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2015 PLANADVISER Top 100: Individuals
The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series...
2015 PLANADVISER Top 100: Teams
The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series...
Franklin Templeton Adds to Institutional Team
Three key hires—Elizabeth Murphy, Mary Beth Glotzbach and Christina Manonian—in institutional sales, relationship management and consultant relations will strengthen Franklin Templeton’s foothold in the institutional marketplace.
Securian Expands Chicago Office
Securian Financial Group expanded its Chicago office with the addition of David Foley as regional sales vice president.
Senator Hatch Outlines Plans for Retirement Reform
Senate Finance Committee Chairman Orrin Hatch, R-Utah, has formally outlined his hopes and expectations for federal tax reform,...
EQIS Expands 401(k) Business
Asset management and financial technology company EQIS appointed Tom Cote to head its capital 401(k) managed account program.
Post-Termination Plan Amendment Impermissibly Reduced Payments
A federal appellate court has agreed with the PBGC that a retirement plan amendment adopted after the plan’s termination impermissibly reduced its benefit obligations to participants.
ERIC Names New Chief Executive
Annette Guarisco Fildes has been appointed CEO of the ERISA Industry Committee (ERIC).
Mercer Names Two South Market Leaders
Mercer has appointed Christine Mahoney as South market leader and Scott Jarboe as South market retirement leader, both based in Washington, D.C.
S&P Charged, Settles with States
The SEC has charged Standard & Poor’s with fraudulent ratings conduct related to ratings of mortgage-backed securities.
Seniors Still Capable of Sound Financial Decisions
Baby Boomers will be pleased to know that cognitive aging does not necessarily hamper financial decision-making, a study says.
More DB Funding Relief Guidance Issued
The DOL has issued guidance about new DB plan funding notice requirements of the Highway and Transportation Funding Act of 2014.
FedEx Pension Plan Faces DOMA-Related Challenge
The surviving spouse of a fully vested participant in a FedEx pension plan claims she is being unlawfully denied a survivor annuity benefit owed to her by the...
PLANADVISER Announces 2015 Advisers’ Choice Award Winners
PLANADVISER announced today the winners of the second annual Advisers’ Choice Awards, to be handed out at its annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner. The event will be...
PAi Debuts Co-Pilot 401(k) Program
Plan Administrators Inc. launched the Co-Pilot 401(k) program, aimed at addressing the challenges faced by retirement plan investors and their advice providers.
The Optimistic Have Healthier Hearts, Survey Says
People with upbeat outlooks enjoy significantly better cardiovascular health, suggests a new study that examined associations between optimism and heart health in more than 5,100 adults.
HighMark Capital Partners with Clearwater Analytics
HighMark Capital Management has selected Clearwater Analytics to provide investment accounting, reporting and data management.
The Retirement Advantage Hires Installation Manager
Emily Hooyman will oversee the process of onboarding new clients of The Retirement Advantage.
2nd Circuit Agrees with Reformation of CIGNA Cash Balance Plan
In Amara v. CIGNA Corp., an appellate court has once again agreed that a change in plan terms is an appropriate remedy for plan misrepresentations.
MassMutual Bulks Up Government Sales
Kelly Bush, Pete Ganey and Richard Snyder have joined MassMutual’s retirement services as managing directors who support sales of defined contribution retirement plans in the government market.