Retirement planning

Another Russell Investments executive has joined BMO Financial Group.

It's a big happy family for Hartford Mutual Funds, which announced today five new additions to its team.

Cerulli's latest Retirement Edition is out, this time with insight into the development of institutional investment vehicles, particularly collective trust funds (CTFs).

Prudential has added a new line-up of target-date funds for defined contribution plan participants.

Prudential has picked up a new line-up of target-date funds for defined contribution plan participants.

Pioneer Investments has launched Class K shares of its mutual funds for defined contribution plans that are precluded from investing in mutual fund shares with Rule 12b-1 fees or sub-transfer agency fees as part of the expense ratio.

Annuities are a form of insurance and insurance companies are good at pricing risk. Here's how to tell if they are right for your clients.

A new online tool launched by Bank of America's Merrill Edge program is designed to motivate investors to change their financial behavior.

What advisors can still do to protect business owners' assets even though last year is gone.

Small businesses may be facing a variety of regulatory changes after January 1.

Defined contribution plan sponsors were hit with a number of initiatives this year including fulfilling the Department of Labor’s fee requirements and weighing the pros and cons of retirement income products.

Eagle Asset Management today announced that it has completed the purchase of a 45% ownership stake in San Diego-based ClariVest Asset Management.

Target-date funds are slowly inching their way into 401(k) plan participants’ portfolios.

Target-date funds are slowly inching their way into 401(k) plan participants’ portfolios.

Americans held $5 trillion in all employer-based DC retirement plans on September 30, of which $3.5 trillion was held in 401(k) plans, according to data from the Investment Company Institute.

Americans held $5 trillion in all employer-based DC retirement plans on September 30, of which $3.5 trillion was held in 401(k) plans, according to data from the Investment Company Institute.

A looming presidential election and fiscal cliff were not enough to dissuade employees from taking positive savings actions in their 401(k)s, according to Bank of America Merrill Lynch’s latest quarterly numbers for its retirement and benefit plan services business.

“Go online or contact your Human Resources department now and request an increase in your salary deferral, beginning with your first paycheck in January,” advises Matthew Illian, a planner with Marotta Wealth Management in Charlottesville, Virginia. “The people there will appreciate the advance notice.”

the move from a defined benefit world to a defined contribution world “is unlikely to reduce retirement preparedness.”