News

Displaced workers have suffered setbacks in their retirement savings, a survey shows. 

 National Advisors Trust will provide trust and trustee services to clients of Mercer Advisors, a wealth management firm and registered investment adviser (RIA).   

 Michael Choi and Lenora Jenkins have been hired by Sitzmann Lavis White LLC. 

Global asset manager Russell Investments appointed Jeff Hussey as global chief investment officer (CIO).

The funded status of the typical U.S. corporate pension plan in July increased 1.6 percentage points to 88.2%.

A federal appeals court affirmed the dismissal of a lawsuit against Fidelity Management Trust Company regarding excessive fees.

An insurance brokerage firm must repay more than $270,000 to the participants and beneficiaries of a Florida-based retirement plan.

Thomas Gleason, James Morris and Christine Wilhelm joined Guardian Retirement Solutions as regional vice presidents of retirement plan sales.

Pentegra Retirement Services introduced new features to its “Building Blocks for Retirement” campaign.

An analysis from New York Life found the average contribution rate for participants who have taken loans from their 401(k) plans is 5.63%, compared with 7.23% for participants...

Funding levels of pension plans sponsored by S&P 1500 companies continued a strong rebound in 2013.

Retirement Plan Prospector is a Web-based prospecting and research tool from Judy Diamond Associates for the defined contribution and defined benefits markets.

An integrated portfolio management and research tool, the Portfolio Management Center (PMC), is powered by FolioDynamix and incorporates proprietary research from Raymond James Financial Inc.

Do you track your time?  Like good economists, we can argue this question from both sides of our mouths.  Where do you stand?

More than $150,000 must be restored to the profit-sharing plan of a now-defunct Illinois company, said the U.S. Department of Labor...

A recent analysis found that July signaled a positive trend so far in 2013 for sponsors of pension plans.

A recent report reveals the amount pensions of S&P 500 companies were underfunded in 2012 reached a record.

Where there’s pain, there’s opportunity. And there are few parts of the retirement world experiencing as much pain right now as the $2.6 trillion (per Investment Company Institute...

Some practices can trip up plan providers and make them susceptible to Department of Labor (DOL) investigations, but there is some negotiating that can be done.

Physicians responding to a survey reported gaps in personal financial knowledge.