Financial advisers now have access to an online version of Nationwide’s The Retirement Income and Income Risk Workbook, which generates a suggested retirement income portfolio for clients.
Throughout the turbulent economic environment of the last several years, stable value has continued to offer a safe haven for defined contribution plan participants, according to the MetLife...
A new survey finds more Baby Boomers are aware of their ability to convert individual retirement account (IRA) assets to a Roth IRA, but few intend to do...
The Employee Benefits Security Administration (EBSA) is one of a number of Department of Labor (DoL) agencies participating in a new Web site aimed at making a variety...
The Principal Financial Group has released RetireView, a product designed to help plan advisers help participants in their client plans choosing their optimum asset allocation.
Workers offered 401(k) plans exhibit more proactive retirement savings behaviors, demonstrate higher levels of knowledge about retirement investing, and are more confident in their ability to retire comfortably,...
The overwhelming majority (91%) of surveyed financial advisers said they have made changes to their clients’ retirement portfolios, and many are looking toward guaranteed income products.
The U.S. Supreme Court has sent a case contending that Ameriprise Financial’s fund fee structure violated the Investment Company Act back to the 8th U.S. Circuit Court of...
linkedFA, a social networking site for financial professionals, said it now offers a feature to satisfy compliance concerns of brokerage and wirehouse firms.
Retirement Plan Advisory Group (RPAG), an alliance of retirement plan advisers, said Gabriel Kass has joined its investment team as an investment analyst, specializing in fixed-income investments.
Arnerich Massena, Inc., a Portland, Oregon-based independent investment advisory firm, has published a paper examining participant behavior in retirement plans.