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Eaton Vance Corp. has unveiled its Supplemental Retirement Account (SRA), a Web-based program for systematic retirement savings outside of a qualified plan.

A Washington Employee Retirement Income Security Act (ERISA) group and the largest banking trade association in the nation asked the Department of Labor (DoL) to clarify and tailor...

M Financial Group has announced that Carlson Capital Management has become a Provisional Member Firm.

Connecting with baby boomers while they are still in their working years is critical to establishing relationships for advisers, according to the third annual Lincoln Long Life Survey...

Last week, the Internal Revenue Service (IRS) unveiled the maximum benefit and contribution limits on qualified retirement plans for 2007, and, for most of the limitations, the increase...

A recent poll of 507 small business (companies with 50 employees or fewer, including one-person, owner-operated businesses) owners or CEO’s/Presidents commissioned by ShareBuilder 401(k) found that many small...

A new report claims that many US households will decide to consolidate their assets with a single adviser in order to better address the challenges they face in...

The Vanguard Group has announced it has filed a registration statement with the Securities and Exchange Commission to include the Vanguard Structured Large-Cap Value Fund in its offering...

Barclays Global Investors has tapped Noel Archard has head of Product Development for the US iShares Business.

Under pressure, AIG VALIC has agreed to disclose its revenue-sharing agreements for a new 457 retirement plan offered to Los Angeles Unified School District (LAUSD) employees.

A federal judge has rebuffed the latest effort by FleetBoston Financial Corp. to derail a lawsuit charging that its cash balance plan discriminates against older workers.

The US District Court for the Western District of Kentucky ruled that, even though the surviving spouse of a retirement plan participant waived her rights to benefits in...

The gap between mutual fund ownership outside of retirement plans and inside of retirement plans narrowed in 2006, a recent survey by the Investment Company Institute (ICI) revealed.

Women ages 21 to 64 have a slight edge when it comes to saving for retirement in an employer plan, according to a new study.

If you're interested in building out your business to affluent women, consider yourself forewarned.

Anchored by the Dow Jones Wilshire Global Total Market Index, the new index family seeks to measure all stocks with readily available prices in the world's markets, according...

Barclays Global Investors has tapped Noel Archard has head of Product Development for the U.S. iShares Business.

A new Putnam Investments analysis of the Department of Labor (DoL)-approved default option list suggests plan sponsors could be doing participants a disservice by concentrating too heavily on...

The Hartford Financial Services Group, Inc. has announced a settlement with the Securities and Exchange Commission (SEC) related to its use of directed brokerage and revenue sharing in...

The National Association of Securities Dealers (NASD) has fined Chase Investment Services Corporation of Chicago and MetLife Securities, Inc. of New York $500,000 each for failing to establish...