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Bukaty Names Morris President
Bukaty Companies today announced that Vincent Morris will serve as president of the company’s Retirement Plan Services division.
IRS Publishes Changes in Plan Qualification Requirements
The Internal Revenue Service has issued Notice 2010-90, which provides a cumulative list of changes in plan qualification requirements.
New Investment Management Platform for 401(k)s
Mid Atlantic Trust Company (MATC) launched its new platform, ModelxChange, which allows 401(k) professionals to incorporate mutual fund and/or exchange-traded fund investment models into a plan through a Web-based...
Pursuing the RIA Market
Consulting firm kasina has published a report examining the methods asset managers should use to sell to registered investment advisers (RIAs).
Diversified Hires New West Coast Sales Exec
Diversified Investment Advisors announced that Greg T. Hodges has joined the company as a sales executive for the west coast.
Kim Named as Chairman of NY Life Investments
Executive Vice President John Y. Kim will take on the role of Chairman of New York Life Investments effective January 1, 2011, the company announced today.
New Index Tracks Companies that Fight against Diseases
Dow Jones Indexes is launching a new index in collaboration with the Global Fund, which will help generate resources for the Global Fund's work.
MSCI Introduces Equity Portfolio Management Tool
MSCI Inc. announced the launch of Barra Portfolio Manager, which is designed to help fund managers and their teams manage, monitor and build better equity portfolios.
Court Dismisses Remaining State Street Stock Drop Claim
A federal judge in Massachusetts has thrown out the remaining claim in a stock drop lawsuit against State Street Corp.
International Equity Beats Bonds for Top Flows in October
Stock and bond funds experienced net inflows of $40.2 billion in October, according to data from the Financial Research Corporation (FRC).
IMHO: The Measure of the Plan
Not so long ago, plan sponsors gauged the success of their defined contribution offerings by a single metric: participation rate.
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What You Need To Know About Blogging
Creating a blog for your firm can be a savvy business decision, whether used internally for team communication, or externally for marketing or branding purposes.
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Making a List
It’s the time of year when many are “making a list and checking it twice”—and, true to form, we are doing the same here at PLANADVISER.
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“Sure” Things
In a very real sense, this has been a “rebuilding” year for many plan sponsors and participants: a time spent rebuilding account balances, resurrecting and/or reviving employer match...
DoL: Bankruptcy-Appointed Trustee Can Bring ERISA Action
In his second attempt to bring suit against a custodian used by a rogue plan administrator, bankruptcy-appointed trustee John C. McLemore is again getting support from the U.S....