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The Phoenix Companies, Inc., introduced a “first-to-die” universal life insurance product that covers two lives under one policy, designed for married couples or business partners.

Lincoln Financial Group said today it has agreed sell Delaware Investments to Sydney, Australia-based Macquarie Group.

UBS AG agreed to provide 4,450 names of U.S. account holders to settle a tax-evasion lawsuit, according to news reports.

The savings rate is up, but will it last?

The largest proportion of participant assets in plans administered by MassMutual's Retirement Services Division is in equities (38.7%) versus stable value options (31.7%) during the second quarter of...

Curian Capital, LLC, announced the launch of the Curian Custom Wealth Platform, a unified managed household (UMH) solution offering investors an aggregated view of their Curian holdings.

TIAA-CREF was selected, along with four other providers, for the Iowa Department of Administrative Services Statewide 457(b) and 401(a) Plans.

A survey commissioned by financial services company USAA found that most Baby Boomers plan to keep their traditional individual retirement accounts (IRAs) intact.

They say that history repeats—and that those who do not learn from the past are destined (doomed?) to repeat it.

AIG’s new CEO Bob Benmosche is no longer looking for a buyer for the insurance giant’s advisory group, InvestmentNews reported.

A New York-based law firm has launched two company stock fund investigations.

Journey Financial Planners, a fee-only, independent registered investment advisory (RIA) firm in Massachusetts, is now also serving private businesses seeking solutions for their retirement plans.

JennisonDryden, the proprietary mutual fund family of Prudential Financial, Inc., has added the Dryden Total Return Bond Fund (PDBAX) to the fixed-income allocation of its full lineup of...

A settlement has been proposed in a class-action lawsuit involving Wal-Mart’s 401(k) and profit-sharing plans.

BPAS said its new benchmarking tool helps financial intermediaries prepare for annual plan meetings.

Affiliated Computer Services (ACS) has introduced Healthy 401(k) Plan Analytics, a software tool allowing sponsors to track and analyze participant behavior and trends.

Millions of Fidelity customers invested in two of its target-date funds have voted for a proposal to prevent holdings in investments in companies that substantially contribute to genocide...

Results from the Employee Ownership Foundation’s 18th Annual ESOP Economic Performance Survey found that 88.5% of ESOP companies outperformed the stock market in 2008.

10 Things You’re (Probably) Doing Wrong—or Not Doing Right—as a Plan Fiduciary 

JPMorgan Chase & Co. has successfully convinced a federal judge that a former employee should be barred from moving forward with allegations about the company’s cash balance conversion.