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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

Latest News

COMPLIANCE

Industry Players Mostly Pleased with Final Rule on 408(b)(2)

Feb 03, 2012 -- Members of the retirement plan community were mostly positive about the final rule on 408(b)(2) fee disclosure regulations.

DEALS/PEOPLE

Segal Advisors Acquires Rogerscasey

Feb 03, 2012 -- Segal Advisors acquired the business of Rogerscasey. 

DEALS/PEOPLE

P-Solve Acquires Cassidy Retirement Group

Feb 03, 2012 -- P-Solve completed the merger of its U.S. subsidiary with Cassidy Retirement Group (CRG).

PRODUCTS

EPIC Advisors Selects Platform to Provide 408(b)(2) Compliance

Feb 03, 2012 -- EPIC Advisors Inc. (EPIC) chose Castle Rock Innovations’ (CRI) AXIS Retirement platform to provide compliance with the Department of Labor’s 408(b)(2) fee disclosure requirements.  

DEALS/PEOPLE

Retirement Plan Advisors Names VP

Feb 02, 2012 -- Retirement Plan Advisors (RPA) appointed Vernon Kempker as vice president of finance and operations in its Jefferson City, Missouri office. 

PRODUCTS

Prudential Adds Two Funds to Guaranteed Lifetime Income Component

Feb 02, 2012 -- Prudential Retirement is offering J.P. Morgan SmartRetirement Target-Date Strategies and Fidelity VIP (Variable Insurance Product) Freedom Funds in its lineup of target-date funds with a guaranteed lifetime income component.  

COMPLIANCE

U.S. Treasury Proposal to Reduce Regulatory Burdens for Retirees

Feb 02, 2012 -- The U.S. Treasury Department announced a proposal to reduce regulatory burdens and make it easier for retirees to choose to receive their benefits as a stream of income in regular payments for as long as they live.

COMPLIANCE

DoL Issues Final Rule on 401(k) Fee Disclosure

Feb 02, 2012 -- The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration (EBSA) issued a final rule on 408(b)(2) fee disclosure Thursday.

PRODUCTS

Lincoln Financial Provides Predictions on Retirement Industry

Feb 02, 2012 --  Fee disclosure regulations, in-plan guarantees, target-date strategies and retirement planning optimism will significantly impact the retirement plans industry in 2012, predicts Chuck Cornelio, president of Lincoln’s Retirement Plan Services. 

DIVERSIONS

American Workers Have a Pricey Coffee Habit

Feb 02, 2012 -- American workers spend a lot of money on somewhat average daily expenses like coffee and lunch, according to a Workonomix survey by Accounting Principals.

RESEARCH

BofA Merrill Lynch 2011 Retirement Savings Actions on Par with 2010

Feb 01, 2012 -- Nearly 1.5 million participants within Bank of America Merrill Lynch’s proprietary 401(k) business are actively contributing to their 401(k) plans.

PRODUCTS

TD Ameritrade Expands Programs

Feb 01, 2012 -- Independent registered investment advisers (RIAs) have access to a series of new technology assessment tools, educational content and coaching programs from TD Ameritrade Institutional.

DEALS/PEOPLE

U.S. Bank Acquires Trust and Custody Business of Union Bank

Feb 01, 2012 --  U.S. Bank National Association entered into a definitive agreement with Union Bank, N.A.

DEALS/PEOPLE

kasina Hires Head of Research

Feb 01, 2012 -- Larry Petrone was appointed as kasina’s head of research.

DEALS/PEOPLE

Curian Appoints Vice President

Feb 01, 2012 -- Curian Capital LLC hired Keith Johnson as vice president of practice management.  

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