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Prudential Clarifies Key Account Structure
George Castineiras, senior vice president of Client Relations and Business Development for Prudential Retirement spoke to PLANADVISER to clarify details of Prudential’s new key account team structure.
Mutual of Omaha Teams Up With the 401k Coach
Mutual of Omaha has enlisted the help of Charles Epstein, the creator and “coach” of “The 401k Coach” program, to provide advisers with training and business support.
Auto Features Seen as Key to Retirement Saving Success
A new study finds that auto-enrollment and auto-contribution escalation in 401(k) plans can result in a big improvement in retirement savings, depending on how they're implemented.
Vanguard Picks New Advisers for U.S. Growth Fund
Vanguard has appointed Wellington Management Company, LLP and Delaware Investments as investment advisers to Vanguard U.S. Growth Fund.
Franklin Templeton Real Estate Advisors Announces New Hire
Franklin Templeton Real Estate Advisors (FTREA) has hired Philip F. Alfieri as Director of Investments, Real Assets.
Newkirk Upgrades QDIA Notice Service
Newkirk announced the availability of an enhanced QDIA Notice Service.
Hartford Names Head of Non-profit Retirement Plans Biz
The Hartford has announced the appointment of Don MacQuattie as vice president and director of retirement plans for healthcare, education and tax-exempt (HETE) organizations.
UNIFI Hires Two Executives
UNIFI Companies announced today the appointments of Tim Stonehocker and Jim Schulz.
DC to DB Transfer Elimination Upheld
A federal appellate court has agreed with a lower court judge that an employer was allowed to drop an option allowing participants to move defined contribution plan assets...
Working Retirees ‘The New Normal’
A new study finds one in five workers age 50 or above has retired from his old employment and moved into a new paying position, which researchers dub...
Deer Not as Dainty as They Look
USAA auto insurance claims records show that animal-auto collisions are on the rise and warn drivers that most accidents occur in the fall.
BlackRock Adds CIO for U.S. Fundamental Equity
BlackRock, Inc. announced that Chris Leavy will join the company as Chief Investment Officer of U.S. Fundamental Equity - a newly created position.
Russell Introduces Two Global Funds
Russell Global Infrastructure Fund and the Russell Global Credit Strategies Fund are the latest additions to Russell Investment offerings.
Keep the Value-Add Programs Coming, Say Advisers
kasina and Horsesmouth found that advisers appreciate well-constructed value-added programs because they often lead to business growth.
Vanguard Lowers Minimum Requirements for Admiral Shares
Vanguard says that by reducing the minimums for the ultra-low-cost Admiral Shares, nearly 2 million shareholders in 52 funds will benefit.
Being Financially Stretched Main Reason Workers not Saving
Being financially stretched continues to be the number one reason for not contributing to employee-funded retirement plans, according to a recent survey.
BofA Merrill Lynch Produces Toolkit for Advisers
A 25-piece kit from Bank of America (BofA) Merrill Lynch is designed to help financial advisers deliver flexible retirement and benefit plan services to corporate clients.
DWS Investments Hires Nine Executives
The new hires will be working in several departments, including offshore distribution, broker/dealer services, registered investment adviser (RIA) channels, and financial adviser division (FAD).
Many Saving for College Have Never Heard of 529 Plan
Half of respondents who don’t participate in a 529 plan say they have never even heard of the increasingly popular college savings vehicle.
U.S. REITs See Better 2010 Return than Broader Equity Market
Real Estate Investment Trust (REIT) returns were nearly five times greater than those of the broader U.S. equity market in the first three quarters of 2010.