Advisor Sales Strategies

Mutual fund investors retreated from stocks in September as the market continued to decline, capping the biggest quarterly withdrawal from stock funds since the financial crisis in late 2008.

After growing sharply throughout the 1990s, participation rates in 401(k)s leveled off during the next decade, especially during the period between 2005 and 2009, according to trend analysis from the Employee Benefit Research Institute.

Swaps are an important tool of ERISA pension plans and any disruption to the way they are currently exercised would have a negative effect on those plans, the companies sponsoring the plans and plan participants, according to Bella Sanevich, general counsel of NISA Investment Advisors, L.L.C. who testified on behalf...

Public pension assets declined more than $726 billion for state and local public employee retirement systems in 2009, according to a new report by the U.S. Census Bureau.

Plan Sponsors need to make sure they dont fall for the fee trap when DOL-require plan disclosure of all service provider fees begins next April.

An independent study by the Society of Actuaries suggests how companies can meet the challenge of increasing pension funding requirements while still preserving pensions.