The Wait is Over for 2010 Form 5500 EZ
Those who have been waiting for the new Form 5500 EZ need wait no longer.
News
IMHO: All for One?
The underlying theme of last week’s PLANSPONSOR National Conference was “measuring up."
DoL to Host Spanish-Language Advice Webcast
The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration will host a free Spanish-language retirement savings Webcast on June 22.
Sentinel Partners with Crow Point as Subadviser
Sentinel Investments announced that Crow Point Partners, LLC, will subadvise the firm’s Sentinel Mid Cap Value Fund (SYVAX, SYCVX, and SYVIX).
Hagens Berman LLP Targets Cash Balance Conversions
If you’re working with large retirement plans, and you’ve done a cash balance plan conversion, you may already be in the crosshairs of a new litigation trend.
Bush Joins Lincoln Financial Distributors
Lincoln Financial Distributors (LFD) announced that Kelly Bush has joined the firm as regional sales director with the Institutional Retirement Solutions Distribution (IRSD) team.
PSNC 2011: Creating Better Savers
A panel of experts at the PLANSPONSOR National Conference this week discussed practical ways to engage and involve retirement plan participants.
John Hancock Updates iPad App for Advisers
John Hancock Retirement Plan Services (RPS) rolled out an update to its iPad application for its PRIME Elements sales tool.
Suitability versus Fiduciary Standards Unclear to Investors
A majority of investors do not understand the difference between suitability versus fiduciary standards, according to the J.D. Power and Associates 2011 U.S. Full Service Investor Satisfaction Study.
Majority of Americans Confident About Personal Finances
Despite a lack of confidence in the overall economy, more than eight in 10 (83%) Americans believe their personal financial situation will remain the same or improve during...
Fiduciary Investment Advisors Hires Two Consultants
Kevin O’Brien and Tyler Polk are the newest investment consultants at Fiduciary Investment Advisors (FIA), based in Windsor, Connecticut.
Invesco Introduces Fundamental Pure Style ETFs
Invesco PowerShares Capital Management LLC is rolling out a suite of nine PowerShares Fundamental Pure Style exchange-traded funds (ETFs).
UBS Introduces Two ETNs
UBS released two exchange-traded notes (ETNs), adding to its family of ETRACS – Exchange Traded Access Securities.
ASPPA Asks DoL for Fee Disclosure Extension
The American Society of Pension Professionals & Actuaries (ASPPA) has responded to the U.S. Department of Labor’s (DoL) June 1 publication in the Federal Register.
Dow Jones Indexes Sells ICB Interest
Global index provider Dow Jones Indexes announced that it has sold its 50% interest in Industry Classification Benchmark (ICB).
The Elusive Father's Day Gift
Making breakfast for dad on father's day is always a great idea; but what does he want the other 364 days a year?
Who is The New Fiduciary?
The Department of Labor’s (DoL) proposal for a new definition of fiduciary was discussed at the PLANSPONSOR National Conference—and a representative from the DoL was present to add...
Asset Managers and Insurers Recommend Retirement Income Training
A survey from the Insured Retirement Institute (IRI), in partnership with Cerulli Associates, examined asset manager and insurer attitudes toward the future of the variable annuity industry.
Advisers and Clients Have Different Priorities, Study Shows
According to the latest Financial Professional Outlook (FPO) from Russell Investments,investors and advisers are initiating conversations on distinctly different topics.
Mutual Fund and ETF Asset Flows Declined in May
Estimated long-term mutual fund flows reached $22.6 billion in May, Morningstar reported, but still mark the fourth consecutive monthly decline since inflows of $29.8 billion in...