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Lincoln National Corporation has tapped Peter Welsh as Divisional Sales Director for the Western Division of the Wire Channel of the Lincoln Employer Markets’ Defined Contribution business segment.

If you’re confused about the 5500 reporting requirements, the Department of Labor is ready to offer you some free help.

Charles Schwab has launched two Laudus funds with Mondrian Investment Partners Limited that are designed for institutional investors.

The Itasca, Illinois-based Arthur J. Gallagher&Co., an insurance broker, has acquired employee benefits consultant RSI of Mount Laurel, New Jersey.

After months of rumors about being 'shopped,' CitiStreet has been sold to ING Group.

GlobalBridge Inc., provider of separately managed account solutions for trust banks and wealth advisers, and investment firm Smith Group Asset Management announced the availability of the Smith Group’s...

State Street Corporation announced that its board of directors has appointed Jay Hooley as president and chief operating officer.

A trade group representing public-sector defined contribution plans has released a Q&A document with information about the latest government regulations for 403(b) programs.

Financial advisers are optimistic about both their business and the economy, yet think the priority of the next president should be bolstering the weak economy.

Fewer young advisers are entering the field, and those that do are more interested in less traditional, sales-based routes.

The number of financial advisers in the U.S. declined from 256,569 in 2005 to 245, 831 last year.

Pacific Life Insurance Company and Pacific Life&Annuity Company now offer a sales kit featuring life insurance materials for financial professionals.

A federal judge has permanently barred a District of Columbia lawyer from servicing any Employee Retirement Income Security Act (ERISA) plans after the attorney was charged with helping...

When home equity and government assistance are taken out of the picture, the snapshot for retirement looks much bleaker, according to a new study from Barclays Global Investors...

Fidelity Investments has introduced 403(b) Quick, a Web-based plan document tool designed to help tax-exempt employers generate recordkeeping agreements and plan documents to help them comply with new...

John (Jack) F. O’Connor has joined Pioneer Investments as Executive Vice President and Head of U.S. Institutional, effective April 28, 2008.

The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration has released a Q&A dealing with technical corrections to the final regulation on qualified default investment alternatives (QDIAs).

Causeway Capital Management LLC announced the launch of the Causeway Global Value Fund (Institutional Class: CGVIX).

Newkirk has announced the availability of its N1 Profiler, designed to identify specific plan participants for targeted communication purposes.