Participants tend to stay in-plan for a time after retirement, research shows, and may need help deciding how to preserve and maximize their account balance.
Fidelis Fiduciary Management launched an independent investment management program for financial advisers who cannot or choose not to serve as fiduciaries for their 401(k) clients.
Putting a tilt on his 2013 forecast, Bob Doll of Nuveen Asset Management predicts a grind-higher economy and a muddle-through stock market for the year ahead.
Bill Glavin, CEO of OppenheimerFunds, will be replaced by Arthur Steinmetz, the investment firm’s current chief investment officer (CIO), on July 1, 2014.
Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added three sales directors to its intermediary retirement plan sales force.
The boards of directors of Ameritas Life Insurance Corp. and The Union Central Life Insurance Company approved a merger of the two affiliated insurance companies.
When it comes to determining a sustainable drawdown rate, everyone is searching for the right answer, says Gregg Fisher of Gerstein Fisher, an investment management firm.