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Security Benefit Partners With fi360
Security Benefit Corporation has formed a partnership with fi360 for fiduciary education.
Faulty Budget Scoring Could Shortchange 401(k) Plans
An economist and a tax expert detailed how congressional budget scoring could derail retirement savings incentives.
Americans May Experience Income Drop in Retirement
American households could face an income drop of 28% in retirement.
Littler Adds Three Attorneys
Littler Mendelson PC (Littler) added three attorneys to the firm’s expanding Employee Benefits and Executive Compensation Practice.
Southern College Towns Ideal Retirement Location
An analysis of trends and preferences indicates that tens of millions of Baby Boomers should look to Southern college towns for the ideal retirement location.
Pension Fund Trustee Pleads Not Guilty to 31-Count Indictment
Independent fiduciary and plan trustee Matthew Hutcheson of Eagle, Idaho, pleaded not guilty on Thursday in U.S. District Court in Boise.
Employees' Retirement Confidence Continues to Erode
The hangover from the recession and slow economic growth continues to erode employees' retirement confidence and overall financial wellness, according to the 2012 Financial Wellness Survey by the...
Plan Advisers Should Urge Sponsors to Prepare for 404(a)(5)
Plan advisers should not delay helping plan sponsors prepare for the 404(a)(5) regulation as the deadline looms.
DB Plans See $58M Improvement in March
The 100 largest defined benefit (DB) pension plans experienced a $58 million improvement in funding in March.
J.P. Morgan Adviser to Lead Consultant Team
J.P. Morgan Asset Management promoted Tom Fisher to the role of head of Americas Consultant Strategy Team.
Military Experience a Plus in Advisers
Americans have a positive view of military veterans when considering a financial adviser, underscoring market demand for veterans in financial services.
77% of Americans Interested in Alternative Assets
More than three-fourths of Americans familiar with retirement accounts are interested in investing their individual retirement accounts (IRAs) in alternative assets.
Morningstar Launches Indexes Based on Picker Research
Morningstar Inc. launched three Morningstar Ultimate Stock-Pickers Indexes.
Managers View Market as ‘Risk-On’ Opportunity
Investment managers currently view the markets as a “risk-on” opportunity, a survey found.
More Gen Xers Saving for Retirement
More Gen Xers reported they started saving for retirement between the ages of 25 and 34.
Competition High in RIA Channel
Competition for asset managers is fierce in the registered investment adviser (RIA) channel.
Estate Can Sue Ex-Wife for Benefits Waived
A federal court decided that a waiver of benefits can be enforced through a direct suit against a named beneficiary after benefits have been paid.
Plan Sponsors Not Sold on Benefits of Bundling
Forty-eight percent of plan sponsors who are not fully bundled indicate they would be open to bundling their retirement plans if convinced of the benefits.
Market Vectors Launches Indonesia Small-Cap ETF
Market Vectors ETF Trust launched Market Vectors Indonesia Small-Cap ETF (IDXJ).