Bank of America Corp. (BofA) said New York Attorney General Andrew Cuomo wrongfully claimed that the bank is blocking information, according to news reports.
Atlanta-based Reliance Trust Company said it has partnered with local business leaders in Wilmington, North Carolina, to form a wealth management firm providing retirement services.
Westrock Asset Management announced the formation of a joint venture with Creighton Capital Management to offer a set of quantitative products to institutions and other qualified investors.
A couple in Charlotte, North Carolina, allegedly bilked $32.5 million by persuading investors to cash out of their retirement funds and invest in fake investments promising huge returns.
New York Attorney General Andrew Cuomo’s office is again requesting information from Bank of America (BofA) as part of an ongoing investigation into its January 1 acquisition of...
Los Angeles-based Transamerica Financial Advisors, Inc. (TFA), completed its merger with its affiliate, St. Petersburg, Florida-based InterSecurities, Inc. (ISI).
Stanford University faculty and staff will soon be making new decisions about their retirement savings as changes to the school's 403(b) plan will take effect November 2.
Plan sponsors got a bit of a roadmap from the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) about how to rely on a summary prospectus to...
Hewitt has announced it will combine its mid-market health and welfare outsourcing platform, Core Benefits Administration (CBA), with its existing mid-market retirement solutions.
Federal tax officials have put out a final rule (TD 9459) allowing government plans carrying out 401(a)(9) required minimum distributions to prove their compliance with a reasonable and...
Focus Retirement Plan Partners has announced an enhanced suite of retirement plan consulting services available to retirement plan sponsors and financial advisers serving plan sponsor clients.
A federal judge has dismissed a lawsuit alleging a New York state teachers group breached its fiduciary duty by paying “kickbacks” to ING Life Insurance and Annuity Co.