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The Internal Revenue Service (IRS) recently cleared up some confusion about its relief of the written plan document requirement for 403(b) plans.

Plan sponsors will get a walk-through of the 2009 Form 5500 reports and a new electronic filing Web site from a scheduled February 19 Webinar from the Department...

SPDR University, State Street's educational resource for investment professionals, introduced an on-demand Webcast to help financial advisers retain client relationships during uncertain times.

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, launched Advisor in Transition, a practice management program.

Just telling participants to “stay the course″ might not be enough.

While participants (and their plan sponsors and advisers) nervously contemplated the impact of the market tumult on their retirement savings, Congress held a hearing on the subject.

Mercer enhanced its current participant education offering by partnering with independent financial services expert Robert Powell.

Morningstar entered into an agreement to acquire Financial Computer Support, Inc. (FCSI), the company said.

During a Webcast yesterday, Lincoln executives outlined the details of their 403(b) offering.

SOLUTIONS 2008, Schwab Institutional’s annual regional workshop series about technology best practices for advisers, kicks off today in Boston.

MassMutual's Retirement Services Division is offering a free WebEx session exclusively for retirement plan advisers to discuss 'Opportunities in the Nonprofit Market.'

State Street Global Advisors (SSgA) launched SPDR University, a Web site offering proprietary research and educational materials about exchange-traded products (ETPs), markets, portfolio strategies, and practice management for...

Last week, the Connecticut legislature didn’t get around to voting on a bill that would have effectively set up a state-sponsored 401(k) plan for small businesses.

Last week, the Connecticut legislature didn’t get around to voting on a bill that would have effectively set up a state-sponsored 401(k) plan for small businesses.

If you’re confused about the 5500 reporting requirements, the Department of Labor is ready to offer you some free help.

John Hancock Retirement Plan Services (RPS) unveiled a Web-facilitated training program for its 401(k) third party administrators (TPAs) called Forum Coach.