News

SEC Proposes New Rules for Advisers

The Securities and Exchange Commission (SEC) has voted to propose new rules to “strengthen the SEC's oversight of investment advisers and fill key gaps in the regulatory landscape”.

IMHO: Thanks Giving

Thanksgiving has been called a “uniquely American” holiday, and one on which, IMHO, it is fitting to reflect on all for which we have to...

Master Trusts See Positive Q3 2010

The median return of the BNY Mellon Master Trust Universe was 8.48% for the third quarter of 2010, reversing course from the -4.87 % return reported for Q2.

Consultant Designs ‘New’ 401(k)

Nyhart, an Indianapolis-based independent actuarial and employee benefits consulting firm, announced what it calls standards for the Next Generation 401(k).

Savings Plan Embezzler Indicted

A federal indictment unsealed this week in the District of Minnesota alleges that a 62-year-old New Prague, Minnesota man embezzled approximately $642,166 from his company’s employee benefit...

Time for a Provider Check-up?

Asked how often they formally evaluated their DC provider, larger programs were again this year noticeably less likely to say they did so on an annual basis.

529 Plan Assets up 8.5% in Q310

Total 529 college savings plan assets increased to an estimated $127 billion as of 3Q10, reflecting an 8.5% increase from 2Q10 assets of $117 billion, according to the...

E*TRADE Improves Retirement Web Site

E*TRADE Securities LLC expanded its retirement planning center, centralizing access to the free educational resources, planning tools, and products, the company announced.