News

Transamerica Retirement Services has hired Andrew Larsen as regional vice president in the company’s Southern Region.

Morningstar has launched a new tool to help independent financial advisers create their own custom investment performance reports.  

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, has announced three executive appointments.

 A panel discussion at the PLANADVISER National Conference revealed setting fees for your services is a subjective process.

Charles Schwab plans to launch an Equity Award Consultation Team for corporate stock plan clients. 

Chartis has launched Fiduciary Liability Insurance Edge to address the fiduciary liability exposures facing companies, plans, executives, and employees. 

Symetra Life Insurance Company has announced a new organizational structure and new leadership.

Columbia Management announced the appointments of executives for its Institutional Defined Contribution – Investment Only (DCIO) business and its Consultant Relations efforts.

Thomas Engelhard has joined Pentegra Retirement Services as Regional Director- Midwest. 

DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has launched DWS Rollover Central, an online resource to help guide retirement plan participants through the...

The average IRA account balance in 2008 was $54,863, while the average IRA balance of all accounts from the same person combined totaled $69,498, according to new Employee Benefit...

In the opening panel discussion at the PLANADVISER National Conference (PANC) in Orlando on Monday, four panelists discussed the need for more participant education and the evolution of...

A federal judge in New York has tossed out allegations CitiStreet violated its fiduciary duties by misrepresenting the State Street Daily Bond Market Fund as a safe, conservative...

New York Life Retirement Plan Services has introduced a new participant program called MyLifeNow.

Manchester, New Hampshire-based TPA Retirement Alliance has launched SmartPlan Enterprise, an online participant education and communication system.

Reliance Trust Company's Retirement Strategies division is expanding its Special Fiduciary Services business unit.

The benefits, insurance, and wealth management service provider will now be known as NFP.

Last week, the Treasury Department and Department of Labor held two days of joint hearings on the subject of retirement income.   

The September issue of The Cerulli Edge: U.S. Asset Management Edition addresses how asset managers are utilizing new techniques to increase access to advisers.

Newkirk has installed several enhancements to its participant investment information Web application.