News

Russell Investments is providing transition management data to the Inalytics TIPS (Transition Implementation Performance Standards) database.

TD Ameritrade is offering retail investors and independent registered investment advisers (RIAs) access to new issue municipal market through M.R. Beal.

A survey of career women ages 45 to 70 earning $75,000-plus per year shows that they are highly confident about how to manage money, yet 62% fear they...

Putnam introduced its new online Wealth Management Center that features commentary on a variety of financial planning subjects, among other features.

A federal judge in Ohio tossed out a stock-drop suit against Fifth Third Bancorp, claiming it committed a fiduciary breach when company stock was included in its profit-sharing...

The Principal Financial Group found that the design of the employer match can be a powerful motivator for participants, even when the employer’s total contribution doesn’t change.

The U.S. Department of Labor’s Employee Benefits Security Administration announced that the owner of Philadelphia Pension Planning Corp. has been sentenced for making a false statement in a...

MassMutual's Retirement Services Division announced improvements to its system for third-party administrators (TPAs) that automates and simplifies plan document processing.

The Companies of OneAmerica have launched Premier Trust for plans with assets of $5 million and above.

Putnam Investments announced that the total expense ratios across its four Absolute Return Funds have been reduced by as much as 54%.

Pulse Logic has published the results of the second of two studies on third-party administrators, analyzing performance benchmarks and best practices.

The Morgia Group has joined HighTower, an open-source, adviser-owned cooperation of established practices specializing in high-net worth and institutional clients.   

Great-West Retirement Services appointed Julie Costello as a third-party administration (TPA) relationship manager for the west region.

Great-West Retirement Services appointed Michael Fennessy as regional sales director for Los Angeles.

BofA Merrill Lynch Global Research introduced the Global Financial Stress Index (GFSI), a cross-market gauge of risk, hedging demand and investment flows.

J.P. Morgan Funds, the mutual fund arm of J.P. Morgan Asset Management, announced that J.P. Morgan Insights are now available as podcasts on iTunes.

AllianceBernstein has launched Secure Retirement Strategies (SRS), a target-date solution that provides guaranteed lifetime retirement income to participants of large defined contribution (DC) plans.

Federal regulators on Monday released a long-awaited rule to require more disclosures about target-date funds.

On Friday the IRS issued Notice 2010-84, containing guidance for 401(k) and 403(b) plans about in-plan Roth rollovers. 

Having recently had a couple of new members join our 401(k) investment committee, I asked our investment adviser to conduct a briefing.