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Education Program Increases Participation in Workplace Plans
A workplace investor education program field tested in three states increased employee participation in workplace savings and investing programs, its creators claim.
Fee Disclosure Guidance Provides 403(b)s Comfort
Recent fee disclosure guidance addresses some unanswered questions for 403(b) plans.
MassMutual Retirement Adds National Practice Leader to Sales Team
Doug DeNigris was named MassMutual Retirement Services Division’s national practice leader for the Taft-Hartley market segment.
ASPPA Submits Recommendations for Lifetime Income Proposals
The American Society of Pension Professionals & Actuaries (ASPPA) applauded efforts by the Internal Revenue Service (IRS) to help ensure lifetime income for Americans.
The Hartford Expands DC Plan Investment Options
The Hartford introduced three investment managers and 16 investment options to its defined contribution (DC) retirement program offering.
Price Takes a Backseat to Trustworthiness of Advisers for Service Members
Service members who work with an adviser cited financial know-how and moral fiber as the top attributes they look for, a survey found.
Japanese Company May Be Liable for Terminated U.S. Pension
A Japanese company that acquired the now-defunct Metaldyne Corporation may be found liable for termination premiums for Metaldyne’s pension plan.
ERIC President Announces Retirement
Mark Ugoretz, president of The ERISA Industry Committee (ERIC), announced he will retire on June 1.
When Using an iPad, How Low Should You Go?
The lower you hold your iPad, the more likely you are to experience shoulder and neck pain, a study shows.
SageView Adds Three Investment Analysts
SageView Advisory Group announced Melissa Burley, Arley Reyes and Bijan Khairollahi as the newest members of its investment team.
Employer Cannot Use ERISA to Stop Deferred Compensation Benefits
An employer cannot use the Employee Retirement Income Security Act’s provisions to terminate benefit payments under a deferred compensation agreement.
Warner Norcross Initiates Blog Focused on New Developments
The attorneys and securities compliance consultants at Warner Norcross and Judd LLP, a Michigan law firm, started a blog for broker/dealers, advisers and private investment funds.
Great-West Launches Retirement Income Offering
Great-West Life & Annuity Insurance Company introduced a retirement income product that combines the traits of a mutual fund with a lifetime income guarantee.
iPads Provide Benefits for Advisers
Many retirement plan advisers are joining the iPad craze and discovering opportunities for their business.
Prudential Annuities Adds New Funds to Investment Lineup
Prudential Annuities, the domestic annuity division of Prudential Financial Inc., announced two new asset-allocation options for its investment lineup.
Retirement Income Planning an Increasing Part of Advisory Business
Most advisers who offer retirement income services said they had adjusted their business to do more retirement income planning over the past year, a study found.
'Gen Y Is Gen Worry' When It Comes to Financing Retirement
The Merrill Edge semi-annual survey of mass affluent investors, especially younger ones, shows belt-tightening amid heightened financial anxiety.
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2012 PLANSPONSOR Retirement PLAN ADVISER of the Year Finalists
In the last issue of PLANADVISER, we highlighted some of the nation’s most successful retirement plan advisers in the listing of the PLANADVISER Top 100 Advisers. In this...