The Principal Financial Group unveiled enhancements to its Principal TPA Edge program to help financial professionals and their TPAs capture new sales and manage their existing business.
Fidelity Investments has rolled out a program to give financial advisers and brokers access to market intelligence and industry insights about topics such as retirement planning.
November 10, 2009 (PLANSPONSOR.com) – The Guardian Insurance & Annuity Company (GIAC) announced that Stadion Money Management, Inc., is introducing collective investment funds to Stadion’s managed account services...
Edward Jones entered into a distribution agreement with Pacific Life Insurance Company, giving financial advisers access to a selection of Pacific Life’s protection and retirement products.
Amid the continuing industry debate over getting workers to retirement versus through retirement, John Hancock has extended its target-date portfolio glide path for another 20 years.
Fidelity Investments has added resources to its ongoing effort to help investors better understand whether converting their retirement nest egg into a Roth IRA is the best move...
SEI Advisor Network’s new Service Delivery Initiative aims to help advisers with electronic proposal generation, statement and account level reporting, and transaction automation.
BrightScope, a 401(k) data and analytics firm, and Target Date Analytics LLC, a consulting and research firm, unveiled the BrightScope On Target Index to help measure the risk...
A new partnership between EPIC Advisors Inc. and Mutual of Omaha offers banks and trust companies a retirement plan offering to provide to their clients.
A new partnership aims to help plan sponsors, their advisers, and third-party administrators to “easily manage the accounts of terminated participants, keep their savings invested in retirement, and...
CDM Retirement Consultants, Inc., a Towson, Maryland, provider of open-architecture retirement plan solutions, is now offering administration services for defined benefit plans, including cash balance plans.