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U.S. Senators may have overwhelmingly approved a bill that includes a provision limiting non-qualified deferred compensation programs (NQDC), but the NQDC provision may still be changed in a...

A new Hewitt Associates study of large US company retirement plans found that 43% offer, or are very likely to offer, third-party investment advisory services in the coming...

Lack of communication can be extremely damaging to an adviser-client relationship, and is a frequent reason clients leave their adviser, a new survey says.

Advisers who use performance as the sole, or significant, driver in investment selection might want to rethink their strategy because the latest study of fund performance over time...

A recent study by the Turnstone Advisory Group LLC in Marina del Rey, California has found that lifecycle funds are doing a good job for their investors but...

Looks like the pension crisis is finally over.

Advisers who currently target small businesses – or who work with individual participants at businesses of any size – could see a major shift over the next decade,...

In 2006, the average equity fund investor earned 16.4% and money market mutual fund yields rose to 5%, as diversification away from the U.S. and into International funds...

A recent study by Nationwide Financial segments savers by retirement values and offers tips on how to use this information to better reach clients.

If you’ve ever felt like the markets were making a monkey out of you – you might want to consider keeping an eye on the stock picks of...

U.S. and global stock markets should benefit from an economic soft landing in 2007 and are poised for further growth, according to financial analysts shared at a recent...

Fidelity Investments is testing a new feature under which older participants already contributing at or close to the maximum to their 401(k) plans can "automatically" catch up.

This past week, we passed the “anniversary″ of the commencement of bombing strikes in Operation Desert Storm (1991). Now, I was too old—and my kids too young—to have...

The U.S. Senate Finance Committee on Wednesday approved by voice vote a measure that could limit the earnings corporate executives can defer into non-qualified deferred compensation (NQDC) plans.

Newly released results of a study from Fidelity Investments indicate Individual Retirement Accounts (IRAs) are not generally being used as a primary retirement savings vehicle and many investors...

Advisers in the federal retirement marketplace now have a new tool to illustrate retirement savings shortfalls with “vivid clarity.”

Schwab Institutional is expanding its offering to help financial advisers leaving traditional financial companies to go it alone.

Barclays Global Investors (BGI) announced Thursday that eight new iShares fixed income exchange-traded funds (ETFs) began trading on the New York Stock Exchange.

Newkirk has added a feature to its SmartSingles retirement plan communication suite that calculates how much plan participants will need to defer to have sufficient income upon retirement.

Although ‘’our overall view is fairly constructive,’’ said Robert Doll, Vice Chairman and Chief Investment Officer of Global Equities at BlackRock, Inc., ‘’we think a soft landing is...