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Decisions, Decisions

How did you decide whether to affiliate with a wirehouse, or independent or regional broker/dealer?

PANC 2010: Moving Beyond Mutual Funds

At the PLANDADVISER National Conference in Orlando last week, panelists discussed alternatives to mutual funds for 401(k) plans, such as exchange-traded funds (ETFs) and collective trusts.   

PANC 2010: Breaking it Down

 Despite all the efforts of plan sponsors and providers, there is still a lack of understanding of retirement plans and investments by participants, and sponsors still struggle with...

PANC 2010: Hidden Traps of ERISA

The first step retirement plan advisers should take to avoid lawsuits is to educate plan sponsors on their role as a fiduciary and their need for insurance, according...

ProNvest Brings On Morningstar

ProNvest, Inc., an online provider of retirement plan participant managed accounts, advice, and tools, has added Morningstar Associates to its platform.

Putnam Unveils Multi-Cap Fund Lineup

Putnam Investments has launched a suite of multi-cap equity funds designed to provide investors with exposure to the U.S. stocks within the value, core/blend and growth style universes.