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ExpertPlan, provider of private-label recordkeeping solutions for retirement plans has announced its acquisition of Pennsylvania-based TSCI, formerly Trust Service Company, Inc.

Saying the retirement business is a “strategic priority″ for the firm’s Global Wealth Management (GWM) group, Merrill Lynch has confirmed that Steve Bodurtha has assumed responsibility as head...

The use of independent advisers by millionaires has grown, with 26% of millionaires now working with such advisers, compared to 22% last year, according to a survey by...

George Jamgochian has been named head of U.S. institutional sales for Principal Global Investors.

John Hancock Retirement Plan Services (RPS) unveiled a Web-facilitated training program for its 401(k) third party administrators (TPAs) called Forum Coach.

A lawsuit by former 401(k) participants against the Principal Financial Group over allegations that the company duped participants into IRA rollovers into Principal’s proprietary mutual funds appears poised...

Three-quarters of employers in a recent survey said they offer retirement or financial planning to their employees or savings plan participants.

Although a majority of Americans are saving for their retirement, more than one-quarter are not, according to a new survey.

Eighty percent of investment consultants expect to increase their defined contribution (DC) business in the wake of the pension fund crisis, according to Cerulli’s 2007 survey of investment...

The defined contribution investment-only (DCIO) market offers dramatically higher profit margins for asset managers than those found in other platform markets, and firms will be growing their personnel...

I was discussing the subject of retirement the other day with a friend.

A bill backed by a powerful Connecticut state lawmaker that would create a state-sponsored defined contribution retirement plan for employers with fewer than 100 workers has passed the...

Of the 50.6 million U.S. households – 43.6% of total households – that own mutual funds, almost half (49%) consider employer-sponsored retirement plans to be their primary source...

The defined-contribution (DC) plan consulting business is changing to adjust to new plan trends by, among other things, offering custom target-date funds and adding inflation-protection investment vehicles to...

Total U.S. retirement assets climbed to $17.8 trillion as of September 30, 2007, up from $17.5 trillion on June 30, 2007, according to a quarterly data series from...

CapTrust Advisors, LLC, has merged with Schott Group Investment Consulting to create what the company says is Florida's largest private investment consulting firm.

Not only are a quarter of adults dipping into their retirement savings, but many of them cannot pay it back.

TIAA-CREF has released a guide to new 403(b) regulations to help plan sponsors deal with new 403(b) regulations.

The Financial Industry Regulatory Authority (FINRA) has proposed rule amendments that would require registered firms to report allegations of sales practice violations against an individual broker made in...

It seems that nearly everyone today is feeling the pinch of the current economy.