Governments would have to report as a liability on their accrual-based financial statements the unfunded portion of their pension plan under a new proposal.
Charles Schwab has announced a new educational campaign to help young adults facing “financial firsts” as they graduate, start working and begin living on their...
June 17, 2010 - Standard & Poor’s, and market research firm Financial Research Corporation (FRC) have entered into a content licensing and distribution agreement under which FRC will...
June 17, 2010 - Brewer Financial Services, the full-service broker dealer division of Brewer Investment Group, an independent wealth management firm, announced the addition of four advisers to...
June 17, 2010 – Charles Schwab has launched Schwab Advisor University, an interactive online training program to help registered investment advisers (RIAs) improve operational productivity and performance.
American United Life Insurance Company (AUL), a OneAmerica company, has appointed Donald W. Barden as Southeast regional sales director in the Atlanta Retirement Services office.
Although 58% of advisers say their clients earn more than is needed to make the Roth IRA conversion under the new rules, a surprisingly small proportion of these...
U.S. Senator Herb Kohl, (D-Wisconsin) Chairman of the Special Committee on Aging, held a hearing Wednesday about lifetime income options in retirement plans.
The Securities and Exchange Commission (SEC) unanimously approved proposed rule amendments to enhance the information provided to target-date fund investors.
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) is offering a free workshop for employee benefit plan professionals, including clients of plan service providers.
Third-party administrator Benefit Consultants Group (BCG) has introduced a Concierge Club partner development program that “rewards an adviser for his/her commitment to the retirement plan market.”