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Congress suspended the required minimum distributions for IRA, 401(k) and other retirement plan investors age 70-1/2 last year, since people’s balances took such a hit the year before and many wanted to remain invested in hopes of a rebound. As the market has, indeed, rebounded nicely, Congress is likely to reinstate the RMDs this year, experts say.

While many workers in this time of economic instability and rampant layoffs are afraid to rock the boat by questioning their employers' decisions, recent lawsuits over high 401(k) fees have empowered some workers to ask their employers to offer lower-cost choices.

Tomorrow is the one-year birthday of the market low. How are we doing? Comments from JPMorgan Funds, BlackRock and more, plus the week’s reports.

A fund for retirees and near-retirees from JPMorgan, the J.P. Morgan Income Builder Fund, aims to deliver institutional-type risks by investing in collateralized mortgage obligations, real estate investment trusts, high-yield debt, convertible bonds and emerging markets equities.

Nearly 70% of defined contribution balances have returned to levels prior to the stock market slump of 2008 and 2009, according to a survey by Mercer, a provider of benefits administration outsourcing.

One advisor warned that keeping clients happy should top performance chasing.

He will improve critical communications between the firm and its advisor clients, according to observers.

The organization didn't announce a Lifetime Award Winner this year.

The deal would make the banking company the second largest asset servicing provider in Germany

Bona fide 401(k) investment advice could finally become standard practice in defined contribution plans, thanks to the Department of Labor's proposed rules limiting the actions of investment professionals who take commissions.

AXA Equitable uncovered a dismal outlook for the economy and retirement in "Retirement in America: A Survey of Concerns and Expectations," in which it polled both investors and economists and found a large percentage of both groups bearish on the economy and the stock and bond markets.

America has yet to witness the tremendous societal transformation retiring Boomers will have, as the oldest is a mere 64 and the youngest, 46. But we are beginning to see signs of the tsunami-sized impact this army of 77 million will have on the workplace, the economy, healthcare and even the arts and entertainment.

Citi Names Sawhney Global Head of Funds

Being owned by a bank has handcuffed many mutual fund units. Just don't tell that to JPMorgan Chase & Co.'s J.P. Morgan Funds.

$420B in Retirement Plan, Endowment Assets Expected to Change Hands in 2010

Advisors are slow to take advantage of their recurring-revenue opportunities.

Baltimore asset management titan T. Rowe Price reported its executives took compensation cuts in 2009, led by CEO James Kennedy, who had his compensation package slashed by 17%.

Investors showed uncanny calm, inertia or perhaps even malaise during the recession, with a scant 1% selling out of equity funds at the height of the market volatility in October 2008, Vanguard found.

Electronic trading in the equity markets has grown dramatically in recent years and is expected to continue growing, according to a new survey of institutional equity traders and technologists. RBC Capital Markets, Bradley Katsuyama, proprietary trading, electronic trading

Says Banks Will 'Skim the Cream’