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Schwab Institutional on Monday announced a new relationship with national human resources outsourcing company TriNet to provide health care and benefit services for independent investment advisers and their...

AIM Investments has rolled out an educational module for financial advisers to help them navigate clients through various scenarios involving Social Security’s role in retirement planning.

Even when all other significant demographic factors were held constant - things such as age, income, gender, and education – Whites were nearly twice as likely as African-Americans...

We spend a fair amount of time worrying about the relatively small percentage of workers who choose not to participate—at all, fully, or effectively—in their workplace savings plan.

In the midst of a growing concern about the vulnerability of senior citizens, the Financial Industry Regulatory Authority (FINRA) has announced the availability of a free, instructional webcast...

There are disparities between retirement income for women and men and women generally have less retirement income than men, largely because of women's lower labor force attachment and...

The Government Accountability Office (GAO) has issued a report detailing the impact of specific changes to Social Security and retirement benefit laws could have in helping to narrow...

The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued new guidance of the timing of participant benefit statements for plans in which participants cannot direct their...

As of September 28, 2007, 560 exchange-traded funds (ETFs) in the U.S., managed by 17 ETF managers, had assets totaling approximately $554 billion, according to State Street’s ETF...

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) has released an interactive calculator to help employers and plan administrators who faltered on annual reporting requirements accurately...

MassMutual Financial Group announced that Stephen Deschenes has been hired as senior vice president and chief marketing officer (CMO) for MassMutual’s Retirement Income Group.

Investment management firm Lord, Abbett&Co. LLC has introduced three new mutual fund share classes and renamed another to better serve the institutional and adviser marketplaces.

We frequently tell investors that the past is not a reliable portent of future performance – but it does have a bearing on how we worry.

The Keller Rohrback L.L.P. law firm has is investigating State Street Global Advisors (SSgA) and State Street Bank&Trust Company for potential violations of the Employee Retirement Income Security...

Advanced copies of the 2007 Form 5500 Annual Return/Report of Employee Benefit Plans and related instructions were released Wednesday by the U.S. Department of Labor (DoL), the Internal...

The Treasury Department and the Internal Revenue Service (IRS) on Tuesday issued a notice providing guidance on the corporate bond yield curve and associated segment rates to be...

The Principal has added a new resource to its fiduciary package that advisers and third party administrators (TPAs) can use with plan sponsor clients to effectively manage fiduciary...

The Phoenix Companies, Inc., and Jefferson National Life Insurance Company have formed a strategic alliance to target the rapidly growing segment of fee-based advisers in wirehouses, regional broker-dealers,...

On Tuesday, Senator Hillary Rodham Clinton (D-New York) proposed legislation that would ensure a dollar-for-dollar government match on the first $1,000 in employee 401(k) contributions and would offer...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) on Tuesday unwrapped a new Web site designed to help employers better comply with federal employee benefit laws...