News

Debra Baker will lead BNY Mellon’s renamed Global Risk Solutions group, which brings together the functions of its current Performance & Risk Analytics business.

Together with CMG Capital Management Group, Jefferson National has launched three new tactically managed model portfolios.

Financial Service Standards LLC (FSS), an organization that specializes in training retirement plan advisers and developing practice management resources, has been acquired by fi360.

Only about half of Americans have good savings habits, and many are not saving enough for retirement.

New York Life Retirement Plan Services launched its mobile application for retirement plan participants.

Alta Trust Company announced it has partnered with custodian Folio Institutional for investment managers seeking to establish collective investment funds.  

One-quarter (26%) of U.S. adults use social media for personal finance and investing purposes, according to Cogent research.

Five members of Vanguard’s investment management teams will be transferred as part of an effort to broaden their experience and provide them with new responsibilities.

Nationwide Financial takes on client fears and retirement planning challenges in “Let’s Face It Together,” a newly launched campaign that supports advisers.  

Nick Petralia will join the sales team of Benefit Plans Administrative Services Inc. (BPAS) on March 11.

Prudential Retirement has joined the annual America Saves Week campaign to encourage Americans to make a commitment to increase savings...

Fidelity Investments said it would close the Fidelity Small Cap Value Fund (retail and adviser share classes) to new accounts.

State Street Global Advisors (SSgA) introduced the SPDR Russell 2000 Low Volatility ETF (SMLV) and the SPDR Russell 1000 Low Volatility ETF (LGLV).

ING U.S. has expanded its suite of retirement saving, planning and education resources with a new Web-based financial benchmarking tool.

Clear Sailing Investment Group (CSIG) and Hand Benefits & Trust launched collective trust funds for Clear Sailing’s retirement plan clients.

Some executives dreaming of their golden years are unsure when those years will actually start, a survey found.

The Department of Labor (DOL) has obtained $80 million for participants of Sherwin-Williams’ employee stock purchase and savings plan.

American families headed by...

ERISA (Employee Retirement Income Security Act) 3(21) and 3(38) fiduciary services have been added by July Business Services for qualified retirement plan sponsors.  

Strategic Benefits Services (SBS) is expanding to include clients throughout the New England Region.