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Concord Equity Group Advisors has announced the release of a Wealth Management platform enhancement that automates the task of allocating a client’s assets to a wide range of...

Teachers as a group have better savings habits and are more likely to work with financial advisers than the general population, according to a recent study.

Employees are concerned about the effect greater benefit costs will have on their retirement savings, a survey found.

John Hancock Retirement Services has added eight target date funds and a Retirement Portfolio to its roster of investment options for 401(k) plan participants.

State Street Global Advisors (SSgA), on Tuesday announced that it had launched two international exchange-traded funds (ETFs) on the American Stock Exchange.

The average employee needs to contribute an additional $11,400 to their retirement savings – or 21.2% of pay - annually to get back on track to having a...

Eaton Vance Corp. has unveiled its Supplemental Retirement Account (SRA), a Web-based program for systematic retirement savings outside of a qualified plan.

A Washington Employee Retirement Income Security Act (ERISA) group and the largest banking trade association in the nation asked the Department of Labor (DoL) to clarify and tailor...

M Financial Group has announced that Carlson Capital Management has become a Provisional Member Firm.

Connecting with baby boomers while they are still in their working years is critical to establishing relationships for advisers, according to the third annual Lincoln Long Life Survey...

Last week, the Internal Revenue Service (IRS) unveiled the maximum benefit and contribution limits on qualified retirement plans for 2007, and, for most of the limitations, the increase...

A recent poll of 507 small business (companies with 50 employees or fewer, including one-person, owner-operated businesses) owners or CEO’s/Presidents commissioned by ShareBuilder 401(k) found that many small...

A new report claims that many US households will decide to consolidate their assets with a single adviser in order to better address the challenges they face in...

The Vanguard Group has announced it has filed a registration statement with the Securities and Exchange Commission to include the Vanguard Structured Large-Cap Value Fund in its offering...

Barclays Global Investors has tapped Noel Archard has head of Product Development for the US iShares Business.

Under pressure, AIG VALIC has agreed to disclose its revenue-sharing agreements for a new 457 retirement plan offered to Los Angeles Unified School District (LAUSD) employees.

A federal judge has rebuffed the latest effort by FleetBoston Financial Corp. to derail a lawsuit charging that its cash balance plan discriminates against older workers.

The US District Court for the Western District of Kentucky ruled that, even though the surviving spouse of a retirement plan participant waived her rights to benefits in...

The gap between mutual fund ownership outside of retirement plans and inside of retirement plans narrowed in 2006, a recent survey by the Investment Company Institute (ICI) revealed.

Women ages 21 to 64 have a slight edge when it comes to saving for retirement in an employer plan, according to a new study.