Search results for: a

Year-to-date, mutual funds globally raked in $804 billion, according to data from Strategic Insight, an Asset International company.

ProManage, a firm that provides customized managed accounts, participant advice, plan metrics, and consulting services to defined contribution plan sponsors, has named a new CIO....

Although 99% of parents and grandparents believe in the importance of sending their children to college, many do not choose the most cost-effective financial vehicles to pay college...

A white paper summarizing the results of The Hartford’s fifth annual college savings survey is now available to advisers. 

A federal judge has given final approval to an $8.5 million settlement of a long-running stop drop lawsuit.

A federal appellate court has ruled that the National Education Association (NEA) cannot be held liable for a fiduciary breach because of its endorsement and marketing of annuities...

The SPARK Institute has issued a Compliance Alert regarding potential fee disclosure problems and fiduciary issues for plan sponsors and certain providers of plan investment options.

Dow Jones Indexes has introduced a country classification system that will apply to all countries covered in its major index families.

The Internal Revenue Service (IRS) has published guidance on the special rules on funding relief for single-employer defined benefit plans.

Workers recently polled by AXA Equitable Life Insurance say they anticipate retiring at 61–four years later than in previous generations.

JMG Financial Group, Ltd. has appointed Thomas Harty as a retirement plan consultant.

Nationwide Financial Services has turned to Charles F. Rolph as Director of Advanced Sales.

Wilmington Trust has added three senior wealth advisors to the company’s Wealth Advisory Services (WAS) business in the Northeast region.   

Bonnie Baker has joined Lincoln Financial Distributors as relationship manager for the Institutional Retirement Solutions Distribution (IRSD) consultant channel, focused on wirehouses.

The Internal Revenue Service (IRS) has announced plans for a telephone forum to discuss recent guidance on in-plan Roth rollovers for 401(k) and 403(b) plans.

A new Deloitte survey underscores the extent to which sponsors are increasingly aware of their responsibilities to helping participants save for retirement.

A few years back—when my kids still believed in the reality of Santa Claus—we discovered an ingenious Web site that purported to offer a real-time...

Pershing Advisor Solutions LLC has released a new study, “Creating Growth: The Rewards and Challenges of the Multi-Location Model.”

Of the 14.8% of employers suspending their 401(k) match in recent years, 39.3% have restored them, and another 37.8% are planning to do so in the next six...

BMO Financial Group announced Friday that it will acquire Marshall & Ilsley Corporation (M&I) in a stock-for-stock transaction.