Search results for: a
Participants More ‘Into’ Retirement Savings
MassMutual's Retirement Services Division released data indicating that participants in its retirement plans are taking a calmer, longer-term approach to their retirement saving plans.
RPAG Expands into Nonqualified Arena with New Hire
Retirement Plan Advisory Group (RPAG) has recruited David W. Stecher as national practice leader for Executive Benefits Consulting.
LPL Names Bruton Head of Hybrid RIA Platform
LPL Financial Corporation said that Derek Bruton, executive vice president and national sales manager, has assumed oversight of the company's Hybrid RIA platform.
Guardian Investment Products Available for Cash Balance Plans
The Guardian Insurance & Annuity Company, Inc., announced that two of its group retirement products can now be used to fund cash balance plans.
Americans Aware They Need to Improve Retirement Saving
Most Americans (58%) said they have a gap in their retirement savings, according to a recent survey.
Deutsche Bank Forms Two Investment Boutiques
Deutsche Asset Management (DeAM), Deutsche Bank’s global asset management business, has announced the formation of two independent investment boutiques.
Putnam Introduces Retirement Income Calculator
Putnam Investments has introduced a new online tool and Web site to help retirement plan participants determine how much monthly retirement income their savings will allow for.
VALIC Selected as 403(b) Provider by University of Alabama System
VALIC has been selected by the University of Alabama System (UAS) as a 403(b) plan provider for its more than 19,000 faculty and staff members.
Americans Say Fiscal Fitness Harder to Attain than Physical Fitness
A recent survey for Union Bank found 90% of Americans agree that financial stress can affect one's health.
The Principal Releases Guide Based on 10 Best Companies
A new guide from The Principal shows how 10 companies protected their financial security during the economic downturn by helping protect the financial security of employees.
Workers Open to Automatic Features in Retirement Plans
Most American workers feel unprepared for retirement and are open to making changes to retirement plans, such as implementing automatic features, according to a new survey by Prudential...
PLANSPONSOR Announces Finalists for Retirement Plan Adviser and Adviser Team of the Year Awards
PLANSPONSOR, an Asset International company, has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.
White House Unveils Retirement Initiatives
The Obama Administration on Monday released retirement initiatives, including establishing automatic individual retirement accounts (IRAs), simplifying and expanding the Saver's Credit, and updating 401(k) regulations to increase transparency.
US Retirement Partners Adds Specialized Plan Provider to 403(b) Network
U.S. Retirement Partners has acquired a specialized plan firm in Florida for its national network of 403(b) benefits providers serving the K-12 market segment.
Fidelity Alum to Head New York Life Retirement Plan Services
New York Life Investments has announced that Drew Lawton will replace Don Salama as head of New York Life Retirement Plan Services (RPS).
ftwilliam.com Announces EFAST2 Form 5500 Software
Employee benefits software provider ftwilliam.com has released its EFAST2 Form 5500 software.
Sustainable Asset Management Hires North American Leader
Sustainable Asset Management (SAM), a global provider of sustainability investing and the co-developer of the Dow Jones Sustainability Indexes, has hired Neil Johnson to lead its North American...
Former Morgan Stanley Adviser Agrees to $80K SEC Settlement
A former Morgan Stanley institutional financial adviser has settled Securities and Exchange Commission (SEC) charges of securities law violations for not properly disclosing his conflicts of interest.
Westminster Consulting Hires Consultant in New England
Westminster Consulting, the ERISA/Fiduciary Consulting business unit of Westminster Financial, LLC, has hired Eric Grimes to the position of senior consultant.
USI Consulting Names President of USI Advisors
USI Consulting Group has promoted Kenneth Hyne to Investment Advisory Services practice leader and president of USI Advisors, Inc.