Search results for: SCO
Trinity Unveils Three Epiphany Funds
Trinity Fiduciary Partners, LLC, investment adviser to the Epiphany Funds, has launched three new Epiphany Funds.
Artisan Funds Launches Global Equity Fund
Artisan Funds has announced the launch of Artisan Global Equity Fund (ARTHX).
NYLife Retirement Adds to Sales Staff
New York Life Retirement Plan Services has added three new executives to its sales organization.
IMHO: Court “Case”
For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us that it’s not just what you...
Survey Finds Fewer Americans Saved for Retirement Last Year
Fewer Americans are saving for retirement and many still aren’t saving at all, according to a survey commissioned by online investing firm Scottrade.
PLANSPONSOR Announces Retirement Plan Adviser and Adviser Team of the Year
Rick Wedge of of Novato, California-based Northgate Benefits, an NRP member firm, has been named the 2010 PLANSPONSOR Retirement Plan Adviser of the Year and The Prince Group in Indianapolis,...
2010 PLANSPONSOR Retirement Plan Adviser of the Year
Rick Wedge, Northgate Benefits, an NRP member firm (Novato, California)
fiduciary fitness
Deferred Gratification
Final section 409A regulations are complicated, but offer opportunities for advisers
practice management
Out of Sight?
What can a relationship with the custodian of a plan's assets offer retirement plan advisers?
Retirement Plan Advisers Should Expect Broader Definition of Fiduciary Status
Regulators might be cracking down on prohibited advice arrangements in retirement plans and broadening the scope of fiduciary status, suggested Jason C. Roberts, partner and co-chair of the...
Smart401k Releases New Retirement Planning Tool
Smart401k has released a new proprietary retirement planning tool that provides clients with a way to track progress toward their retirement goals and determine how changes in retirement...
The Standard Adds to Retirement Plan Sales Team
The Standard has announced the appointment of four new pension consultants to its Retirement Plans Sales team.
Consultancy Expands with Fiduciary Fitness Review
An Illinois-based retirement plan consulting firm has introduced a Fiduciary Fitness Review for plan sponsors.
Mutual of Omaha Rolls Out Income Option
Retirement plan advisers looking to help participants (and plan sponsors) find a retirement income solution have another option to consider.
Black Diamond Brings on Fidelity Executive
Karen Lisowski has joined Black Diamond Performance Reporting as vice president of sales.
RPAG Expands Scorecard System to Rank ETFs
Retirement Plan Advisory Group (RPAG) has announced that its proprietary Scorecard System will now track, monitor, and rank more than 300 exchange-traded funds (ETFs).
Baden Expands Reach of TPA Solutions
Baden Retirement Plan Services (Baden), an Ascensus company, is rolling out its services nationally through Ascensus’ sales force of 12 regional vice presidents (RVPs).
Fidelity Appoints Relationship Management Heads for Brokerage Units
Fidelity Investments has announced promotions at Fidelity Institutional Wealth Services (FIWS), the firm’s trading, custody, and brokerage arm for registered investment advisers (RIAs), and National Financial (NF), the...
Brooks Joins DWS Investments
DWS Investments, the U.S. retail unit of Deutsche Bank’s global Asset Management division, has announced the appointment of Scott Brooks as a director responsible for Third Party Insurance...