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Janney Names Director Institutional Equity Sales
Janney Capital Markets has named Jennifer Feeley, Director, Institutional Equity Sales.
Gorton Comes Onboard at WTRIS
Wilmington Trust has hired Benjamin D. Gorton to help lead business development initiatives at Wilmington Trust Retirement and Institutional Services Company (WTRIS).
Kjar Joins Lockton in San Francisco
Steven Kjar has joined Lockton in San Francisco as a Vice President and Retirement Plan Producer.
Russell Launches Investment Manager Review Service
Russell Investments has kicked off an expanded manager due diligence service.
Newkirk to Distribute NewRiver’s Prospectus Express Product
NewRiver, Inc. and Newkirk Products, Inc. have entered into an agreement for Newkirk to distribute NewRiver's Prospectus Express product in the 401(k) and 403(b) markets via Newkirk's Fund...
Nataxis Joins Westpeak in Fund Launch
Natixis Global Associates (NGA) has unveiled a mutual fund in conjunction with Westpeak Global Advisors.
CBIZ Acquires Benexx Consultants
CBIZ, Inc. has acquired South Winds, Inc., a Baltimore, Maryland-based retirement plan consulting firm, effective August 1, 2010.
Perspective: Sweaty Palms and Constricted Throats (part 2)
When the IRS points out retirement plan mistakes, avoid the ‘flight or fight’ urge
BofA Merrill Lynch Hires Head of Personal Retirement Services
David Tyrie is joining Bank of America Merrill Lynch to lead Personal Retirement Solutions.
Black Diamond Hires Director of Client Service
Black Diamond Performance Reporting announced that RIA industry veteran, Nancy Ma-Apfel, has joined the firm as Director of Client Service.
Americans Tapped into Savings to Get By during Downturn
A new Hartford Financial Services Group survey found that 27% of Americans have had to take withdrawals from savings, investment, or retirement accounts to get by.
Genworth Adds Eaton Vance as Portfolio Strategist
Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, Inc., has added Eaton Vance as a Portfolio Strategist for client accounts.
CPI to Offer Symetra Daily Value Fixed Account
Symetra Life Insurance Company announced its Daily Value Fixed Account (Daily Value) feature for retirement plans is now available on the CPI Qualified Plan Consultants, Inc., retirement program...
EBSA Unveils Online ERISA Exemption Index
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has launched an online index for locating individual exemptions granted under the Employee Retirement Income Security Act (ERISA). ...
Doll Says No Boom but Better Investing Conditions in Next Decade
The investing environment for the next 10 years won’t match the boom conditions of the 1980s and 1990s, but will be much better than that of the decade...
DB Funding Relief Great but Temporary
Defined benefit sponsors have the potential to receive billions of dollars in temporary pension funding relief as a result of legislation signed into law last month, according to...
Invesco PowerShares Selects New Index for Bond Fund
Invesco PowerShares announced that effective August 2, 2010, the PowerShares High Yield Corporate Bond Portfolio (PHB) began tracking the RAFI High Yield Bond Index and was renamed the...
IMHO: "Wrong" Headed?
In this as, perhaps, many professional endeavors, it seems that the more you know, the more you know you don’t know.
Mets Management Beaned by 401(k) Suit
The owner of the New York Mets has been sued for the role he allegedly played in wiping out a participant’s 401(k) account.
DoL Says no Extension to Form 5500 Deadline
The Department of Labor has decided not to grant a blanket extension for filers of Form 5500 and Form 5500-SF.