Despite the market rally, the direction of the total transfers in July remained fixed income-oriented, according to the results of the Hewitt 401(k) Index.
Beginning with returns for the 2009 plan year, the Schedule SSA has been eliminated as a schedule of the Form 5500 annual return/report and is replaced with Form...
A new Cerulli Associates report asserts that exchange-traded funds (ETFs) will gain an even stronger market foothold because of increased adviser-driven demand for asset diversity and flexibility in...
With a new suite of tools and support from The Principal Financial Group, financial advisers can help business owners develop sound business exit or succession plans.
We have long lamented the reality that only about half of this nation’s workers have access to some kind of workplace-based retirement vehicle, and with...
The Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and North American Securities Administrators Association (NASAA) have outlined practices used by financial services firms to strengthen...
An Employee Retirement Income Security Act (ERISA) law firm and an insurer have teamed up to prepare a guide about ERISA’s fiduciary liability provisions and how fiduciary insurance...
Manulife Financial has announced a new strategic arrangement with Franklin Templeton Investments under which Templeton LifeSmart Portfolios will be made available to Canadian group retirement clients.
The Hartford Financial Services Group has tapped Scott Sanderson as vice president, government market and client management in the Retirement Plans Group.
Vanguard has announced the restructuring of the investment advisory arrangements for Vanguard Explorer Fund, Vanguard U.S. Value Fund, and Vanguard Market Neutral Fund.
The Pension Benefit Guaranty Corporation (PBGC) has assumed responsibility for seven plans covering almost 2,360 workers and retirees of the Chicago Sun-Times.