Lincoln Adds Fiduciary Services to LifeSpan Program
Lincoln Financial Group's Retirement Plan Services Business announced enhancements to its LifeSpan customized model asset allocation program.
Tag: Retirement Plan Industry
Employees' Retirement Confidence Continues to Erode
The hangover from the recession and slow economic growth continues to erode employees' retirement confidence and overall financial wellness, according to the 2012 Financial Wellness Survey by the...
U.S. Equity Funds End Inflows Streak in March
U.S. mutual fund investors cautiously put an estimated $13 billion in net inflows into stock and bond funds during March 2012.
Principal Preservation Still a Focus for Plan Participants
In a recent analysis of its client base, New York Life Retirement Plan Services found that despite a low interest rate environment, principal preservation investment solutions remain a...
ETF Assets Increase $14B in March
Exchange-traded fund (ETF) assets totaled $1.2 trillion as of March 31, 2012.
AXA Equitable Shares Mobile Tools
In support of National Retirement Planning Week, AXA Equitable compiled a suite of mobile retirement planning apps, tools and online resources.
Neuberger Berman Bulks Up Sales Team
The Advisor Solutions Group at Neuberger Berman LLC added 11 senior regional directors in 10 new regions as it looks to expand its mutual funds business among wirehouses...
Positive Outlook Key to Successful Retirement Planning
Confidence and a positive outlook are important to the success of an individual's retirement plan.
Prudential Addresses Steps to Improve Retirement Security
Prudential Financial produced a white paper to address Americans' challenges in achieving their retirement objectives.
Court Rules on Eligibility of Benefits for University Employees
A court found that University of Chicago employees were not eligible for retirement plan benefits based on their part-time status.
Merrill Lynch Appeals $10.2 Million FINRA Decision
After the Financial Industry Regulatory Authority (FINRA) ordered Merrill Lynch to pay $10.2 million in deferred compensation and punitive damages to two former brokers in Florida, the brokerage...
New York Life Launches Information for Sponsors, Advisers
New York Life Retirement Plan Services launched a new website for retirement plan sponsors and advisers.
DB Plans See $58M Improvement in March
The 100 largest defined benefit (DB) pension plans experienced a $58 million improvement in funding in March.
Retirement Portfolios Look Solid, Yet Investors Still Quaking
The majority of financial advisers say their clients’ retirement portfolios are nearly recovered, but “the psychological scars run deep,” according to a poll from the SEI Advisor Network.
Lincoln Financial Advisors Hires Managing Principal
Tom LaBrie was appointed a managing principal of Lincoln Financial Advisors Corp., part of Lincoln Financial Group.
Russell Touts Asset-Liability Model for Retirement Income
Methodology helps manage longevity risk, maintain liquidity and better predict income for retirees.
Transamerica Promotes Brown to VP
Transamerica Retirement Services promoted Chad Brown to division vice president for the company’s Southern region.
Wilshire Associates Appoints President
Wilshire Associates Incorporated appointed John C. Hindman president of the firm.
Alta Trust Funds Added to CPI Retirement Platform
CPI Qualified Plan Consultants, Inc. announced the Alta Trust Tactical Advantage collective investment trust funds have been added to...
Workers Skittish about Use of Technology for Finances
Workers are slow to embrace new technologies to help them manage their finances.