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A federal judge in Kentucky ruled that cash balance plan participants waited too long before filing amended legal claims challenging their plan's whipsaw lump-sum distribution method.

The annual Fidelity Investments estimate of the retirement health-care costs for a 65-year-old couple fell by 8%, driven by Medicare changes in the health reform law.

The Centers for Disease Control (CDC) released its State Indicator Report on Physical Activity, 2010, and found that Tennessee has the lowest percentage of physically active adults in...

Advisers who offer lower fees to attract clients are finding it difficult to raise the fees to acceptable levels, contends a report from PriceMetrix.

TIAA-CREF is expanding its endowment management business with the launch of Covariance Capital Management.

Invesco has rolled out PlanForward Foundations, a series of toolkits designed to help financial advisers grow their defined contribution (DC) business.

U.S. Bank Wealth Management named Daniel J. Rauchle as head of investment management for its Ultra High Net Worth Group. 

The adoption of cash balance plans has slowed to a trickle since the passage of the Pension Protection Act of 2006, according to Sibson Consulting, a division of...

Average fees and expenses incurred by investors in long-term mutual funds declined in 2010, according to a recent study.

Life Quotes, Inc., a life insurance resource center, compiled a list of the 10 dumbest insurance fraud schemes of all time.  

Deutsche Bank and Invesco PowerShares Capital Management, LLC have launched six exchange-traded notes (ETNs) linked to the foreign sovereign bond futures.

According to Cogent Research, institutional investors are more concerned about an asset manager's stability than its performance record.

A Louisville medical center did not breach its fiduciary responsibility by transferring the plan balances of two employees from a stable value fund to an asset allocation fund.

The U.S. Supreme Court rejected a request to review a decision by an appellate court that a cash balance pension plan that cut off interest credits of participants...

Plan ratings provider BrightScope has widened its focus, and now has incorporated 403(b) plan data into the BrightScope Rating system. 

 MFS Investment Management's Investing Sentiment Survey found several disconnects between what advisers think investors feel, and what investors are actually feeling. 

A retiree has sued SunTrust Banks, alleging that it favored investment plans operated by SunTrust or its subsidiaries that performed poorly and charged higher fees than plans offered...

Last week brought to light an aspect of 401(k) litigation that doesn’t generally get a lot of coverage—and the participant-plaintiff was presented with a $50,000...

The adjustments are in line with The Hartford's newest strategies: increasing its share of government and tax-exempt retirement plans and enhancing participant education.

3(21) limited scope investment advisers are used more frequently than 3(38) outsourced investment advisers, according to a Grant Thornton survey.