Smart-Tek Automated Services, Inc., has signed an agreement to offer its client employees a 401(k) plan through The Hartford Financial Services Group, Inc.
The Internal Revenue Service has ruled that the 60-day rollover requirement is not applicable to a plan distribution check made payable to a second plan's sponsor.
Adhesion Wealth Advisor Solutions Inc., a provider of unified managed accounts (UMAs) for independent registered investment advisers (RIAs), has added a “do-it-for-me” option to its UMA program.
Jensen Investment Management, investment adviser to The Jensen Portfolio (JENSX) mutual fund, has launched its second mutual fund, the Jensen Value Fund.
As managed account programs make a comeback after taking a hit during the downturn, Cerulli Associates sees the most growth in mutual fund advisory programs, fueled by 401(k)...
The U.S. Supreme Court has ordered a federal appellate court to take another look at its ruling that mutual fund managers can only be held liable for charging...
A new report indicated that while Early Boomers lost a lot of money ($1 trillion) during the economic downturn, they have already recovered roughly half of these losses,...
A federal court has dismissed claims by employees of KV Pharmaceutical Co. that the company breached its fiduciary duties by continuing to offer company stock in the its...
New Vanguard research suggests that retirement plan participants, either as a result of conscious resolve or inertia, mitigated the recent economic downturn's damage to their retirement savings by...