Search results for: a

Wilmington Trust has named Charles Russella as president of Wilmington Trust Retirement and Institutional Services Company (WTRIS).

Morgan Stanley announced today that Henry McVey, who previously worked at Morgan Stanley for more than a decade, is returning to the firm.

State Street Global Advisors (SSgA) launched a financial literacy campaign designed to help financial advisers become a resource and educator for parents seeking to raise financially responsible children.

There’s plenty of opportunity for advisers to help high-net-worth (HNW) investors save for college funds, according to Phoenix.

The new Income Annuity Training Guide from the Principal Financial Group helps financial professionals understand how to offer income annuities as part of a retirement income strategy, the...

Mercer and Putnam Investments announced Wednesday that Mercer will now provide all plan services for existing Taft-Harley clients that had been serviced by both firms.

Research from HSBC finds that Americans accept personal responsibility for funding their own retirement, but feel the government can help.

The number of employers offering nonqualified deferred compensation plans (NQDCPs) in 2008 was flat compared to a survey taken a year before.

Newly released data from the Investment Company Institute (ICI) indicates that 65% of total U.S. retirement assets during 2008 were held in employer-sponsored retirement plans.

Great-West Retirement Services announced today that it has notified the Internal Revenue Service (IRS) of its intent to sponsor a 403(b) prototype plan under the IRS's proposed 403(b)...

The percentage of employers with a 401(k) plan at Charles Schwab offering a match fell from 78% in 2007 to 70% last year, according to new Schwab data.

Genworth Financial created the Let's Talk campaign, designed to give families the right resources to have productive conversations and successfully plan for long-term care needs.

As companies have to slash retirement benefits in these tough times, a Canadian company will stop giving free beer to retirees.

Banc of America Securities and its broker/dealer arm will return more than $3 billion to investors in California to settle alleged violations of the sales of auction-rate securities...

Fidelity Investments’ second Couples Retirement Study, first fielded in 2007, show that despite two years of unprecedented economic and financial instability, husbands and wives have done little to...

Bipartisan legislation has been introduced to give workers a new incentive to annuitize, rather than spend, their retirement savings.

Research released from the Principal Financial Well-Being Index indicates American workers see glimmers of hope that the economy is headed in a more positive direction.

CPI Qualified Plan Consultants, Inc., a Great Bend, Kansas-based third-party recordkeeping and administration company, unveiled a program to invest employees' salary deferral contributions the day they are withheld...

Diversified Investment Advisors, Inc. has introduced a new version of its OnTrack report.

A Los Angeles law firm well known in the retirement services space for its expertise in Employee Retirement Income Security Act (ERISA) fiduciary issues has reorganized and now...