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The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will host a free Webcast about Form 5500 and electronic filing requirements on January 21 at 1 p.m.

Investment management firm Lord, Abbett & Co. LLC (Lord Abbett) said today that it will waive the annual custodial fee for every new Lord Abbett IRA opened between...

Scottrade now touts a larger selection of institutional class mutual funds for registered investment advisers (RIA) to choose from.

As many investors are still underweight equities, the logical thing to do is rebalance back toward equities, said David Kelly, managing director, chief market strategist for J.P. Morgan...

Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online. 

Before advisers or financial institutions, Millennials turn to their parents and friends for financial information.

The Hartford has released a new package of educational materials designed to help advisers teach clients about the finer points of fixed-income diversification.

Investment advisers who custody with Charles Schwab can now access a Web site boasting more intuitive tools to manage client accounts.

Next week PLANSPONSOR and PLANADVISER will open nominations for our Retirement Plan Adviser of the Year awards.

No matter how tight your—or your plan sponsor clients'—budget is, the Profit Sharing/401k Council of America (PSCA) has materials available that will...

In a joint hearing on target-date funds before the Department of Labor (DoL) and the Securities and Exchange Commission (SEC), witnesses were in favor of the use of...

The Securities and Exchange Commission (SEC) released the lineup of witnesses set to testify about target-date funds before SEC and Department of Labor (DoL) officials on Thursday.

State Street Global Advisors (SSgA) launched a financial literacy campaign designed to help financial advisers become a resource and educator for parents seeking to raise financially responsible children.

To help independent investment advisory firms maximize employee efficiency and productivity, Charles Schwab announced a series of performance management tools for advisers available through its Human Capital offering.

Securities America said a survey of its advisers showed they are proactive during these challenging times.

Plan fiduciaries looking for insights about their responsibilities can now get that information from the Labor Department without leaving their desks.

The majority of financial services companies (66%) don’t mention the financial crisis on their corporate Web site home pages.

The economic climate might make client retention more difficult—but there’s also opportunity for retirement plan advisers.

Advisers can help plan sponsors determine whether cutting the employer match contribution is necessary—and also help communicate changes to participants.

A representative of several business groups testified before a state legislative committee Tuesday to oppose a proposal for the state of Connecticut to sponsor a 401(k) plan for...