Pershing said it expanded its suite of managed account solutions to provide advisers with access to a diverse list of money managers and a broad spectrum of managed...
Portland, Oregon-based independent investment consulting firm Arnerich Massena&Associates, Inc., brought on David Reichle as director of Arnerich Massena Wealth Management.
Newburyport (Massachusetts) School Committee member George Moker said teachers have agreed to give back on several items in order to achieve an agreement in tough economic times.
Two mainstays of American business upended by the economic downturn are now losing their coveted spot in the Dow Jones Industrial Average, according to a Dow Jones&Company announcement.
John Hancock launched AnnuityNote, which the company said is designed to bring "guaranteed income to a broader market beyond the reach of traditional variable annuities."
Transamerica Retirement Services announced a new service, Plan Administration Service Support (PASS), which gives plan sponsors the opportunity to delegate day-to-day plan administration responsibilities to Transamerica.
National Retirement Partners, Inc. (NRP), announced that nine practices have recently joined its network of independent, retirement-focused advisory firms.
The Retirement Services division at American United Life Insurance Company (AUL) announced the appointment of Mitchell Haber as a regional sales director in the Los Angeles-based regional retirement...
Diversified Investment Advisors, Inc., introduced the Managed DB Financial Advisor Resource Guide to assist retirement plan advisers in their efforts to meet the retirement program needs of defined...
Federated Investors, Inc., announced a definitive agreement with Touchstone Advisors, Inc. under which Federated will acquire certain assets related to the management of Touchstone Value Opportunities Fund and...
The repayment of a 401(k) loan may be a real debt obligation, but it’s not a “necessary expense″ for bankruptcy purposes, according to a recent court decision.
Thrive Income Distribution System, LLC, in partnership with the Retirement Income Solutions Enterprise (RISE), has launched a turnkey planning and selling system designed to help advisers grow a...
A sample plan amendment to suspend safe harbor non-elective contributions was released by ftwilliam.com, a plan document, government forms, and administration software provider.