advisers looking for opportunities to prove their value to retirement plan sponsor clients.

Even though you might think you’re amazing at texting and driving (while eating your lunch), research shows that most people can only successfully focus on one task at...

Plan sponsors of the largest U.S. defined benefit (DB) pension plans are deepening their risk-management focus on plan liabilities.  

Liabilities still outpaced the growth in assets for the 16 publicly listed U.S. corporations with pension liabilities of more than $20 billion, according to an analysis conducted by...

Mary Francisco joined Pensionmark Retirement Group in its Santa Barbara, California corporate office.

Goldman Sachs Asset Management, L.P. (GSAM) launched the Goldman Sachs Managed Futures Strategy Fund. 

Nationwide Financial Services Inc. launched Investment Solutions Builder, a web-based investment tool that allows Registered Investment Advisers (RIAs) to build and manage retirement plan fund lineups and asset...

Ary Rosenbaum, a New York-based Employee Retirement Income Security Act (ERISA) attorney, is introducing a new 401(k) plan for small- to mid-sized employers.

J.P. Morgan Asset Management completed a reorganization of its Retirement Plan Services sales force to be fully aligned with retirement plan advisers. 

 Americans are cutting simple costs to help save more for retirement.  

VALIC released a new mobile application designed for the iPhone and Android-based smartphones.

Mutual of Omaha Retirement Plans Division appointed Seth Friedman as 401(k) national sales director.

Recent research shows a majority of small-business owners are concerned about retirement, yet one-third of women and one-quarter of men surveyed have not estimated how much they will...

A Charles Schwab survey of advisers at major financial firms found that more than three-fourths (76%) of those surveyed expect a continued increase in the number of advisers...

Isaiah Davis  joined Cammack LaRhette Consulting as director of business development for its New England office, based in Wellesley, Massachusetts.

State Street Corp. said on Monday the U.S. attorney in Manhattan and the New York attorney general are investigating its foreign-exchange trades.

In contrast to the majority of months in 2011, the net direction of 401(k) participants’ transfers in January 2012 returned to equities.

Total 529 college savings plan assets were an estimated $144.4 billion in Q4 2011, according to data from Financial Research Corporation (FRC), a division of Strategic Insight.