News

Matrix Financial Solutions is expanding its core mutual fund trading platform, offering advanced plan proposal and management features for financial advisers.

Retirement planning was by far the most popular financial topic among employees in 2011, according to an analysis by Financial Finesse.

State Street Corporation appointed Dick Taggart to senior vice president and head of Middle Office Outsourcing Operations across North America for the company’s Investment Manager Services business. 

The aggregate deficit in pension plans sponsored by S&P 1500 companies was $410 billion on February 29, 2012.

The typical U.S. corporate pension plan’s funded status rose 2.1% in February. 

It is a good time for retirement plan sponsors to take stock of the long-term benefits of retirement programs, and get that message out to participants.

Drinker Biddle & Reath, LLP formed a team to aid the industry in navigating the legal and regulatory maze associated with creating sustainable income solutions.


Informa Investment Solutions (Informa) launched RetireIQ.  

The Principal Financial Group Inc. announced a definitive agreement to purchase a 60% indirect ownership of Claritas Administração de Recursos Ltda. / Claritas Investments, Ltd. (Claritas).

Gallagher Benefit Services Inc. rebranded its institutional investment advisory practice as Gallagher Fiduciary Advisors, LLC (GFA).

Securian Retirement introduced a Client Servicing Calendar for financial advisers looking for opportunities to prove their value to retirement plan sponsor clients.

Even though you might think you’re amazing at texting and driving (while eating your lunch), research shows that most people can only successfully focus on one task at...

Plan sponsors of the largest U.S. defined benefit (DB) pension plans are deepening their risk-management focus on plan liabilities.  

Liabilities still outpaced the growth in assets for the 16 publicly listed U.S. corporations with pension liabilities of more than $20 billion, according to an analysis conducted by...

Mary Francisco joined Pensionmark Retirement Group in its Santa Barbara, California corporate office.

Goldman Sachs Asset Management, L.P. (GSAM) launched the Goldman Sachs Managed Futures Strategy Fund. 

Nationwide Financial Services Inc. launched Investment Solutions Builder, a web-based investment tool that allows Registered Investment Advisers (RIAs) to build and manage retirement plan fund lineups and asset...

Ary Rosenbaum, a New York-based Employee Retirement Income Security Act (ERISA) attorney, is introducing a new 401(k) plan for small- to mid-sized employers.

J.P. Morgan Asset Management completed a reorganization of its Retirement Plan Services sales force to be fully aligned with retirement plan advisers. 

 Americans are cutting simple costs to help save more for retirement.