Retirement planning

Investment analytics provider BrightScope today released its second annual rankings list of New York City area companies that have 401(k) plans with more than $100 million in assets.

The Retirement Plans Division of Mutual of Omaha is launching an online education system called SmartPlan Enterprise to provide risk tolerance and investment strategies to its participants.

Retirement executives at Fidelity Investments today have a few billion reasons to smile. That’s because the plan provider has renewed its contract with Raytheon Company, a technology and defense company, through 2017. The two companies have a 20-year relationship that began in 1992.

ING has released a new mobile application that allows ING retirement plan participants to access and manage their retirement plan account information in transit.

ING today released a new mobile application that allows ING retirement plan participants to access and manage their retirement plan account information in transit.

Great Bend, K.S.-based CPI Qualified Plan Consultants, a third-party admnistrator for retirement plans, has named 25-year veteran Jon Prescott as its president.

San Francisco, Calif-based Forward Management, LLC today unveiled its latest offering, the Forward Managed Futures Strategy Fund, a systematic, trend-following vehicle that will bet long and short exposure on liquid futures contracts in commodities, equities, bonds and currencies.

Nearly one out of four pension plan participants invest solely in target-date funds, according to new research released from The Vanguard Group—a six-fold increase over the past five years. Further, adoption of these funds among new plan participants is even higher, with 64% of employees entering plan for the first time with a single target-date fund.

Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services.

Nearly one out of four pension plan participants invest solely in target-date funds, according to new research released from The Vanguard Group—a six-fold increase over the past five years.

More than half of those surveyed have investable assets of less than $25,000.

Although defined contribution fund managers pay lip service to global investment opportunities, many DC plans actually have a “home bias” in their investments and are severely underweighted in their overseas exposure, according to a paper released by OppenheimerFunds, Inc.

The Vanguard Group, Inc. has doubled its sales force, to 220 staffers, serving financial advisors in an initiative to promote its exchange traded-fund products.

Although many defined contribution fund managers pay lip service to global investment opportunities, many DC plans actually have a “home bias” in their investments and are severely underweighted in their overseas exposure, according to a paper released by OppenheimerFunds, Inc.

Focusing only on group long-term care, carrier cites economic influences as basis for decision.

Even the best-laid retirement plan can come unraveled if clients and their advisors aren’t proactive about setting reasonable spending limits and sticking to them. Here’s an interactive slide show detailing nine ways advisors can keep their clients from overspending throughout their retirements.

Investors are much savvier about retirement planning than commonly thought, at least when it comes to target-date funds, according to a research note from investment management company Vanguard.

A senior Prudential executive is calling upon the government to promote the development of multiple employer plans, which allows many small employers to pool their resources together under a single defined contribution plan.

Here’s an interactive slide show detailing nine ways advisors can keep their clients from overspending throughout their retirements.

This week, IRA expert Ed Slott tackles questions about transferring 401(k)s to Roth IRAs and how investors can avoid early distribution penalties.