News

Aon Hewitt’s October 401(k) Index found that despite the recent market rally, 401(k) participants transferred assets from equities into fixed income investments for the fifth consecutive month.

DST Retirement Solutions and Wealth Management Systems Inc. (WMSI) formed a partnership to provide expanded rollover service options to DST clients.

Janus Capital Group chose Fidelity Investments to provide it with a defined contribution plan, a non-qualified retirement savings plan, and stock plan services. 

WealthTrace has released an online retirement planning application for financial advisers and individuals who want to create their own retirement plan. 

Lincoln Trust Company has completed the acquisition of Fringe Benefit Administrators (FBA), a third-party retirement plan administrator. 

A survey of American workers found both men and women are concerned about saving enough for retirement; however, women are more concerned with monthly expenses. 

Doing what's best for the public seems to be a common goal shared by Vikram Pandit, CEO of Citigroup, and Gary Gensler, Chairman, U.S. Commodity Futures Trading Commission...

William Blair & Company launched the William Blair Emerging Markets Small Cap Growth Fund and the William Blair Large Cap Value Fund.  

Lincoln Financial Distributors (LFD) and Primerica, Inc. have formed a strategic alliance.  

Phyllis C. Borzi, assistant secretary of the Department of Labor’s Employee Benefits Security Administration (EBSA), announced five appointments to Senior Executive Service positions within the agency.  

Month over month, exchange-traded fund (ETF) assets rose $110 billion, up 11.5% in October.  

Higher education endowments earned returns averaging 19.8% in fiscal year 2011. 

Understanding of target-date funds (TDFs) is high, according to research from AllianceBernstein. 

Smart401k is offering a new, flexible service delivery model for plan sponsors and plan-level advisers. 

Sallie Krawcheck, former President of global wealth management at Bank of America, says the two biggest challenges facing the wealth management industry are attracting the next generation of...

Ninety-nine percent of respondents to a recent survey offer a retirement plan to employees.

USAA Life Insurance Cos. has announced a new immediate income annuity, the Guaranteed Retirement Income Plan.

Fidelity Asset Management has announced leadership appointments within its Fixed Income Division, which includes the company’s Bond Group and Money Market Group.

Among plan participants who took some type of savings action during Q3 2011, 72% took a positive action (started or increased contributions), Bank of America Merrill Lynch reported....

Retirement plan provider Retirement Desk is offering a no-cost fee benchmarking service for advisers and sponsors.