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RIA in a Box Offering E&O Insurance

RIA in a Box, a registered investment adviser (RIA) consultancy firm, has partnered with Lloyds of London and the North American Professional Liability Insurance Agency (NAPLIA) to provide errors...

IMHO: Paper “Trail”

Last week, the Department of Labor reissued its proposed regulation on participant fee disclosure. 

Media Firm Makes DB to DC Switch

Journal Communications, a Milwaukee-based media company, is freezing its defined benefit plan and boosting its 401(k) match, effective January 1, 2011.

EBSA Releases Final 401(k) Fee Disclosure Rule

The U.S. Department of Labor (DoL) on Thursday released its long-awaited final rule governing a wide variety of investment option disclosures, including fees to workers in participant-directed individual...

Two Firms Join for Data Exchange

Pension software provider BLAZE SSI and preapproved document provider McKay Hochman have worked out an agreement allowing the two companies to exchange data between their respective systems.

State Street Releases Risk Index

State Street Global Markets announced the launch of its Systemic Risk Index that measures the U.S. equity market’s vulnerability to market shocks.

IPI Launches FundQuest Platform

FundQuest, a provider of research and wealth management solutions, announced that Investment Professionals Inc. (IPI) has launched its Private Asset Management (PAM) platform in partnership with the firm.