News

The economy is experiencing some familiar trends, but certain details should dictate different investing reactions.

A 412(e)(3) fully insured defined benefit (DB) plan might be the right solution for small-business clients with stable profits. 

The Internal Revenue Service (IRS) has been updating a number of documents and forms for defined benefit (DB) plans.

Jonathan S. Sokobin has been named chief economist and senior vice president of the Financial Industry Regulatory Authority (FINRA).

The Internal Revenue Service (IRS) has scheduled a phone forum about 403(b) corrections and examination trends.

LIMRA asked 2,000 Americans a series of basic financial and retirement questions—and one-third failed the test.

Service providers for defined contribution plans have increasingly taken on responsibility for the plans.

About half of retirees (49%) carry debt into retirement, says a survey conducted last month by Securian Financial Group.

An ICI research report on defined contribution (DC) participants’ activities found that the majority continued to save in their workplace retirement plans in 2012.

OppenheimerFunds Inc. (OFI) plans to unveil a new brand and visual identity.

Registered investment adviser (RIA) assets are expected to account for approximately one-quarter of industry asset marketshare by the end of 2014, according to Cerulli Associates.

The 7th U.S. Circuit Court of Appeals determined Marshall & Ilsley was entitled to a presumption of prudence for holding company stock in its retirement plan.

The New York City Pension Funds have filed a lawsuit against British Petroleum (BP).

Bond investors could be living in a bubble, as rising bond prices may be obscuring the truth of less-than-zero yields on...

A study from Northern Trust found that more institutional investors are considering allocation to alternative indexes for beta management.

Asset managers and consultants are transforming portfolio construction challenges into new mandates, according to Cerulli Associates. 

A survey of retirement plan advisers (called “consultants” in the study) said they must make changes if they want to increase sales and retain more business. 

If there’s a magic number that helps people feel optimistic about a successful retirement, it’s half a million, according to Maritz Research.

Many Gen Xers are on the right track to reach retirement, according to a study from the MetLife Mature Market Institute.

Bradley D. Belt has been named vice chairman of the Orchard Global Capital Group, effective May 1.