Search results for: a

When communicating with retiring employees to review their retirement benefits, half of plan sponsors surveyed use a one-on-one meeting with a financial professional.

The Treasury Department and Internal Revenue Service (IRS) have issued proposed regulations providing guidance on changes made by the Pension Protection Act of 2006 (PPA) regarding the use...

Charles Schwab has announced the hiring of Tony Cox, a new senior executive to help lead the Schwab Corporate&Retirement Services division.

MassMutual's Retirement Services Division will introduce a Fiduciary Warranty, available in the fourth quarter of 2007, to qualifying plans that include investment options available through MassMutual's Smart Architecture...

A month after suffering a $2.7-billion outflow, mutual funds ducked back into solid positive territory in July with $26.7 billion in inflows, according to data from the Financial...

An Overland Park, Kansas company is offering an online advice product for retirement plans.

While Labor Day has been celebrated as a national holiday for more than 100 years, it wasn’t easy.

Most (67%) female business owners choose financial products and services based on their relationship and experience with a lender.

Marketocracy Data Services, LLC has announced it will offer an mFOLIO based on Randolph McDuff's RMG1 Value Oriented Growth model fund for registered investment advisors (RIAs).

Sixty-one percent of financial advisers responding to Schwab Institutional's most recent Independent Advisor Outlook Study said having sufficient retirement savings to maintain their desired lifestyle is a constant...

Return-expectations and savings sufficiency can be more efficient benchmarks for target-date funds than are those used currently, according to a new paper from Vanguard Investment Counseling and Research.

Here we go - - - again.

Here we go - - - again.

A U.S. Bankruptcy Court judge in Ohio has ruled that a 401(k) participant can't deduct $269 in monthly repayments for three plan loans from his monthly income to...

The Securities and Exchange Commission (SEC) has approved two more settlements involving improper mutual fund trading with two former California hedge fund managers.

Automated rollover provider Wealth Management Systems Inc. (WMSI) has appointed John Geli as Chief Executive Officer (CEO).

The Vanguard Group has announced a proposal with Charles Schwab Investment Management to reorganize the Laudus Rosenberg U.S. Large/Mid Capitalization Long/Short Equity Fund into a new Vanguard offering.

Standard&Poor’s has launched two indexes providing investors with exposure to the top stock picks of Standard&Poor’s Equity Research analysts in Europe and the United States.

Two-thirds (67%) of individuals who rolled a balance over to a personal IRA did so using a professional adviser, says a new report from Spectrem Group.

They have never rolled down a car window, never known a time when the Berlin Wall stood, and never seen anyone but Jay Leno host the Tonight Show.