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AllianceBernstein Adds SunAmerica’s Alternatives Group
In another shift in the asset management industry, AllianceBernstein L.P. announced it has acquired SunAmerica's alternative investments group.
ASPPA Calls for 5500 Deadline Extension
Even though the U.S. Department of Labor (DoL) has already turned down a similar request, The American Society of Pension Professionals & Actuaries (ASPPA) has also asked for...
Some Fund Groups on Track for Record Year
EPFR Global-tracked Emerging Markets, U.S. and Global Bond Funds remain on track for record-setting years going into the fourth quarter, as are Global Emerging Markets (GEM) Equity Funds.
Prudential and Edward Jones Collaborate on Annuities
Financial services firm Edward Jones has reached a distribution agreement with Prudential Financial to offer its clients variable annuities and individual life insurance from Prudential companies.
LIMRA Finds Employees Want Automatic Escalation
When asked if auto-escalation beginning at age 45 would be appealing, 22% of defined contribution participants said they would be interested in a 1% increase every year.
Putnam Offers 529 Plan with Absolute Return Funds
Putnam Investments has announced the nationwide availability of Putnam 529 for America, its new adviser-sold 529 college savings plan.
Plan Fiduciary Services Offers Multi-Employer Plan
Plan Fiduciary Services, Inc. is sponsoring the Affiliated Employers Retirement Savings Plan, a multiple-employer plan it says will lower plan administration costs.
practice management
Clearing It Up
Custodians and clearing firms: It’s a whole new ball game for the retirement plan RIA
regulatory radar
Taking Aim
New ERISA 408(b)(2) rules take a new look at adviser fees, but how that examination will affect you depends on what kind of adviser you are
learner's permit
What You Need To Know About YouTube
When most people think of YouTube, they envision comedic homemade videos, sports clips, or excerpts from television shows, but the popular Web site, www.youtube.com, also can be a...
PANC 2010: Building a Better RFP/RFI
A successful request for proposals (RFP) or request for information (RFI) process starts with establishing goals.
SEC Charges Two in State Street Subprime Mortgage Case
The Securities and Exchange Commission (SEC) has charged a pair of former State Street Bank and Trust Company employees with misleading investors about their exposure to subprime investments.
BP Lawyers Say Lawsuits Should be Combined
Lawsuits by workers claiming BP Plc’s North American unit mismanaged their retirement savings plan should be sent to the Texas court already handling investor claims prompted by the...
Asset Management Firms Dipping into Social Media
Corporate Insight recently found that 45% of the asset management firms it tracks are employing social media in some way.
SEC Say-on-Pay Rules Coming Soon
The Securities and Exchange Commission plans to introduce rules "in the next few weeks" that would give shareholders in 2011 a vote on the pay packages of top...