SPARK Adds to Q&A for 403(b) Best Practices
The SPARK Institute has posted more than 20 answers to new questions it has received regarding its 403(b) Plans Information Sharing Data Elements Best Practices and Best Practices...
News
CPI Opens Birmingham Office
CPI Qualified Plan Consultants will be opening an office in Birmingham, Alabama, with Wayne Bosch at the helm.
Survey of RIAs Shows Growing Optimism
The Charles Schwab Independent Advisor Outlook Study indicates that while advisers see cause to be optimistic, their clients are more unsure.
MetLife Offers Tool to Benchmark Benefits Offerings
MetLife has announced the availability of its enhanced Web-based Benefits Benchmarking Tool, designed to help employers and brokers deliver strategic benefits decisions and recommendations.
International/Global Bonds Seen as Hot Growth Sector
With the renewed emphasis on investment risk management and portfolio diversification driven by the down economy, Cerulli Associates predicts international/global fixed income will be the next big product...
Manning and Wallace Tapped for DailyAccess Sales Posts
Michael Manning and Jeffrey Wallace have been named Regional Sales Directors for the DailyAccess Corporation.
Charts and Graphs Are Good, but Don’t Change Target-Date Fund Names
Most industry players responding to the Securities and Exchange Commission’s proposed disclosure rules for target-date funds agreed with the idea of using charts and graphs to illustrate glide...
Lawmakers Respond to SEC Proposed Rules for Target-Date Funds
Three U.S. Senators, in a letter responding to Securities and Exchange Commission-proposed disclosure rules for target-date funds, recommended the agency expand on its proposals.
Financial Literacy Should Start at a Young Age, Survey Finds
A recent TD Bank survey examined the confidence levels of those with varying degrees of financial literacy.
Study Finds Something We Can all Agree on
Baby Boomers and those in Generation Y may not see eye-to-eye on what “good music” is these days, but good financial advice is easier to agree on.
Sentinel Benefits to Open New Office in North Carolina
Sentinel Benefits & Financial Group (SBFG) has named Vanessa Watkins as Vice President.
ING Names President of Individual Retirement Investor Channel
ING has named Dan Hanlon president of its Investor Channel within its Individual Retirement business.
John Hancock to Offer both “To” and “Through” Lifecycle Choices
John Hancock Retirement Plan Services (RPS) announced it will offer two suites of Lifecycle portfolios, providing participants a choice in 401(k) asset allocation options.
Adhesion Wealth Advisor Solutions Releases New iPad App
A new enhancement from Adhesion Wealth Advisor Solutions makes RIA portfolios and performance reports available to clients on their iPads.
Schwab Survey Says Automatic Features, Advice Continue to Gain Ground
A new survey finds continued expansion of participant-friendly plan features.
SPARK Issues Draft Best Practices for 403(b)s Filing Form 5500
The SPARK Institute has released for public comment draft Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500.
Wolters Kluwer Launches Automated Amendment Software
Wolters Kluwer Law & Business has launched ftwPro Amend as part of its ftwilliam.com portfolio.
Mesirow to Provide Strategic Asset Class Models for ABG
Mesirow Financial has been engaged to provide strategic asset allocation models for participants in client plans offered by Alliance Benefit Group (ABG).
More Younger Investors are Making the Conversion to Roth IRAs
In an analysis of households that have converted to a Roth IRA, Fidelity Investments has found that a growing number of younger investors are making the conversion.
Van Eck to Announce India Small-Cap ETF
Van Eck Global has scheduled the August 25, 2010, announced launch of its Market Vectors India Small-Cap Index ETF (SCIF).