News

More corporate and institutional clients are seeking investment consultants and financial advisers with expertise in liability-driven investing (LDI), says a report from Cerulli Associates. 

The Internal Revenue Service (IRS) is seeking comments about the definition of real property for real estate investment trust (REIT) investments.

The Internal Revenue Service (IRS) is providing penalty relief for certain late filers of Form 5500.

The use of exchange-traded funds (ETFs) by institutional investors is increasing, a study finds.

Plan sponsors need to understand key issues as they meet their fiduciary obligations in this changing world, Bob Collie of Russell Investments says.

Affluent investors surveyed by Legg Mason identified the decisions they made that have had a positive impact on their investment success.

Average investors are showing renewed confidence and have set aggressive investment targets, according to Natixis Global Asset Management, but outlooks for retirement remain depressed.

In an open letter to the Department of Labor (DOL), the RAC contends the regulator’s proposed methodology for assessing the impact of 408(b)(2) fee regulations is flawed.

Global asset management firm Schroders hired Marc Mayer to lead its institutional business initiatives in North America.

Compliance consulting firm Lexington Compliance launched a registered investment adviser (RIA) registration service to help clients establish and manage new independent financial services firms.

Financial planning technology provider OMYEN Corp. recently upgraded its Social Security Maximizer software and will provide free training on maximizing benefit payments from the federal program.

Timothy Davidson, a money manager in Florida, said in a potential class action suit that BlackRock Advisors charged disproportionately high investment advisory fees.

Peter Nadeau has joined Fiduciary Investment Advisors LLC (FIA) as an investment consultant within the firm’s defined contribution (DC) services team.

Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the fiduciary duty to understand how their service providers’ Web offerings match the competitions’.

Fee policy statements are in the early stages, but they can help plan sponsors manage fees and help an adviser show he’s ahead of the curve.

Aon Hewitt’s 401(k) Index shows April was another light trading month for defined contribution (DC) plan participants.

It remains a critical challenge for financial services firms to recruit and retain more women, according to a recent survey from the Insured Retirement Institute (IRI).

The funded status of the largest U.S. corporate defined benefit (DB) pension plans decreased in April, shows data from consulting and actuarial firm Milliman Inc.

Meredith Corp. is probably best known for its expansive media and entertainment enterprises, but one human resources (HR) staffer says it’s the company’s retirement plan that is truly...

The Internal Revenue Service (IRS) will hold a free phone forum this month about related employers.