News

Current trends are leading to an emerging generation of longer-working individuals forced to become personal

If you administer a plan with over 100 participants, the deadline is approaching for providing those participants with one of the required documents, a Summary Annual Report (SAR).

In 44 B.C. a soothsayer advised Julius Caesar to "Beware the Ides of March." It's an admonition that can still apply to 401(k) plan administration today when it...

"Fiduciary" is a word that is generally used in the company of ominous terms like "responsibility" or "liability." But is it a word that describes your role, and...

Nearly four in 10 (38%) of the chief financial officers (CFO) in a recent survey said their firms expected to add 401(k) automatic enrollment programs as a result...

A survey conducted by Towers Perrin immediately following President Bush's signing of the Pension Protection Act (PPA) found more employers are likely to maintain their defined benefit pension...

A recent study, "Spending and Investing in Retirement" by LIMRA and the Society of Actuaries offers insight into how people determine they are ready to retire and how...

A new survey finds that retirees are most concerned about the impact of the investment markets and an unexpected medical issue on their post-career standard of living.

Most employers (80%) consider the company-sponsored defined contribution retirement plan to be the primary vehicle for their employees' retirement income, but almost half (43%) are concerned that their...

The National Association of Securities Dealers (NASD) handed down a $4.3 million award to a former Wachovia Securities broker who was fired in 2003 amid the firestorm of...

On September 26, US Department of Labor (DoL) officials released a proposed safe harbor rule covering retirement plan sponsors who have default investment options for employees entering plans...

ING Group has agreed to pay $33 million to settle lawsuits which allege it took fees in exchange for promoting particular funds in retirement plans and did not...

The US District Court for the Southern District of Ohio has approved an $11 million settlement for a class of former employees of Broadwing Inc., which sued the...

According to the IRS, one of the common retirement plan administration mistakes relates to plan loan failures and deemed distributions. Advisers can assist their clients in implementing administrative...

Some equity fund offerings were comparatively hot in August as investors added a net $4.8 billion to US-based stock mutual funds, up from $738 million the month before,...

Developed world equity markets gained 1.12% in September 2006, while emerging markets rose 0.38%, according to Standard & Poor's World by Numbers report.

The latest Standard & Poor's Indices Versus Active Funds Scorecard (SPIVA) results revealed the S&P 500 outperformed 80.3% of actively managed large-cap funds during the third quarter of...

401kDIRECT Network (401kDIRECT, 401kTechTeam, & Pension Retirement Online) has introduced a "TOTAL Solutions Package" that will be available to qualified plans via the Plan's 401k Professional, whether it...

Putnam Small Cap Value Equity Managed Account has been selected by Merrill Lynch's Global Private Client Investment Management & Guidance for inclusion in the financial services firm's separately...

Fidelity Investments has expanded its line-up of asset allocation funds available through financial advisors with the launch of Advisor classes of the Fidelity Asset Manager funds.