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Casey Quirk: New Battle Lines Form in Target-Date Arena
A new report predicts that rapid growth will restructure the asset allocation and packaging of target-date products and that target-date and target-risk retirement vehicles will attract 80% of...
AXA Launches Resources for Women
AXA Equitable Life Insurance Company recently launched a program to attract women consumers and financial professionals.
GAO Says Automatic IRA no Silver Bullet
Although recent proposals to boost retirement savings for workers without access to employer-sponsored plans could increase the portion of Americans saving for retirement, the programs are not without...
IMHO: “Myth” Information
Recently, Time magazine ran a story called “Why It's Time to Retire the 401(k).”
Select Department
Hidden Agenda?
Small-plan 401(k) lawsuit targets three providers over allegations of excessive fees and inadequate disclosure
Judge Consolidates Reserve Primary Fund Lawsuits
A federal judge on Wednesday combined 12 lawsuits over the failed Reserve Primary Fund, Reuters reported.
IMHO: “To Do” List
10 Things You’re (Probably) Doing Wrong—or Not Doing Right—as a Plan Fiduciary
Leveraged ETFs Might Go to Court
Leveraged exchange-traded-funds (ETFs) have caught the attention of regulators, and now law firms have noticed the products as well.
Judge Delays BofA's Settlement with SEC
A judge has put the brakes on Bank of America’s $33-million settlement with the Securities and Exchange Commission (SEC).
Has Target-Date Fund Opportunity Peaked?
Now that all the hype and barrage of new offerings in the market have died down, is there still opportunity in target-date funds for asset managers?
FINRA Nails Broker-Dealers for Sales to Elderly
The Financial Industry Regulatory Authority (FINRA) said it fined five bank broker/dealers a total of $1.65 million for deficient supervision and procedures related to variable annuity (VA), mutual...
Revzon Taps Brooks to Head RK Services
The Revzon Consulting Group added Michelle Brooks to its staff as the manager of Participant Recordkeeping Services.
Firm Launches Four New ETFs
Grail Advisors has announced the registration of four new actively-managed exchange-traded funds (ETFs).
IMHO: Clock Work?
In recent weeks, those favoring a government solution to the issue of retirement security/savings have championed the soundness of Social Security.
IMHO: Clock Work?
In recent weeks, those favoring a government solution to the issue of retirement security/savings have championed the soundness of Social Security.
Milberg Announces Puerto Rican Bank ERISA Probe
The Milberg law firm announced an investigation into possible violations of the Employee Retirement Income Security Act (ERISA) by Popular Inc. U.S.A., a San Juan, Puerto Rico-based financial...
Social Security Outlook Dims
An annual report by the Social Security and Medicare Board of Trustees indicates the financial downturn has worsened the long-range financial outlook of the system.
Payden/Wilshire Longevity Funds Cut Fees
Payden&Rygel has announced a reduction in expenses for the Payden/Wilshire Longevity Funds, its target-date fund series.
SEC Sues Reserve Over Breaking the Buck
Federal securities regulators on Tuesday charged the two top executives of the Reserve Management Co. money market fund with fraudulently keeping secret the true precarious financial situation of...