J.P. Morgan Retirement Plan Services says ‘income replacement’ is a key metric of success plan sponsors should be using to evaluating total retirement service.
U.S. Retirement Partners (USRP) has acquired United Specialty Benefits (USB), which will be part of USRP’s national network that provides 403(b) retirement benefits and other services to the...
In the first such action of its kind, the U.S. Securities and Exchange Commission (SEC) charged the state of New Jersey with securities fraud for not properly disclosing...
The Financial Industry Regulatory Authority (FINRA) has fined Merrill Lynch $500,000 for failing to provide sales charge discounts to customers of eligible purchases of Unit Investment Trusts (UITs).