Portfolio

The Stanton Group and LOMA have teamed up to conduct a new survey that tracks compensation of portfolio managers according to fund performance and size. Results are expected to be published in September and are intended to help fund companies pay portfolio managers on a more consistent basis.

When it was adopted by Congress, "catch-up" seemed like a surefire attraction for older workers.

Fear and loathing of lost wages and dramatically depressed stock prices have young investors losing sight of their retirement goals.

Fidelity Investments has appointed William C. Carey president of Fidelity Institutional Retirement Services Co., the nation's largest 401(k) plan provider.

Participation in 401(k)s has dropped to 73%, its lowest number since 1991.

Pax World Balanced Fund last week introduced a contribution program whereby investors can contribute dividends and capital gains for humanitarian aid to Iraqi citizens affected by the ongoing war.

Half full? In these dire times, we tend to think half empty, if not drained, when it comes to our retirement plans. Over the last three years, the downturn has eradicated at least $678 billion in U.S. retirees' savings, according to the University of Michigan.

SCOTTSDALE, Ariz. - Communication, education, strategic partnerships and outsourcing are the name of the game for the "401(k) sales champions" who took to the podium to share their expertise with attendees at the American Society of Pension Actuaries (ASPA) here.

Merrill Lynch will start a donor-advised fund in April that will link the New York brokerage firm with a national network of community foundations to boost its charitable-giving assets.

PlusFunds Group of New York has created a hedge fund for the co-called "mass affluent" that addresses the issue of transparency for investors by being based on the Standard & Poor's Hedge Fund Index.