News

Lincoln Financial Distributors (LFD) has added three regional sales directors to its Institutional Retirement Solutions Distribution (IRSD) team.

Fidelity Investments has expanded its Spartan equity index mutual fund line-up with five low-cost funds.

Pentegra Retirement Services is acquiring National Life Group’s qualified plan administration business.

The new fiduciary designation, Global Fiduciary Strategist (GFS), is being offered by 3ethos, a fiduciary training firm.

Multiple employer plans (MEPs) can offer a cost-effective solution for companies that want to offer a retirement plan for their employees. How can you incorporate this growing plan...

Last week the Senate Finance Committee held a hearing on “promoting retirement security.”   

Who says defined benefit plans are dead? Panelists at the PLANADVISER National Conference in Orlando last week discussed the potential future of plan types other than defined...

A pair of US Senators have introduced legislation they claim will “dramatically increase retirement savings.” 

You can add another voice to the chorus of those calling for the Labor Department to backoff of its proposed fiduciary definition expansion – Congressman...

Distributors are changing the way they do business, leading them to seek creative, new alternatives from asset managers, according to a report from kasina.

Star bond investor Jeffrey Gundlach was awarded $66.7 million by a jury over his separation from money management firm Trust Company of the West (TCW), reports Reuters.

According to a recent LIMRA study, 35% of all retirees receive income from an annuity.

UBS trader Kweku Adoboli appeared in a London court on Friday to face charges of fraud and false accounting, according to the Wall Street Journal. 

Hank Kim, Esq., Executive Director and Counsel for the National Conference on Public Employee Retirement Systems (NCPERS), has unveiled a proposal for a new type of retirement plan.

Morgan Stanley Smith Barney is offering a new service to help corporate clients track retirement eligibility dates and collect employment taxes from employees who receive restricted stock units...

In spite of market volatility, Financial Research Corporation (FRC) expects demand for sub-advised mutual funds to rise and assets to reach $2.2 trillion by 2016, according to industry...

Morningstar Investment Services, Inc. (MIS) introduced a suite of new strategies to Morningstar Managed Portfolios, including active/passive, momentum ETF, and global tactical ETF portfolios.

The percentage of advisers who think the economy is headed for a “double-dip” recession in the next six months—although still more than half—has decreased from one year ago....

FINRA and industry groups are weighing in this week on Rep. Bachus’ (R-Alabama) draft proposal for a new self-regulatory organization (SRO) to oversee financial advisers.  

Witnesses before the Senate Finance Committee offered arguments against changing tax advantages for workers’ retirement plan savings.