Search results for: a

In a study released by Ameriprise Financial, “New Retirement Mindscape II,” researchers found that pre-retirees working with a financial adviser are taking many more steps to prepare for...

Vanguard plans to simplify the construction of its Target Retirement Funds and certain other funds-of-funds by replacing three underlying international portfolios with a single broad international stock index...

The annual Mercer Workplace Survey revealed that while participants in employer-sponsored benefit plans are optimistic about the direction of the U.S. economy, they are not confident with their...

Pension professionals looking to obtain fiduciary liability insurance or E&O coverage have a new source. 

Last week, during our PLANADVISER National Conference, I asked a panel of four plan sponsors if their current adviser was a fiduciary—and if that status mattered...

Whether it’s fear of “teenyboppers” or compliance issues, plan advisers have many questions related to social media and networking sites.   

Aon Corporation and Hewitt Associates, Inc. announced that they anticipate completing their proposed merger transaction on or about October 1, 2010.

Vanguard plans to change the target benchmark of its Total International Stock Index Fund from the MSCI EAFE + Emerging Markets Index to the MSCI All Country World...

An eight-person commodities trading team is reported to be leaving Credit Suisse Group AG to start a hedge fund backed by the Blackstone Group.

WisdomTree, an exchange-traded fund (ETF) sponsor and asset manager, has launched the WisdomTree Dreyfus Commodity Currency Fund (CCX) on the NYSE Arca.

The U.S. House of Representatives has approved a bill that includes provisions allowing retirement plan participants to roll over their assets into in-plan Roth accounts.  

Investors have expanded access to 18 USAA mutual funds through E*TRADE Securities investment platform.

Between the effects of the economic downturn and the implications of sweeping new regulations, sponsors of 403(b) plans have...

Assets in defined contribution plans will see double digit growth from 2011 to 2015, according to Financial Research Corporation's (FRC's) FRC Monitor — Strategic Planning issue.

Fidelity WealthCentral, a hub for registered investment advisers (RIAs) to use third-party solutions, has partnered with Black Diamond for use of its BlueSky system.

In its survey, “Wealth in Black America,” Northern Trust found that affluent Black Americans feel more responsible for financially supporting family members than other affluent households, but have...

In two white papers, the Transamerica Life Insurance Company attempts to help advisers educate themselves about the new legislation, as well as help them educate their clients.

Deidre A. Grossman, an Employee Retirement Income Security Act (ERISA) litigator, has joined the Littler Mendelson, P.C. law firm as a shareholder in its New York office.

At the PLANADVISER National Conference, retirement plan advisers got to hear straight-talk from four plan sponsors about what they expect from their advisers.   

Researchers say Moses may have had help parting the Red Sea.