The Markets

After six consecutive quarters of losses, the Callan DC Index posted a gain of 12.26% in the second quarter of 2009.

The Spectrem Affluent Investor Index (SAII) rose 1 point in August, while the Spectrem Millionaire Investor Index (SMII) saw a 6-point gain.

The combined net assets of U.S. variable annuities rose more than 11% in the second quarter, according to the Insured Retirement Institute (IRI).

July was the fourth consecutive month in which long-term fund flows equaled or surpassed $50 billion, according to Strategic Insight (SI), an Asset International company and sister company...

Despite strong domestic-equity and sound fixed-income performance during the second quarter of 2009, hefty investor assets were cashed out of separate accounts and collective trusts entirely, according to...

New Jersey's Higher Education Student Assistance Authority reached an agreement to reduce administrative fees and offer more conservative investments for the NJBEST 529 college savings plan.

Wichita aircraft maker Hawker Beechcraft has announced plans to suspend company contributions to its 401(k) plans.

Fund manager optimism about the global economy is at its highest level in nearly six years, according to the Merrill Lynch Survey of Fund Managers for August.

The savings rate is up, but will it last?

Millions of Fidelity customers invested in two of its target-date funds have voted for a proposal to prevent holdings in investments in companies that substantially contribute to genocide...

The recent market uptick continued to benefit U.S. mutual fund flows in July as investors poured almost $44 billion ($171 billion year to date) into fund offerings, Morningstar...

An investment adviser for a public access television station in Enid, Oklahoma, explained that costs were behind the decision to ditch a 403(b) plan for employees in favor...

Exchange-traded fund (ETF) assets rose $47.4 billion, or 8%, in July, according to State Street Global Advisors (SSgA).

Following is a summary of mutual fund filing changes complied by Strategic Insight (an Asset International company, and sister firm of PLANADVISER) from recent prospectus filings.

The QVC home shopping network turned away workers at its Rocky Mount, North Carolina, distribution center as part of a probe into whether 401(k) hardship loans they’ve received...

Small, entrepreneurial investment management firms maintained a performance advantage over larger, established firms through last year’s market downturn, according to updated research on emerging investment managers by Northern...

The board of directors for PEGASYS, a public-access television station in Enid, Oklahoma, has approved a change in employee retirement plans.

A new Cerulli report says institutional ownership of mutual funds totaled $4.3 trillion at year-end 2008, a decline of 12.3% from prior year totals.

Starbucks announced to its U.S. employees that it will make the company discretionary match to the Future Roast 401(k) Savings Plan for the 2009 plan year.

Kane County (Utah) Hospital employees whose 401(k) retirement plan accounts have been frozen by the Internal Revenue Service (IRS) are threatening to sue the hospital.