More Than Half of Small-Business Owners May Not Have Optimal Retirement Plans
Fifty-three percent of U.S. small-business owners many not have the retirement plan that best fits their needs.
News
Affluent Investors Evaluate Longevity Challenges
According to findings from the latest Merrill Lynch Affluent Insights Survey, three out of four (75%) affluent Americans would approach their money management differently if they knew today...
J.P. Morgan Enhances Stable Asset Income Fund
J.P. Morgan Asset Management enhanced its pooled Stable Asset Income Fund (SAIF).
The Standard Adds Fiduciary Services
Standard Retirement Services, Inc., has added to the fiduciary protection available through its retirement plan services.
Court Rules for Employer with no Evidence of Benefits Eligibility
A federal appellate court ruled in favor of an employer that denied a claim for retirement benefits by a former employee’s sister because it found no evidence of...
Firms Combine Alternative Assets Capabilities
PENSCO Trust and Lincoln Trust, both independent custodians of alternative assets, will combine capabilities.
Campbell Joins Drinker Biddle & Reath LLP
Drinker Biddle & Reath LLP hired Bradford P. Campbell, former assistant secretary of Labor of the Employee Benefits Security Administration (EBSA), as counsel in its Employee Benefits & Executive...
Investors in Target-Date Funds Feel More Secure About Retirement
Workplace retirement plan investors who use target-date funds feel more secure about reaching their retirement goals and managing their portfolios than those who do not.
Lincoln Financial Names Chief Marketing Officer
Lincoln Financial Distributors (LFD) named Richard Aneser chief marketing officer.
Healthcare Services Top Priority for Boomers Relocating in Retirement
One-third of Baby Boomers are open to relocating to find the lifestyle they are looking for in retirement.
Great-West Appoints Internal Wholesaler
Great-West Retirement Services appointed Michael Burke as an internal wholesaler covering the Los Angeles and San Diego areas.
The Standard Appoints Vice President
Standard Retirement Services Inc. (The Standard) appointed Rob Baumgarten as vice president of Field Service.
Federal Employee Pension Contributions To Be Increased
New federal employees will pay 2.3% more toward their government pensions under a new deal approved by Congress.
Prudential Launches Retirement Readiness Campaign
To coincide with America Saves Week 2012, which begins February 19, Prudential Retirement is launching a campaign called “How Do I Know if I’m on Track for Retirement?”
ING Launches Campaign to Encourage Retirement Savings
To coincide with America Saves Week 2012, which takes place February 19 to 26, ING launched an education campaign.
Institute Offers Program for Growing 401(k) Business
The National Institute of Pension Administrators (NIPA) is expanding its TPA Business Owner Resources to include the 401(k) Sales Champion Workshop.
Mutual of Omaha Appoints VP
Mutual of Omaha appointed John Corrieri as vice president of the company’s 401(k) product and distribution.
Pyramis Makes Leadership Changes
Pyramis Global Advisors, a Fidelity Investments company, hired Mike Jones as its president and CEO.
iShares Launches Seven Fixed-Income ETFs
BlackRock's iShares Exchange Traded Funds (ETFs) business launched seven new fixed-income funds.
Schwab Launches Two Platforms for Advisers
Schwab launched two platforms as part of the Schwab Intelligent Integration initiative: Schwab OpenView Integrated Office and Schwab OpenView Gateway for Salesforce.