News

A federal court has decided that a top hat plan participant has made adequate allegations of a merger that support her argument that the successor company owes her...

The Spectrem Affluent Investor Confidence Index fell 11 points in June, its biggest drop in more than three years. 

In a recent amicus brief, Secretary of Labor Hilda Solis called for a federal court to overturn a decision in favor of a health plan provider that pre-authorized...

In a recent report, the Government Accountability Office (GAO) found most retirees rely primarily on Social Security and pass up opportunities for additional lifetime retirement income.

According to an annual report by the Investment Company Institute (ICI), 401(k) plan participants invested in stock mutual funds on average paid lower expense ratios in 2010.

A recently introduced U.S. Senate bill would exclude appraisers of employee-stock ownership plans (ESOPs) from the U.S. Department of Labor’s new definition of fiduciary.

ERISA attorney Allison Grimm has joined Pension Planning $olutions, Inc. as General Counsel and Chief Compliance Officer. 

Independent investment firm Windham Capital appointed Chris Arnold as vice president, client relationship management.

Northwestern Mutual’s financial literacy Web site, Themint.org, conducted a poll that found kids are much more satisfied by – and committed to – succeeding in school than managing...

The majority of respondents to a recent HighRoads survey indicated the Early Retiree Reinsurance Program (ERRP) subsidy either buys time to re-evaluate retiree medical plan strategies or has...

Institutional investors should review information that goes beyond the typical scorecard when measuring the success of a portfolio or switching asset managers, according to a study from Mellon...

Fiduciary360 (fi360) has added five new employees: Amy Conaway, Allie Cooper, Alexandra Janocha, Leonard Vasilko, and Renee Watkins.

Prudential Real Estate Investors (PREI) announced that David Skinner has joined the firm in a new role to help develop and execute its defined contribution strategy.

Soon after launching the Goldman Sachs Korea Equity Fund, Goldman Sachs Asset Management, L.P. (GSAM) has launched the Goldman Sachs India Equity Fund.

National Advisors Trust has announced that three registered investment advisers (RIAs) have chosen to participate in the company’s Trust Representative Office (TRO) program.

Wilmington Trust has announced that Patrick M. Trainor was named senior vice president and business development department manager for the company’s Global Capital Markets Services group. 

Advisers are looking for an increased level of support from their broker/dealers, says a survey from John Hancock Financial Network (JHFN).

Vigilant Financial Partners has appointed Shelly A. Horwitz as Partner, where she will lead the firm’s Retirement Plan Services efforts. 

Great-West Life & Annuity Insurance Company announced that Joe Greene is joining the firm as senior vice president and chief marketing officer.

Asset International’s Strategic Insight and PLANSPONSOR have unveiled a new version of its Pathfinder provider search tool.