Tag: Practice Mgmt

Traditionally, each generation is typically wealthier than the previous one at any given age.

The relative attractiveness of annuitizing pension liabilities was virtually unchanged in February.

Another lawsuit has been filed against Fidelity Investments regarding its use of float income.

The Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank) requires that swap transactions go through a clearing process.

Stock and bond mutual funds are on track to set an all-time quarterly flows record, nearing $200 billion, in the first quarter of 2013.

Many Americans misunderstand how Social Security works, a survey found.

The American Taxpayer Relief Act of 2012, otherwise known as the “fiscal cliff” tax legislation, had no direct impact on the tax treatment of nonqualified deferred compensation (NQDC)...

Address market challenges, embrace innovation and take the lead in improving retirement policy, said Robert L. Reynolds, president and chief executive of Putnam Investments.

Institutional market influence was most prominent within the equity exchange-traded fund (ETF) space in 2012, according to Strategic Insight, an Asset International company.

Beyond the general education about how to much to save and how to invest, retirement plan participants have issues at different life stages that need to be addressed.

When it comes to retirement planning communication, plan sponsors must remember to lend a helping hand to disengaged and engaged employees alike.

Socially responsible investing (SRI) has not yet hit the mainstream, but perhaps that is because of the myths about SRI that still exist.

Two-thirds of defined contribution (DC) plan providers have launched mobile initiatives focused on plan participants, with more companies planning them, LIMRA found.

There was no decline in retirement preparedness among employees in 2012 despite a decline in overall financial wellness, according to data from Financial Finesse.

Goldman Sachs Asset Management (GSAM) launched the Goldman Sachs World Bond Fund (Class A Share: GWRAX). 

 Total 529 savings plan assets reached an estimated $168.5 billion in the last quarter of 2012.   

For the third edition of the Guide to Retirement, a couple of key themes were top of mind, Katherine Roy, chief retirement strategist at J.P. Morgan Asset Management,...

Nearly half of women (48%) do not have any retirement strategy at all, according to a study from the Transamerica Center for Retirement Studies.

January mutual fund flows of $86.6 billion were record-breaking, and exchange-traded fund (ETF) assets reached a new high of $1.4 trillion at the end of the month.

Part of what may be fueling women’s lack of retirement confidence is a lifelong concern about taking care of...