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Fiserv announced that Lincoln Financial Group is the first client to make use of its new retirement income technology, Retirement Illustrator.

Russell Indexes introduced the Russell High Efficiency Defensive Indexes, an index series extending the Russell Defensive Index methodology.

More Canadians are managing their portfolios online, according to research from TD Direct Investing.

There is a disconnect between the saving habits of some consumers and their rosy retirement forecasts, a poll found.

Bank of America has won a lawsuit alleging it violated the Employee Retirement Income Security Act (ERISA) by investing retirement plan assets in bank-affiliated funds.

 Brett Meili was hired as legal counsel to support U.S. Bancorp Fund Services’ alternative investment products and services division.   

Britt L. Bentley was named senior vice president and a principal of LCG Associates Inc.

Adam Casavant joins U.S. Bank Institutional Trust and Custody in Chicago as a relationship manager.

Mutual of Omaha’s Retirement Plans Division aims to extend its 401(k) and related product lines with the addition of four new regional...

Fidelity Investments is closing Fidelity Small Cap Discovery Fund (FSCRX) to new accounts.

Janet Vreeland has been named a vice president at Burnham Benefits Insurance Services.

David Weissner was named Midwest market business leader for Mercer’s retirement business.

BCG Securities Inc. (BCGS), a broker/dealer and advisory firm, unveiled an adviser recruitment video.

Employers who are thinking of terminating a frozen defined benefit plan (DB) must be aware of termination costs and administrative procedures.

J.P. Morgan Asset Management – Global Real Assets hired John Faust as a managing director and client portfolio manager for real estate.  

Calculations of lump sum pension benefits consider cost of living adjustments (COLA) participants would have received if they had taken an annuity at retirement.

Catching up on your TPS reports in your cubicle or attending a mundane business meeting may make you more creative. 

Cautious optimism was the watchword for the 2013 economic outlook, according to Bob Doll, chief equity strategist of Nuveen Asset Management.

A court ruled contributions owed to a 401(k) are not plan assets, so an employer did not breach fiduciary duties by not contributing.

Pentegra Retirement Services introduced a Web tool featuring Q&A’s with Pentegra specialists.