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It remains very difficult for investors or plan sponsors to tell if a target-date fund (TDF) is intended to be a “to” or “through” offering simply by looking...

Asset managers are just starting to observe how investors use target-date funds (TDFs) after reaching retirement.

Bull-market gains in 2010 helped target-date funds (TDFs) perform well, as compared with standard market benchmarks, according to Morningstar’s Target-Date Industry Survey.

Genworth Financial Wealth Management is introducing Genworth Portfolio Solutions (GPS), providing advisers with four asset allocation models.

Though employees are expected to take on more decision-making and financial responsibility for their employee benefits, employee education and communications have become a much lower priority for employers.

Newkirk has been acquired by DST Systems, Inc., a provider of technology and services to clients in financial services, health care and other industries. 

When asked to categorize a list of personal and financial concerns, 64% of survey respondents said “needing to save for retirement” is “highly important,” though eight other choices...

Rogerscasey announced that Hilary Wiek has joined the organization as a Director within the firm’s Alpha Investment Research Group, effective May 9, 2011.

Mohler, Nixon & Williams (MNW) have promoted senior managers Ryan Koch and Brad Wall to audit partners. 

A kasina and Horsesmouth survey found that 26% of advisers do not include exchange-traded funds (ETFs) in their clients’ portfolios.  

State Street Global Advisors (SSgA), the asset management business of State Street Corporation, announced changes to the index and name of the SPDR Dow Jones Global Titans ETF.

MetLife has launched its optional Guaranteed Minimum Income Benefit Max (GMIB Max) and Enhanced Death Benefit Max (EDB Max) variable annuity riders with Protected Growth Strategies.

Archimedes Systems introduced the College Savings Planner application to help financial institutions engage with smartphone users.

Allianz Life Insurance Company of North America announced that it has formed strategic relationships with seven broker/dealers to add the Allianz Retirement Pro Variable Annuity to their advisory...

Mercer has launched “RetireTALK,” an online retirement planning and education platform for participants in its 401(k) retirement plans.

A 2009 follow-up survey of households that completed the 2007 Survey of Consumer Finances (SCF) found changes in families’ savings intentions or behavior, their tolerance for financial risk,...

A court approved a $3 million settlement of a case accusing PFF Bancorp Inc of continuing to purchase and invest in company stock for its 401(k) plan and...

The 9th U.S. Circuit Court of Appeals has reinstated a lawsuit brought by Finistar shareholders alleging stock options backdating.

The Greenbrier Wealth Management Group has come together under Raymond James & Associates in its Westlake Village, California, office.  

A federal court has granted retirement plan benefits of a deceased participant to his spouse, even though he had listed his children as beneficiaries on the plan’s designation...