Alternative investment managers Bridgewater Associates and AQR Capital Management are turning their attention to the defined contribution plan market with tweaks to their strategies.
If there is a silver lining to the financial crisis, it may be that Americans are finally waking up to the notion that they need to save more for retirement.
Proposal to extend holding period would dramatically diminish usefulness of grantor trusts to clients
Asset managers that provide investments and nothing else may feel pricing pressure from index funds, plans sponsors
DOL asking industry groups for a bevy of info on IRAs; data to be used in cost-benefit analysis
As the Labor Department and lobbyists wrangle over who can provide advice to retirement plan participants, the marketplace has come up with an increasingly popular solution that satisfies current and potential requirements.
Ten years later, Bernard M. Kiely still works with three of the 9/11 widows he met after volunteering his services through the New Jersey Society of Certified Public Accountants
Flights to Indianapolis for the Super Bowl are pricey and admission is exorbitant, but the real shocker is what lodging is going for: The $1,333 motel room
Best vendors offer rewards that are automatically deposited into investment accounts, expert says
James Cassella, mayor of East Rutherford, N.J., the town where New York Giants play their home games, wants the team to beat the San Francisco 49ers Sunday, but lose a fight against paying property taxes on their headquarters and training center.
States join federal government in looking to affluent to help trim budget shortfalls
The presidential campaign has failed to offer definitive answers about tax reform, but you can see where it's headed
Clients' homes were worth less again this year. The good news? The decline was the smallest in four years | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111027&Category=FREE&ArtNo=102709999&Ref=PH>The lousiest housing markets in America &raquo;</a> <a href=<a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111025&Category=FREE&ArtNo=102509999&Ref=PH>The best-performing housing markets &raquo;</a>
In an unusual private-letter ruling, the Internal Revenue Service recently allowed a 13-year-old beneficiary of her father's company plan assets largely to undo a previously taxed lump-sum distribution and transfer the distributed plan funds to an inherited IRA for the child's benefit.
House Republicans send a letter to the Labor Department urging caution in expanding the fiduciary duty to IRA and 401(k) advisers. A battle is in the offing.
When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.
