News

Groups Ask IRS to Clarify Definitions

The American Society of Pension Professionals & Actuaries (ASPPA) sent a comment letter to the Internal Revenue Service (IRS) about the definitions of vesting and severance for pre-approved...

Reports Delve into Best Practices

Two reports from Cogent Research are designed to help advisers optimize communication materials and distribution strategy, as well as benchmark their practice against competitors.

Lincoln Appoints Sales Directors

Lincoln Financial Distributors (LFD), subsidiary of Lincoln Financial Group, announced Lindsay Hanley and Treye Weilbacher have joined the firm as regional sales directors with the Retirement Plan Services...

PBGC to Pay Pensions for Ga. Company

The Pension Benefit Guaranty Corporation (PBGC) announced that it will be paying retirement benefits for a vehicle transportation business based in Atlanta, Georgia.

DOL Files Suit against Calif. Bank

The U.S. Department of Labor (DOL) has filed a lawsuit against a California bank, alleging that nearly $1.4 million in employee stock ownership assets were mismanaged.

Filling Out Forms in the Cloud

TD Ameritrade Institutional has integrated Laser App Anywhere, a cloud-based auto-fill technology that eliminates the need to re-enter information such as addresses and phone numbers.

Back-to-School Likely to Cost Less

Fall spending on back-to-school supplies will tick down from its historic high in 2012, according to a survey by the National Retail Federation (NRF).