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Pru Retirement Moving to ‘Key Account’ Team Structure
Prudential Retirement on Wednesday announced a reshuffling of its client-facing service personnel into 10 “key account” teams based in three U.S. regions.
Vanguard Unveils Seven Index/ETF Offerings
The Vanguard Group has added seven equity index funds and exchange-traded funds (ETFs) based on Russell domestic stock benchmarks.
Money Manager Group Sees Market Value Potential
Fifty-seven percent of money managers responding to a Russell Investments poll now believe the market to be undervalued.
CPI Unveils Investment Fiduciary Product
CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company headquartered in Great Bend, Kansas, has released its Investment Fiduciary Protection Program (IFPP).
Hartford Cuts Fixed-Income Fund Fees
The Hartford Mutual Funds has announced permanent mutual fund expense reductions for six fixed-income funds, effective November 1, 2010.
Larsen Joins Transamerica Southern Region
Transamerica Retirement Services has hired Andrew Larsen as regional vice president in the company’s Southern Region.
Morningstar Launches Adviser Report Writing Product
Morningstar has launched a new tool to help independent financial advisers create their own custom investment performance reports.
Goldleaf Brings On Three Execs
Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, has announced three executive appointments.
PANC 2010: Let’s Make a Deal
A panel discussion at the PLANADVISER National Conference revealed setting fees for your services is a subjective process.
Schwab Announces Stock Plan Unit
Charles Schwab plans to launch an Equity Award Consultation Team for corporate stock plan clients.
Chartis Puts Out Fiduciary Liability Product
Chartis has launched Fiduciary Liability Insurance Edge to address the fiduciary liability exposures facing companies, plans, executives, and employees.
Symetra Reshuffles Org. Structure
Symetra Life Insurance Company has announced a new organizational structure and new leadership.
Columbia Names Two to Executive Posts
Columbia Management announced the appointments of executives for its Institutional Defined Contribution – Investment Only (DCIO) business and its Consultant Relations efforts.
Engelhard Comes Aboard at Pentegra
Thomas Engelhard has joined Pentegra Retirement Services as Regional Director- Midwest.
DWS Announces IRA Rollover Site
DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has launched DWS Rollover Central, an online resource to help guide retirement plan participants through the...
Average IRA Account Balance Put at $54K
The average IRA account balance in 2008 was $54,863, while the average IRA balance of all accounts from the same person combined totaled $69,498, according to new Employee Benefit...
“What to Expect in 2011?” More Education and Fee Disclosure
In the opening panel discussion at the PLANADVISER National Conference (PANC) in Orlando on Monday, four panelists discussed the need for more participant education and the evolution of...
Court Dismisses CitiStreet ERISA Breach Claims
A federal judge in New York has tossed out allegations CitiStreet violated its fiduciary duties by misrepresenting the State Street Daily Bond Market Fund as a safe, conservative...
New York Life Has New Participant Program
New York Life Retirement Plan Services has introduced a new participant program called MyLifeNow.
Company Introduces Interactive Participant Education System
Manchester, New Hampshire-based TPA Retirement Alliance has launched SmartPlan Enterprise, an online participant education and communication system.