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Pathfinder

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2012 PLANADVISER Top 100 Advisers

Here are PLANADVISER's 2012 Top 100 Advisers—drawn from the pool of nominations for PLANSPONSOR's Retirement Plan Adviser and Adviser Team of the Year MORE

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PSNC

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Latest News

PRODUCTS

Pulse Logic Unveils Plan Adviser Tool for Services and Fees

May 16, 2012 --  Pulse Logic introduced a benchmarking tool to help plan advisers assess the services they provide and what fees are appropriate.   

DIVERSIONS

More Consumers Curling Up with Tablets than E-Readers

May 16, 2012 --  E-book consumers are more often choosing tablets, while e-readers drop in popularity, according to a book industry group survey.   

INVESTING

Questioning the Traditional Portfolio, Advisers Turn to Alternatives

May 16, 2012 --  Volatility is still a concern for individual investors, but they are willing to take on more risk, say advisers surveyed by Natixis Global Asset Management.   

RESEARCH

Workers Changing Expectations of Retirement

May 16, 2012 -- American workers realize they are behind in saving for retirement and are adjusting their expectations accordingly.

DEALS/PEOPLE

Great-West Adds Midwest Sales Director to 401(k) Team

May 16, 2012 -- Great-West Retirement Services named Matthew Orozco regional sales director for the Midwest market.

INVESTING

Institutional Investors Find New Uses for ETFs

May 16, 2012 -- Institutional investors are finding increasingly strategic uses for exchange-traded funds (ETFs), according to a study from Greenwich Associates.

COMPLIANCE

DOL Hits Hutcheson with ERISA Violation

May 16, 2012 --  The Department of Labor filed a complaint against Matthew Hutcheson of Eagle, Idaho, an independent fiduciary and plan trustee, for a violation of the Employee Retirement Security Act.  

DEALS/PEOPLE

CPI Appoints Senior Manager for Internal Sales Department

May 15, 2012 --  CPI Qualified Plan Consultants Inc. named Peter Wesner as the senior manager for the internal sales department.   

DEALS/PEOPLE

Pensionmark Adds Location in San Luis Obispo

May 15, 2012 --  Melinda Thomas joined Pensionmark Retirement Group at the firm’s new office in San Luis Obispo, California.     

RESEARCH

Planning for a Succession? NFP Study Explores Maximizing Practice Value

May 15, 2012 --  NFP Advisor Services Group published a study that tells advisers how to maximize the value of their practice across various time horizons in advance of succession.   

RESEARCH

Positive Language Critical in Reaching Older Americans, Research Finds

May 15, 2012 --  The language advisers use is critical in reaching senior citizens to explain investment products, according to the research firm Hearts & Wallets.   

PRODUCTS

Principal Launches Resource to Evaluate Retirement Plan Fees

May 15, 2012 -- The Principal Financial Group created an online resource to help plan sponsors understand the new retirement plan disclosure regulations.  

INVESTING

Cohen & Steers: DC Plans Need Real Assets

May 15, 2012 -- Cohen & Steers released a white paper that discusses the merits of real assets—commodities, real estate and natural resources—in a defined contribution (DC) portfolio.

PRODUCTS

LPL Unveils Rollover Program

May 15, 2012 --  LPL Financial launched the Rollover Results Program, a platform for retirement plan advisers, plan sponsors and plan participants.   

DEALS/PEOPLE

Putnam Appoints New External Wholesalers

May 15, 2012 --  Putnam Investments named eight additions to its retail distribution team, including the promotion of existing staffers.   

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Bright Ideas

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