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Wilmington Trust and BlackRock Institutional Trust Company are joining hands for a new suite of retirement funds.
March 26 -
Among the many provisions of the American Taxpayer Relief Act of 2012, Coverdell education savings account tax benefits were made permanent. Thus, ESAs have caught up with 529 plans, which were awarded permanent tax preferences in the Pension Protection Act of 2006. Does this mean ESAs can play a vital in clients education planning?
March 19 -
Two-thirds of active U.S. equity assets are managed by defined contribution investment only managers, says a new joint report from FUSE Research Network and BrightScope.
March 18 -
Neuberger Berman Group has announced it will begin offering a zero-sales-charge share class.
March 18 -
New may not always be better, but it is what the retirement industry needs right now.
March 14 -
So how do Americans really feel about retirement saving and investing?
March 13 -
Assets held in 529 college savings plans increased 16.7% last year as the largest state plans continued to attract the bulk of assets.
March 12 -
What's State Street Global Advisor's next big destination for expanding its retirement business?
March 6 -
Word to the wise sponsor when it comes to target-date funds: No, not any QDIA will do, and bigger companies aren't always better.
March 4 -
Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.
February 21 -
The Internal Revenue Service said Wednesday that it has observed problems with the filings for education tax credits that could be delaying processing of tax returns.
February 21 -
Russell is looking for a new director of defined contribution.
January 28 -
According to Joe Hurley, founder of Savingforcollege.com, by far the most frequently asked questions he receives from advisors concern the impact of 529 plans on financial aid.
January 17 -
Cerulli's latest Retirement Edition is out, this time with insight into the development of institutional investment vehicles, particularly collective trust funds (CTFs).
January 3 -
Prudential has picked up a new line-up of target-date funds for defined contribution plan participants.
January 2 -
This increase indicates that investors are successfully using 529 plans for their intended purpose of qualified higher education expenses, according to the Financial Research Corp.
January 1 -
Arden Asset Management has expanded its offerings of customized hedge fund solutions.
December 17 -
Expect reinforcements to Sentinel Investments' defined contribution team.
December 7 -
Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.
December 1 -
John Hancock Funds has had a solid 2012, but it's not about to let the good times stop rolling
November 30
