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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
Feb 03, 2012 -- Members of the retirement plan community were mostly positive about the final rule on 408(b)(2) fee disclosure regulations.
Feb 03, 2012 -- Segal Advisors acquired the business of Rogerscasey.
Feb 03, 2012 -- P-Solve completed the merger of its U.S. subsidiary with Cassidy Retirement Group (CRG).
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.
Feb 02, 2012 -- Retirement Plan Advisors (RPA) appointed Vernon Kempker as vice president of finance and operations in its Jefferson City, Missouri office.
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.
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.
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.
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.
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.
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.
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.
Feb 01, 2012 -- U.S. Bank National Association entered into a definitive agreement with Union Bank, N.A.
Feb 01, 2012 -- Larry Petrone was appointed as kasina’s head of research.
Feb 01, 2012 -- Curian Capital LLC hired Keith Johnson as vice president of practice management.
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Have you changed your broker/dealer in the past 12 months?
Interview with Paul Ballew, Senior Vice President, Chief Economist, Nationwide
PLANADVISER interview with Ed O'Connor, Managing Director, Morgan Stanley Smith Barney.
Insights from the Retirement Plan Adviser and Adviser Team of the Year winners and finalists
PLANADVISER interview with Skip Schweiss, President, TD Ameritrade Trust Company