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A report from the Government Accountability Office (GAO) suggests that workers need to better prepare for the growing deficit from federal programs and the declining coverage of employer-provided...

This is the first in a series of eight columns, appearing the first Thursday of each month, by Matt Smith, managing director of retirement services with Russell Investment...

Overall participation in tax-favored retirement plans remained stable at 50% between 2000 and 2003, a participation rate slightly less than in 1997, according to a new report from...

Looks like Bill Gates will have to 'shop around.'

AXA Distributors is launching a new advertising campaign in an effort to help advisers who sell annuities spur interest in retirement savings among their clients.

WisdomTree Investments has created a business unit focused on delivering exchange traded funds (ETFs) to the 401(k) marketplace.

Prudential Financial, Inc.’s mutual fund family JennisonDryden has named Michael Rosenberg, formerly of Goldman Sachs, as its senior vice president to lead Prudential’s mutual fund expansion in the...

A new white paper released by Franklin Templeton Bank & Trust provides guidance to advisers about using directed trust services to retain management of assets of affluent baby...

Securian Financial Services has unveiled a managed account product that uses exchange-traded fund (ETF) index investments along with strategic and tactical asset allocations.

XShares Advisors LLC announced that two more of its HealthShares ETFs began trading Tuesday on the New York Stock Exchange (NYSE).

MassMutual Financial Group is expanding its presence in the retail retirement accumulation and retirement income market with the creation of MassMutual Retirement Income (MMRI), which integrates the firm’s...

When Fidelity announced this last week that it was dropping its pension plan, it drew my attention.

Although qualified annuity sales are increasing, most of them are coming from IRAs, not 401(k) distributions.

The Securities and Exchange Commission’s (SEC) rule exempting certain broker-dealers who offer investment planning advice from strict disclosure requirements was overturned Friday.

The New York Court of Appeals ruled that the notices employers must provide to the National Association of Securities Dealers (NASD) when they terminate an employee cannot be...

Over the past 12 months, assets of exchange-traded funds (ETFs) increased $110.99 billion (34.4%), according to the Investment Company Institute (ICI).

The Pension Protection Act (PPA) paves the way for more phased retirements, but firms must consider many issues in undertaking such policies, asserts a new Conference Board report.

The Advisory Group of San Francisco has launched a suite of services to help employers optimize their 401(k) plan and costs to determine whether fiduciaries and their participants...

The fund giant will instead offer a richer 401(k) match and an annual credit to a health savings plan.

The nation's oldest CEO celebrated a birthday this week.