News

The sixth of seven ineffective habits of retirement plan advisers

Rydex Investments today launched ETF Essentials, a program to educate advisers and investors about exchange-traded funds (ETFs).

The former CEO of JPMorgan Retirement Plan Services has teamed up with two other partners to form a company that provides benchmarking services for defined contribution plan sponsors...

People want financial guidance in planning for retirement and they want their adviser to tell them what they should do, but they want to retain personal responsibility for...

Advisers and providers talk about working together to increase your value proposition.

The Prudential Retirement Insurance and Annuity Co. (PRIAC) on Monday filed suit against State Street Global Advisors (SSgA) over losses in SSgA-managed funds for which PRIAC claims the...

The U.S. House Education and Labor Committee will hold a hearing Thursday to discuss a proposal requiring greater 401(k) fee disclosure by plan sponsors and providers.

Wells Fargo&Co. has launched an interactive, online calculator that estimates the number of years a person's retirement funds will last once they stop working.

Employees are interested in receiving information geared toward their life stage on what kinds of benefits to select during their company’s open enrollment period, according to MetLife’s 2007...

John Hancock Funds is now offering a proposal building tool to financial advisers who are registered users of its Web site.

MassMutual's Retirement Services Division has officially introduced its new Fiduciary Warranty to qualifying plans that include investment options available through MassMutual's Smart Architecture Investment Program.

Amerivest Investment Management, LLC, a subsidiary of TD AMERITRADE Holding Corporation, has announced a partnership with XShares Advisors LLC to launch TDAX Funds, Inc. – an exchange-traded funds...

Zacks Investment Research, Inc. has launched a lifecycle index series, which includes four target retirement dates.

AIG VALIC is launching a no-load mutual fund retirement savings program for the K-12 403(b) market, which includes index, lifecycle, and actively managed funds.

Institutional investment manager Dimensional Fund Advisors will launch two retirement share classes for defined contribution plans.

Bank of America announced the launch of a Unified Managed Account (UMA) Program designed for its wealthy and ultra-wealthy clients.

In order to help financial advisers capture more business in the small-plan retirement plan market, Transamerica Retirement Services has expanded its sales support staff with a newly created...

Reaping the rewards of their success in meeting plan sponsors’ expectations about installation and ongoing service support, insurance companies have captured a larger share of the small to...

Westcore Funds has announced it is now offering an Institutional Share Class for seven of its no-load mutual funds.

M&I Investment Management Corp. has appointed Thomas Nolte, formerly of Wells Fargo and Strong Capital Management, as vice president, director of institutional sales.