Search results for: CIT

Advertising prohibitions can snare the unwary

Retirement plan relationships are evolving from a casual give-and-take toward something more formal

Advisers share their favorite providers

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

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.

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...

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...

The good news is that retirees appear to be quite content with their existing adviser relationships — all the more reason for advisers to establish those connections prior...

More than 13.6 million employees in small, micro-businesses lack an employer-sponsored 401(k) plan today, a Fidelity news release said — a result that may well be the result...