News

Conversations about annuities are becoming more focused on lifetime income, with more than one-third of investors (34%) reporting that the main reason for purchasing an annuity is to provide guaranteed...

Commonwealth Financial Network has launched Investor360°, an online tool for investors to view multiple aspects of their portfolio.

Two former Bank of New York Mellon employees have filed a lawsuit on behalf of participants in BNY Mellon's 401(k) savings plan and Employee Stock Ownership Plan related...

A quarter of Americans believe they will work in some capacity until they are at least 80, because they do not have enough savings to live comfortably in retirement.

Security Benefit Corporation, a Guggenheim Partners Company, has chosen Mesirow Financial to provide its customers with independent fiduciary services.

AARP announced the launch of its Social Security Benefits Calculator, an interactive tool designed to help people make the decision about what is the best age to claim...

Jensen Investment Management announced appointment of Monte Mitchell as director of sales. 

Lincoln Trust Company has launched the Advantage Plan, a pre-packaged, low-cost 401(k) solution geared toward small companies.

A recent survey from Yahoo! Finance found 37% of adults have no retirement savings.  

Morningstar, Inc. introduced forward-looking, analyst-driven global fund ratings for approximately 350 U.S. funds.  

Many residents of the largest metropolitan areas in the U.S. report feeling significantly less confident than they did a year ago about their retirement readiness.

Defined contribution (DC) plan sponsors claim to have a higher level of confidence regarding their target-date fund offerings compared to a year ago, according to Janus Capital Group. 

According to a recent COUNTRY Financial survey, 58% of those closest to retirement (ages 50 to 64) had to dip into their savings to get through the recession.

Gosselin Consulting Group stresses the importance of understanding the different plan financing strategies on 401(k) plan participants in a recently published paper.

Prudential Retirement has launched a Web site that provides plan consultants, advisers, and sponsors multi-media content about retirement income.

U.S. companies should engage younger workers in defined contribution plans as soon as possible in order for them to have a realistic chance of achieving a financially secure retirement,...

The current selling process has shifted beyond the “gatekeeper” role for advisers, to one where the adviser or consultant is much more involved in the investment menu design...

Satisfying client expectations and the long-term viability of the advisory firms are the top two reasons advisers create a succession plan – personal retirement needs come in third.  

Strategic Insight (SI), an Asset International company, said U.S. exchange-traded funds (ETFs) experienced $19 billion in net inflows in October alone.

Thanks to demand for taxable bond funds, U.S. stock and bond mutual funds saw net inflows of $1.1 billion in October.