Employee benefits

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.

Russell is looking for a new director of defined contribution.

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.

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

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.

Arden Asset Management has expanded its offerings of customized hedge fund solutions.

Expect reinforcements to Sentinel Investments' defined contribution team.

Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.

John Hancock Funds has had a solid 2012, but it's not about to let the good times stop rolling

While most companies seem hesitant to spend their cash, at least one company is eager to take advantage of sluggish market activity to grow.

Advisers targeting defined contribution plans have new research to rely on.

Almost seven in 10 mass-affluent couples (69%) discuss their finances at least a few times a month. That’s more than what many spend talking about other topics, such as the election, work, sex, and even their kids.

Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.

Participation in 529 college savings plans has leveled off after years of growth, according to a Fidelity survey. Perhaps not coincidentally, the study found that most advisors do not "proactively suggest the 529 plan" to parents with youngsters.

Defined contribution plan sponsors need to do a better job communicating key information to participants, according to a survey of plan participants.

On August 30, the Department of Labor's Employee Benefits Security Administration participant fee disclosure rule, dubbed ERISA 404(a)(5), will go into effect.

On August 10, 2012, Custom target-date strategies will hold 22% of 401(k) target-date assets by 2016, or $218 billion, according to research from Cerulli Associates. That will be a nearly four-fold increase from the 2011 asset level of $46.4 billion.

On August 10, 2012, Janus Capital Group has entered into a strategic alliance with the The Dai-ichi Life Insurance Company, in which Japan’s third largest life insurer will acquire up to 20% of Janus’s outstanding shares and invest at least $2 billion in Janus investment products

Legg Mason's 2012 Intergenerational Survey of College Finances points out a lack of advanced planning among affluent Americans for their children's college education.