Report: Provider Web Sites Missing the Boat
Communicating with plan participants via a Web site may still be the “in″ thing, but a recent study indicates that plan providers’ Internet efforts are still far from...
News
Legislation Targets Employers Without Retirement Plans
Employers without retirement plans would be required to establish an automatic payroll deduction program to an individual retirement account (IRA) under new legislation.
Sterling Bancshares to Acquire MBM Advisors
MBM Advisors, Inc., a Houston-based investment advisory and pension administration and consulting firm, is to be acquired by bank holding company Sterling Bancshares, Inc.
Lincoln Financial Network’s Recruitment Team Grows
Lincoln Financial Network (LFN) announced that Tammy Robbins has joined the firms’ planner/advisor recruiting group and will serve as Regional Managing Director for the West Coast territory.
Happiest Advisers Found at Edward Jones
Edward Jones ranks highest among 10 financial investment firms in satisfying their financial advisers, receiving particularly high ratings from advisers in support, people and firm performance.
Perspective: Don’t Fall For the Experience and Intuition Trap
The first of seven ineffective habits of retirement plan advisers.
Citi to Buy BISYS and Spin Off Retirement Services Unit
BISYS announced Wednesday that it has agreed to be acquired by Citigroup Inc. for $1.45 billion in a deal that will also see BISYS’ retirement services unit sold...
Now, How Much Would You Pay?
Whether you are a Mom, are married to a Mom, have, or had a Mom (hopefully that covers everyone), odds are you’d agree with the statement that their...
MassMutual Releases Small Plan Bundled Solution
MassMutual Retirement Services' new PlanSmart is a bundled plan solution for plans with $1 million to $5 million in assets, the firm announced.
Advisers a Key Part of Fund Sales for Many
About half (49%) of investors who hold mutual fund shares outside their workplace retirement plans have purchased fund shares through a financial adviser.
Final Roth 401(k) Distribution Guidance Issued
Newly issued rules on the taxation of distributions from Roth 401(k) accounts keep many provisions of the proposed version of the regulations.
PPA to Pump Up 529 Sales Interest Among Advisers
A quarter of financial advisers who do not now sell 529 college savings plans intend to start offering them as a result of the Pension Protection Act (PPA).
Schwab Retirement Advisor Platform Adds 16 Families
Charles Schwab has added 16 fund families to its Schwab Retirement Advisor Services platform, including BlackRock, JPMorgan Funds and LeggMason.
IMHO: The Deification of DB-ification
Last week, I stumbled across another of those “DC plans are becoming like DB plans″ articles—you know, the “DB-ification″ of 401(k)s?
ERISA Expert Discusses Plan for Successful Retirement Plans
According to Fred Reish, there are three main components to a successful retirement plan.
Vanguard to Change Fees for Many Investors
Emphasizing the benefits of increased online usage, Vanguard is replacing four account-related fees with a single account service charge.
Despite Current Broker Disclosures, Investors Still Confused
Most investors still do not understand the difference between stockbrokers and financial planners.
Adviser Sentiment is Positive for Year Ahead
Why do most not save enough for retirement?
Edward Jones Customers Get Fair Fund Distribution
Current and former customers of Edward D. Jones&Co. customers who were “victims″ of the firm’s failure to adequately disclose revenue payments from a select group of mutual fund...
Active Value Family of Indexes Unveiled
IndexIQ has introduced the Active Value family of indexes and has licensed the IndexIQ Active Value Small Cap Index to Claymore Advisors, LLC, which will create the Claymore/IndexIQ...