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Record-setting levels of defined contribution assets will continue to grow, yet mutual funds will not be the sole beneficiary. 

Half of small-business owners are under the misconception that offering an employer-match is required in a defined contribution retirement plan, preventing them from sponsoring a plan.  

Through a national “listening tour," Transamerica Retirement Services has identified the most common trends among financial advisers in the retirement industry.

If you’re missing Michael Scott this season and are still trying to figure out Robert California’s deal, do we have a product for you…  

The Hartford has introduced two fixed index annuities. 

A court has ruled that a defined contribution plan must repay a former participant funds that were wrongly transferred to an account of his ex-spouse, even though the plan...

A recently introduced tool from Fiduciary Benchmarks seeks to help plan sponsors optimize their plan design and improve their participants’ retirement readiness.

A profit sharing plan administrator is not liable for the unlawful diversion of plan assets by the fiduciary overseeing the plan’s management. 

The day after launching his own mergers and acquisitions consulting firm, Dave DeVoe hit the road to meet with his first client.  

TIAA-CREF's chief investment officer (CIO),  Ed Grzybowski, will be retiring; a search for his successor is under way.

The IRA Financial Group, creators of the Self Directed IRA LLC program, has expanded its real estate program to include international investments.

Charles Schwab clients’ financial sentiments declined in the third quarter, hitting the lowest level in two years.  

Gregory McGreevey will join Invesco as head of Invesco Fixed Income. 

Cerulli anticipates the percentage of advisers' discretionary business will increase from 59% in 2011 to 71% by 2013. 

Residents of New Hampshire and Alaska rank at the top of financial literacy and financial behavior, while residents of Louisiana and West Virginia rank at the bottom, according...

Commonwealth Financial Network has launched Investor360°, an online tool for investors to view multiple aspects of their portfolio.

Morningstar, Inc. introduced forward-looking, analyst-driven global fund ratings for approximately 350 U.S. funds.  

Many residents of the largest metropolitan areas in the U.S. report feeling significantly less confident than they did a year ago about their retirement readiness.

Eliminating retirement plan tax incentives could have a significant negative impact on retirement security by discouraging savings and reducing the number of plans offered, said small and medium-sized...

The Securities and Exchange Commission (SEC) filed a record 735 enforcement actions in the fiscal year that ended Sept. 30, with 146 of these actions taken against investment...