News

Tax changes from the fiscal cliff deal are prompting investors to ask questions about the drag higher rates could have on portfolio returns in 2013.

Pressure to support adult children and/or aging parents has some Baby Boomers struggling to afford their own retirement, a survey shows.

Retirement Plan Consultants (RPC) has implemented SunGard’s Relius Administration plan administration and recordkeeping solution.

The 7th Annual America Saves Week is February 25 through March 2.

Defined contribution (DC) plan participants’ daily transfer volume in January was far above recent trends, according to Aon Hewitt 401(k) Index.

Robert E. Lee has been named director of risk management and strategic analysis at Jeffrey Slocum & Associates Inc.

Many taxpayers will have to report some taxable income from amounts converted to a Roth IRA in 2010.

Peter Fisher, head of fixed income at BlackRock Inc., is moving to a new role in the company.  

Married individuals are more likely than singles to have retirement savings and are also more confident in their retirement outlook.

The ripest sales opportunities for advisers may be men and women, age 35 to 64, with incomes of $150,000 to $249,000, according to Nationwide Financial.

Fund managers have turned more optimistic about the prospects for equity returns while remaining negative on world growth and medium-term government bonds.

The youngest and oldest working-age adults are the most confident in their ability to retire and maintain current lifestyle, a survey found.

Jim Welsh has been appointed tactical strategist at Forward Management LLC in an expansion of the firm’s macro investing capabilities.

The Financial Industry Regulatory Authority (FINRA) fined five affiliates of ING $1.2 million for failing to retain or review millions of emails.

Praxis Fiduciary Advisors LLC in Carmel, Indiana, changed its name to ProCourse Fiduciary Advisors LLC.

National Financial Partners Corp. (NFP) hired Dan Schwamb to NFP Advisor Services Group as senior vice president of business development.  

CUNA Mutual Group hired Paul Chong as senior vice president of Retirement Plan Services.

Northwestern Mutual is hosting a webcast designed to shatter the top five retirement planning myths.

Genworth Financial Wealth Management Inc. published a book for financial advisers.

Mark Jones joined SunTrust Banks Inc. as director of sales and client service for its institutional 401(k) business.