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A federal judge in New York has ordered Citigroup to increase the payment credits in its cash balance plan to comply with minimum accrual rules.

Topeka, Kansas-based Security Global Investors (SGI) has reached an agreement with Nationwide’s NWD Investment Management to hire the nine-person growth equity investment team from Nationwide Separate Accounts (NSA),...

Small and medium-size businesses can now tap into a new service that can help them identify the best insurance rates and plans.

Those looking for some insights on the Pension Protection Act can now get some straight from the 'horse’s mouth.'

ExpertPlan today announced it is partnering with Hauppauge, New York-based AccountantsWorld to provide full service retirement plan services to accountants and their clients.

RBC Dain Rauscher has added fi360’s Investment Policy Statement (IPS) Generator as a tool for its financial consultants.

Daniel Young has been appointed President and Chief Operating Officer of NFP Securities, Inc. (NFPSI), the broker-dealer of National Financial Partners Corp. (NFP), a national network of independent...

AIG VALIC has named Greg Garvin Executive Vice President of Independent Distribution.

As Baby Boomers retiree, advisers and broker-dealers must decide how they will differentiate themselves and deliver an efficient retirement income program.

Although all advisers plan to increase their use of managed accounts, registered representatives at broker-dealer firms are twice as likely to plan on doing so.

Participants in 401(k) plans moved a combined $295 million into the international and emerging market equity asset classes in October, according to the results of the Hewitt 401(k)...

The Internal Revenue Service has issued Revenue Ruling 2007-71, providing the table of covered compensation for the 2008 year for use in determining contributions to defined benefit plans...

Referrals and a need for reassurance that savings will last through retirement are the main way and reason clients come to a financial adviser.

This week, PLANSPONSOR’s November issue will start arriving in the mail (and, with a little bit of luck and time, online).

This week, PLANSPONSOR’s November issue will start arriving in the mail (and, with a little bit of luck and time, online).

The best adviser candidates for adviser teams are those constantly looking to improve their practice, the most recent Cerulli report says.

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has proposed an amendment to an existing class exemption stipulating what categories of assets plans can accept to...

In one year, the number of employer clients offering at least one auto-savings tool, automatic enrollment or automated savings increases, nearly tripled to more than 30,000, according to...

Nearly half (40.5%) of widows say they rely on financial advisers for investing advice, more than double any other female demographic group, according to The OppenheimerFunds, Inc. 2007...

A lawsuit filed against Morgan Stanley claims that, although the Securities and Exchange Commission (SEC) barred an adviser from trading over-the-counter securities in the 1980s, Morgan Stanley's predecessor...