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Austin Asset Manager Launches 401(k) Division
Richard P. Slaughter Associates, an Austin, Texas-based wealth management firm, has launched a new division that will provide 401(k) services to small and mid-sized companies.
Law Office Investigating Schweitzer-Mauduit International Retirement Plan
The law office of Brodsky & Smith, LLC, announced it is investigating the investment of Schweitzer-Mauduit International, Inc., retirement plan participants' and beneficiaries' assets in company stock.
LGBT Boomers Cite Additional Retirement Fears
In addition to the financial concerns of retirement, lesbian, gay, bisexual, and transgender (LGBT) Baby Boomers have fears of discrimination and dependency on others for care, according to...
The Standard Adds to Retirement Plan Sales Team
The Standard has announced the appointment of four new pension consultants to its Retirement Plans Sales team.
Unum Offers Benefits Education in Spanish
Unum has released a new series of educational videos to help Spanish-speaking customers learn about its employee benefits products and services.
Web Database Offers 401(k) Provider Information for Plan Advisers
A new service called 401(k) Rekon aggregates and lists resources offered to financial advisers by 401(k) plan providers.
A Little 'Madness' Can Boost Morale
It seems there are plenty of bosses who might not mind if you watch some NCAA March Madness in the office.
Seniors Say Short is Sweet with Investment Prospectuses
When it comes to reading, most affluent seniors don’t want to snuggle up with a lengthy description of their investments, a new survey suggests.
Fidelity Institutional Centralizes Services to Advisers
Fidelity Investments has created a Client Experience organization within its institutional division in order to meet the “evolving demands” of independent advisers, broker/dealers, traders, and family offices.
Target-Date CTFs Taking Hold in the DC Market
Collective trust funds (CTFs) are experiencing a renewed interest over the last few years in the defined contribution landscape, according to the latest retirement-focused research from Cerulli Associates.
Schwab Sees More Rolling Into IRAs
Data from Charles Schwab shows that more people are rolling 401(k) savings into an individual retirement account (IRA) when leaving a job.
Fund Managers Shifting Focus Away from Europe
Investors have recovered their bullishness towards equity markets, but are shifting their focus away from Europe and into the U.S. and Japan, according to the BofA Merrill Lynch...
Recession Causes Confusion over How to Save for Retirement
A COUNTRY Financial survey revealed that 41% of respondents are more confused about how to save for retirement after the recession.
Vanguard Adds Actively Managed Stock Fund
Vanguard is adding to its family of 30 actively managed stock funds the Vanguard Explorer Value Fund, which focuses primarily on stocks of small and medium-sized U.S. companies.
Callan Enhances Performance Evaluation Program
Callan Associates’ Performance Evaluation Program (PEP) has new features and data in its reporting platform.
Consultancy Expands with Fiduciary Fitness Review
An Illinois-based retirement plan consulting firm has introduced a Fiduciary Fitness Review for plan sponsors.
Mutual of Omaha Rolls Out Income Option
Retirement plan advisers looking to help participants (and plan sponsors) find a retirement income solution have another option to consider.
Paychex Opens Services to Fee-Based Advisers
Fee-based retirement advisers can now work with Paychex Retirement Services, which previously only worked with commission-based advisers.
Senate Passes Bill to Expand 401(k) Roth Access, But…
A legislative amendment could make it easier for participants to do a Roth conversion within a 401(k) plan – but not for as many as you might have...
ETFs Rebound from Bad Start in 2010
After steep outflows of roughly $16.7 billion in January, exchange-traded funds attracted net inflows of more than $4.6 billion in February, according to the Morningstar Direct Fund Flows...