News

This year, fewer workers plan to use their tax refunds to pay off bills and more plan to put the money into savings than last year.

ftwilliam.com, a provider of integrated Software as a Service (SaaS) solutions for third-party administrators (TPAs) and others in the retirement industry, is introducing a DB(k) document. 

Helping to bridge the retirement planning gap for executives is one of the most significant challenges—and near-term opportunities—plan advisers have today.

A federal appellate court has thrown out a lower court’s decision in favor of an excessive retirement plan fee lawsuit and sent the matter back for further proceedings.

GE Asset Management (GEAM) selected Doug Heckman to be Senior Vice President of Institutional Sales.

Towers Watson announced that Mark Mactas, president and Chief Operating Officer (COO), has decided to retire by the end of calendar year 2011.

Manulife Asset Management announced Chad Gross will be taking on the role of Managing Director, Institutional Sales.

GoodHaven, a registered investment adviser (RIA), launched the GoodHaven Fund with a focused portfolio management strategy and a flexible mandate.

The Principal Financial Group has expanded its menu of educational guides for advisers to use with clients nearing retirement.  

Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.

TD Ameritrade Institutional is launching the “Veo Mobile” iPad app as part of its "future adviser workstation" objective. 

I learned a long time ago that when it comes to things like automobile maintenance, home repair, or gardening, I’m better off hiring an expert.   

ETF industry assets rose $20.9 billion in August - up 2%, according to State Street Global Advisors’ ETF Snapshot.

Most investors do not have a clear enough understanding of variable annuities (VAs) to appreciate the guaranteed income they can potentially provide, according to the results of a...

Fidelity Investments has been selected by the University of Oklahoma (OU) as the sole administrative service provider for its 401(a), 457 and 403(b) defined contribution retirement plans.

Prudential Investments has begun offering three new fixed income funds.

Research from SEI found nearly three out of four investors regard "independence" as important, yet many believe it is not a realistic expectation when dealing with wealth management....

Nearly 70% of advisers expect the independent model to offer more earnings potential than any other business model over the next 18 months, a Fidelity Investments survey found.

Ongoing portfolio globalization and the increasing role of “alternative” investments - hedge funds, private equity and real estate - are expected to reshape institutional investment in North America.

401k Widgets' product line has been expanded to include a glossary, checklist, and FAQs.