News

US Fiduciary, Inc. (USF) announced that Mark Tidwell and Charlie Rawl have left Stanford Financial and joined US Fiduciary’s platform, under the brand Zenith Wealth Management.

ERISA Expertise LLC, a Blue Bell, Pennsylvania, plan services provider, has introduced the Roth 401(k) Analyzer V3.0.

Great-West Retirement Services has appointed three regional sales directors to focus on development of new corporate 401(k) plan business through brokers, financial advisers, consultants, and third-party administrators (TPAs).

A coalition of Florida’s K-12 education associations announced the development of a 403(b) Model Plan for Florida educators in a February 25 nationwide teleconference.

Mutual of Omaha has entered into a definitive agreement to acquire the assets and personnel of Retirement Marketing Services (RMS), a Dublin, Ohio-based independent wholesaler specializing in marketing...

More than half of Americans save less than 5% of their income, but the majority (57%) of Americans not yet retired still believe they are socking away enough...

PMFM's 401k Toolbox's managed account service now offers a fiduciary warranty when the managed account service is used as the Qualified Default Investment Alternative (QDIA) in a qualified...

More than half (57%) of wealth management clients are not advocates of their advisory firms, and over 40% do not consider their firm a "trusted adviser" to help...

SLM Holdings, Inc., a financial software company, has launched an online network that provides financial professionals access to information concerning high-net-worth individuals, their companies, and their retirement plans.

Looks like James LaRue will get his day in court, after all.

Looks like James LaRue will get his day in court, after all.

The Board of Directors of The Vanguard Group has elected F. William McNabb III as President and Director of Vanguard, effective March 1.

Jared Buell has joined the San Francisco-based investment management firm as Vice President of Institutional Sales and Service.

Fidelity Investments has announced the availability of the Fidelity Advisor Mega Cap Stock Fund, providing financial advisers and their clients access to a fund with dedicated mega cap...

The Financial Industry Regulatory Authority (FINRA) announced that Oppenheimer&Co. will pay a $250,000 fine for allegations related to market timing in 2003.

The Department of Labor (DoL) has unveiled a set of interactive worksheets to help workers with retirement savings decisions.

Dow Jones Indexes has launched the Real Return Target Date Indexes, a series of indexes designed to serve as benchmarks for lifecycle portfolios.

Times may be tough, but it looks like Fido and Fluffy have nothing to worry about.

OppenheimerFunds, Inc. has enhanced its Pinnacle and Record(k)eeper Pro platforms for small and mid-sized companies with a tool to implement automatic plan feature provisions of the Pension Protection...

In a landmark ruling eagerly awaited by the retirement services community, the U.S. Supreme Court on Wednesday declared that defined contribution participants can bring fiduciary breach suits to...