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Dave Liebrock, formerly executive vice president, retirement, at Fidelity Investments Institutional Services, Co., has left the firm to become a financial adviser with CAPTRUST Financial Advisors.

Advisers that work with cash balance plans now have access to an asset allocation solution developed specifically for those programs.

Just after Christmas my family flew to Chicago for a surprise – my mother-in-law’s 85th birthday.

Marsh&McLennan Cos.' Insurance brokerage unit Marsh announced changes to its global organizational structure as well as several senior management appointments.

Plan sponsors are confronted with a bewildering array of target-date funds - but lack a generally accepted benchmark for the popular product category.

In an effort to enact Pension Protection Act (PPA)-mandated changes, the Internal Revenue Service (IRS) has put out a proposed regulation generally barring restrictions on publicly-traded employer stock...

Chicago-based Hub International Limited, an insurance brokerage, announced Hub International of California Insurance Services, Inc. has acquired employee benefits consultant JRN Benefits.

A majority of employers have no intention of terminating their non-qualified executive retirement plans due to final Internal Revenue Code rules governing these arrangements, according to a survey...

Financial services firms rank the ability to acquire and retain clients as their number one business challenge in 2008, according to a survey by Cerulli Associates.

Jackson National Life Insurance Company has added two new portfolios to the existing lineup of mutual funds available to advisers through Jackson National Life Distributors LLC.

The Department of Labor’s Employee Benefit Security Administration (EBSA) has issued an advisory opinion about plan fiduciaries using plan assets to further policy or political issues through proxy...

Facing at least three lawsuits over its handling of investments in mortgage-backed securities, State Street Corp. on Thursday announced a new head of its investment unit and establishment...

President Bush signed legislation on Monday that makes it easier for mutual funds and private pension funds to sell their investments in companies doing business with Sudan.

A significant majority of financial advisers are confident in the country’s economic prospects, according to the latest Brinker Barometer from Brinker Capital.

Assets of all exchange-traded funds (ETFs) fell in November by $16.05 billion, or 2.7%, to $572.12 billion, according to data from the Investment Company Institute (ICI).

2007 proved to be a landmark year with many milestones reached in the worldwide use of mutual funds, according to observations from Strategic Insights.

Bradford P. Campbell, assistant secretary of labor for the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), on Monday announced that the agency achieved monetary results of...

SBAuer Funds has launched the Auer Growth Fund (AUERX), which looks for stocks poised to double in value within a year.

However you feel about taxes and the Internal Revenue Service, odds are you’ve at least been tempted to find ways to pay less than the IRS seems to...

The Internal Revenue Service has updated its regulations on the tax treatment of cash balance plans to include changes made by the Pension Protection Act (PPA).