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Latest News

INVESTING

Putnam Officials Optimistic about U.S. Economy

January 27, 2012 -- At a recent Putnam Investments media briefing, company officials said they predict the U.S. economy could surprise on the upside in 2012.

DEALS/PEOPLE

Cohen & Grigsby Appoints Director

January 27, 2012 -- Cohen & Grigsby, a business law firm, appointed Martha Jo (“Marty”) Wagner as a director in the firm’s ERISA and Employee Benefits and ERISA Litigation Groups. 

RESEARCH

Boomer Retirements Likely to Boost IRA Share of Retirement Market

January 27, 2012 -- Total asset levels in the U.S. retirement market grew 9.6% from 2009 to 2010, totaling $15.8 trillion as of end of year 2010.

DEALS/PEOPLE

FIA Opens Boston Office

January 27, 2012 -- Fiduciary Investment Advisors opened a Boston office at 112 Water St.

DEALS/PEOPLE

FRC Announces New Practice Leaders

January 27, 2012 -- Following the recent acquisition by Asset International, Financial Research Corporation (FRC) has a new focus on research priorities.

DEALS/PEOPLE

Great-West Hires Regional Sales Director for Nebraska

January 26, 2012 -- Great-West Retirement Services appointed Jay Killgore as regional sales director for Nebraska.  

COMPLIANCE

Court Dismisses Benefits Interference Claim Against Duke Energy

January 26, 2012 -- The 6th U.S. Circuit Court of Appeals dismissed a claim of benefits interference against Duke Energy Corporation.

COMPLIANCE

ERISA Claim Based on Wal-Mart Gender Discrimination Dismissed

January 26, 2012 -- A federal court dismissed a claim that Wal-Mart Stores breached its fiduciary duties in underpaying retirement plan contributions based on wages that were discriminatory against women.

DEALS/PEOPLE

Newport Group Appoints Regional Directors

January 26, 2012 -- The Newport Group appointed Monica Elvira and William Callaway as regional directors.

DEALS/PEOPLE

Great-West Appoints AVP, Marketing Strategy

January 26, 2012 -- Great-West Life & Annuity Insurance Company appointed Sid Kotwal as assistant vice president, marketing strategy. 

DIVERSIONS

Mind the Company You Keep

January 26, 2012 -- Research shows that small-group settings can alter some people’s expression of IQ, especially women.  

RESEARCH

Financial Stress Impacting Retirement Savings

January 25, 2012 -- U.S. workers’ financial worries are impacting their work performance and retirement savings plans. 

PRODUCTS

Broadridge Provides Fee Disclosure Overview to Plan Sponsors

January 25, 2012 -- A report from Broadridge Financial Solutions provides insights designed to help firms successfully navigate the new fee disclosure regulation being implemented by the Department of Labor.

RESEARCH

Retirement Plan Participants Want Simple Guidance

January 25, 2012 -- Retirement plan participants are in need of direct, simple guidance to help them reach their retirement goals, according to State Street Global Advisors’ (SSgA) Defined Contribution (DC) Investor survey.

PRODUCTS

CPI Rebrands Website

January 25, 2012 -- CPI Qualified Plan Consultants released its rebranded website at cpiqpc.com. 

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