Tag: Topics List

 Transamerica Retirement Services launched an asset allocation service designed to make saving for retirement easier for participants in company-sponsored retirement plans.

Between 2005 and 2009, the rate of poverty among American seniors rose as they aged.

JPMorgan Chase did not breach its fiduciary duties to a pension plan by investing the plan's assets in Lehman Brothers notes through JPMC's securities lending program.

 Altegris announced Tuesday the launch of a share class designed exclusively for registered investment advisers (RIAs).  

Security Benefit Corporation has formed a partnership with fi360 for fiduciary education.

Conventional wisdom about how high-risk stocks perform compared with low-risk ones is completely wrong, a study found.  

Older Americans aren’t that literate when it comes to finance, which could have a negative impact on their ability to plan successfully for retirement.

  Savvy broker/dealers need to start understanding how to win the next generation of investors, an industry analyst said.   

Kerry W. Hemphill, principal of Creative Benefit Concepts, has affiliated with Signature Financial Partners LLC, a John Hancock Financial Network (JHFN) member.

A federal court decided neither a plan participant nor ConAgra Foods retirement plan and committee has met its summary judgment burden...

According to the 2011 Wells Fargo Retirement Plan Sponsor Survey, 50% of companies have not measured their employees’ retirement progress.

Along with a survey, Genworth Financial launched an advisers’ app with 2012 data on the costs of long-term care.  

State Street Global Advisors (SSgA) launched SSgA Upromise 529 Plan.

Aria Retirement Solutions, a provider to independent registered investment advisers, announced Tim Pfeifer joined its board of directors. 

Morgan Keegan and Co. Inc. agreed to pay $633,715.46 to 10 pension plans covered by the Employee Retirement Income Security Act (ERISA).  

A federal appellate court reversed its stance in a case alleging Ameriprise charged mutual fund investors excessive fees.

The number of administrative professionals with the word "secretary" in their job titles is on the rise.

In a recent analysis of its client base, New York Life Retirement Plan Services found that despite a low interest rate environment, principal preservation investment solutions remain a...

In support of National Retirement Planning Week, AXA Equitable compiled a suite of mobile retirement planning apps, tools and online resources.

Confidence and a positive outlook are important to the success of an individual's retirement plan.