News

RSI’s Retirement Plan DecisionDesk will enable employers to help employees roll their savings from a previous retirement plan into their current plan.

The U.S. Bureau of Labor Statistics (BLS) found that 2% of compensation costs for private industry employers go toward defined contribution benefits. 

A Fidelity Investments study found 46% of Americans are considering a financial resolution in 2012. 

MetLife Mature Market Institute has released a free consumer retirement planning guide, The MetLife Tips for Types Workbook.  

The Principal Financial Well-Being Index shows the economy is the greatest source of stress for Americans.   

Among pre-retirees and retirees, the vast majority would rather live as long as they’re healthy, versus living as long as their money lasts, The Hartford and MIT AgeLab...

Securian Financial found that small-business owners (SBOs) can cite many reasons to use a financial adviser, yet only half employ one.   

CAPTRUST is expanding into Texas with the acquisition of Cobb Retirement Solutions.

Matthews International Capital Management, LLC, has expanded its fund lineup to include the firm’s first dedicated fixed income investment strategy. 

A MetLife paper claims that financial education can have a positive effect on employee wellness and productivity.

A survey from Lincoln Financial Group finds that despite economic challenges, Americans remain positive about their futures. 

Deutsche Bank and Invesco PowerShares Capital Management, LCC launched two exchange-traded notes (ETNs).   

Wal-Mart Stores and Merrill Lynch have agreed to pay $13.5 million to settle a class-action lawsuit.

 The Callan DC Index suffered a loss of 11.45% in the third quarter of 2011.   

Asked to name what they fear most about the 2012 election, the majority of adviser respondents to a Brinker Capitol poll said “Obama’s re-election.”  

Dynasty Financial Partners and Envestnet have collaborated on a new wealth-management platform, supported with research from Callan Associates.

MFS Investment Management hired Kristen E. Colvin as director of consultant relations. 

J.P. Morgan Asset Management–Global Real Assets hired Rob Johnson as head of global business development for China real estate.  

New York Life Retirement Plan Services has made enhancements to its plan sponsor and adviser websites, providing clients a full overview of their plans' health.

As 30 of their Democratic colleagues did last month, 55 House Republicans sent a letter to Secretary of Labor Hilda Solis, thanking her for retracting the proposed changes...