News

Household stock ownership has decreased, as the tax benefits associated with owning stocks inside a pension plan increase, according to a study from the Stanford Graduate School of...

Proposed regulations for lifetime income options are under review at the Internal Revenue Service.

Investment returns were in the range of 12% in FY2010 – the second consecutive year of double-digit returns and a welcome offset to the 26% portfolio decline experienced...

Globally, year-to-date cash contributions to equity and mixed funds through April 2011 surpassed fixed income for the first time since the financial crisis.

Employee Benefit Solutions, a human capital consulting firm, has established Ascende Wealth Advisers (AWA), a wholly-owned subsidiary registered with the Securities and Exchange Commission.

The results of the 2010 and 2011 403(b) Plan Surveys from the Profit Sharing/401k Council of America (PSCA) reveal some interesting differences.

Financial Research Corporation (FRC) announced that Robert J. Jenkins has joined the firm as President.

Mercer Investment Consulting, Inc. has signed an agreement with Milliman, Inc., to acquire portions of its wholly-owned investment consulting subsidiary, Evaluation Associates LLC.

Jason Jeskey, a former practicing Employee Retirement Income Security Act (ERISA) attorney, has joined the Retirement Plan Advisory Group (RPAG) as a Senior Plan Consultant and ERISA Specialist. 

American Century Investments developed its Retirement Service Provider Overview (RSPO) Program to help plan providers and advisers working with plan sponsors collect and document information.

The SPARK Institute is accepting requests from the retirement plan community for possible changes to its lifetime income solutions data standards.

Fifty-five percent of Americans planning to retire in the next seven years are confident in their ability to generate a suitable retirement income, according to a recent Cogent...

The Mather Group, a group of retirement investment advisers (RIAs) led by Stewart Mather, has left Morgan Stanley and opened an independent office in Chicago.  

Those entering college desiring to give something back to the community, by majoring in Human Services and Community Organizations, might not be getting much back in their wallets.

The Buffalo Bills have stopped paying into the 401(k) plan for employees during the NFL lockout and potentially the rest of the year.

UBS Investment Bank has expanded its ETRACS Exchange-Traded Notes (ETNs) platform with the 2xLeveraged Long Wells Fargo Business Development Company Index.

TD Ameritrade Institutional now offers advisers a research-based software assessment tool that compiles a list of recommended customer relationship management (CRM) programs based on the needs of the adviser....

Many employees are hesitant to purchase an annuity, despite their desire for retirement income; however, some of these fears may be well-founded, Mercer says.  

Mutual of Omaha’s Retirement Plans Division will begin using Fiduciary Investment Reporting Manager (FiRM), which generates detailed investment comparisons for retirement products.

American United Life Insurance Company (AUL), a OneAmerica company, hired Chris Blair to be regional sales director for retirement services for Northern California and the Pacific Northwest.