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MetLife Enhances Enrollment Materials
MetLife has intrduced its online Open Enrollment Toolbox.
April Fund Flows Total $126B
Investors pumped $126 billion into equity/mixed, bond, and other long-term mutual funds in April on a net basis.
Pershing Offers RIAs Guidance about Hiring Breakaway Advisers
Pershing Advisor Solutions LLC, a BNY Mellon company, has made available a new study for registered investment adviser (RIA) firms.
Non-Health Factors Could Drive Early Retirement
Poor health is the top reason why workers decide to take early retirement, but factors such as high work pressure and low job satisfaction also play a role.
OppenheimerFunds Launches New Tools for Advisers and Sponsors
OppenheimerFunds Retirement Services announced new tools to help plan sponsors and financial advisers "navigate the changing regulatory landscape."
Russell Announces Index Changes
Russell Investments has posted its official lists of companies that are set to join or leave the broad-market Russell 3000 Index when its U.S. equity indexes are reconstituted...
ICMA-RC to Offer New Retirement Income Product
ICMA-RC has announced a new retirement income solution for state and local government employees.
Schwab Cuts ETF Expense Ratios
Charles Schwab has slashed operating expense ratios on six of eight Schwab ETFs.
Ascensus Releases Enrollment Mailer
Ascensus has unveiled a mailer that simplifies the enrollment process.
Putnam to Launch Multi-Cap Equity Funds
Putnam Investments will be launching a suite of three U.S. multi-cap equity funds, available by late September 2010.
American Portfolios Announces Executive Appointment
Joseph B. (Joby) Gruber has been named president of national sales and marketing for American Portfolios Financial Services (APFS).
IMHO: “Going” Concerns
“When the going gets tough, the tough get going,” or so goes the old saying.
Fee Disclosure Not in Senate Tax Extenders Bill
Some of the pension changes incorporated in pending legislation in the House may not make it to the Senate version.
Demographics a Factor in Retirement Income Sources
Gender, marital status, age, education, and other demographic variables have a significant impact on the likelihood of a worker receiving a retirement annuity and/or employment-based pension income in...
LTCI Marketing System for Advisers Introduced
Corporate Compensation Plans, Inc. (CCP) and Harley Gordon, an attorney and authority on long-term care financing, have introduced the CLTC-WealthSecure System, a long-term care insurance marketing systems for...
Nationwide Creates Team to Support Fee-Based Advisers
Nationwide Financial Services, Inc. has created a specialized sales team to provide retirement income solutions for fee-based advisers.
SageView Adds to Irvine Office
SageView Advisory Group has hired Tracy Thomas as a Senior Client Relationship Manager in its Irvine, California office.
Court Moves Forward Claims of Defaulted Participant
A federal court judge has refused to dismiss claims by a 401(k) participant that plan fiduciaries breached their duties when they transferred his accounts into a new default...
The Retirement Advantage Acquires Benefits Consulting Group
The Retirement Advantage, Inc. (TRA) announced the acquisition of Benefits Consulting Group, LLC (BCG) of Holyoke, Massachusetts.
$13B Yanked from Mutual Funds in May
Investors responded to worrisome economic events in May by yanking $13.2 billion from equity funds.