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intro
Decisions, Decisions
How did you decide whether to affiliate with a wirehouse, or independent or regional broker/dealer?
PANC 2010: Money Talks
For advisers these days, disclosing fees is more important than what they make or how it is paid.
North American Investors Less Confident than Global Counterparts
Global investor confidence fell 4 points in September from August’s revised reading of 92 to 88 while in North America, confidence dropped 7.3 points to 87.9 from 95.2.
Survey Finds Changes among Plans Sponsored by Health Care Organizations
Regulatory changes and the recent economic downturn have led to changes in retirement plans sponsored by health care employers.
In-Plan Roth Conversions Present Challenges
President Obama on Monday signed into law the Small Business Jobs Act, which included a provision allowing in-plan Roth conversions in 401(k), 403(b), and governmental 457(b) plans.
Ascensus, Pacific Life Team up on 401(k) Plan for Small Businesses
Ascensus and Pacific Life have teamed up to offer a new 401(k) program to address the needs of small-business plan sponsors.
Fees Cut for The Vanguard 529 College Savings Plan
Vanguard will reduce expense ratios on The Vanguard 529 College Savings Plan by nearly half on some portfolios.
Traditional Retirement Losing Appeal for Wealthy
A report released from Barclays Wealth shows that high-net-worth Americans are not as inclined to a traditional retirement as was once the norm.
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.
Fidelity Adds Bank Deposit Portfolio to 529 Plans
The addition of a new Bank Deposit Portfolio across Fidelity’s five direct-sold 529 college savings plan begins today.
FTSE Unveils Diversification Index Series
FTSE Group and QS Investors, LLC, an independent investment firm, have launched the FTSE Diversification Based Investing (DBI) Index Series.
ING Unveils Global Bond Offering
ING Investment Management Americas has launched the ING Global Bond Collective Trust Fund.
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...
VALIC Fixed Interest Option Now Available on ASPire RK Platform
ASPire Financial Services has added to its recordkeeping platform a VALIC product that it says offers participants a strong financial foundation, competitive yields, and greater assurance.
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.
Mirae Launches Six U.S. Emerging Markets Funds
Mirae Asset Global Investments, an emerging market equity investment manager, has launched its first six mutual funds in the U.S.
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.
Mutual of Omaha Announces New Online Enrollment System
Mutual of Omaha Insurance Company has announced a new online enrollment system that it says will expand the personalization of services the company provides to support voluntary insurance...
Transamerica Names New Western Regional Vice President
Transamerica Retirement Services has announced the promotion of Tim Allen to regional vice president in its Western Region.