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ING Wins Minnesota Retirement Plan Business
ING Institutional Plan Services Group will be the administrator for Minnesota's 457 deferred compensation plan.
IRS 403(b) Expert Joins VALIC
VALIC has hired Robert J. "Bob" Architect, formerly senior tax law specialist and 403(b) guidance author in the Internal Revenue Service's Employee Plans Division, as vice president of...
ETFs See Healthy Asset Gain
Last year was kind to the exchange-traded-funds (ETFs) market, with a whopping 45% jump in assets over the year to $775.8 billion as of December 31, according to...
Guardian Kicks off TPA Awards Effort
The Guardian Insurance & Annuity Company, Inc. (GIAC), is initiating an enhanced awards program for third-party administrators (TPAs) whose clients utilize The Guardian Choice and The Guardian Advantage...
Asset Dedication Hires Director of Advisor Solutions
Asset Dedication, LLC, a provider of asset allocation strategies for independent financial advisers, hired Tony Parkin to focus on developing its business within the adviser marketplace.
Judge Rejects New SEC Claims against BofA
A federal judge ruled the U.S. Securities and Exchange Commission (SEC) cannot add new claims to the current case related to Bank of America Corp.’s takeover of Merrill...
Report Finds Flaws in Target-Date Participant Assumptions
A new report says actual participant behavior is more varied and volatile than most target-date funds assume.
Winston & Strawn Adds ERISA Specialist in San Francisco
The Winston & Strawn law firm has added James P. Baker, a specialist in the Employee Retirement Income Security Act (ERISA), to its San Francisco office.
For One Group, Anyway, Economy Not Affecting Retirement Strategies
A new survey indicates that the economic downturn hasn’t done much to shake up the retirement plans of some women.
Social Networking Site for Advisers Says It’s FINRA-Compliant
The new social networking site linkedFA said it is the “first and only FINRA-compliant social networking site for financial professionals.”
Firm Offers Tools to Help Advisers Market to Affluent
Richard Weylman, Inc., a consultancy that helps financial businesses market to the affluent and wealthy, has launched The Weylman Center for Excellence in Practice Management, an online university...
FundQuest Selects Managed Portfolio Advisors as Overlay Manager for UMAs
Natixis Global Associates (NGA) said that Managed Portfolio Advisors (MPA) has been selected by FundQuest to provide overlay management services for its Advisor Directed Unified Managed Account (UMA)...
IMHO: Goals Oriented
As the New Year begins, we are often of a mind to think about making a fresh start.
Triumvirate Teams for Target-Date Offering
Three firms have combined forces to offer target-date and composite-based exchange-traded fund (ETF) models for qualified plans.
Newport Names Two Regional Directors
Robert Dolan and Steven Silverman have been tapped as regional directors of The Newport Group, the company announced.
EFAST2 Ready for Online Form 5500 Filings
Plan sponsors can now take full advantage of a new federal government system for online filing of the required annual report to the Employee Benefits Security Administration (EBSA)...
AXA Equitable Announces Leadership Roles
AXA Equitable Life Insurance Company has announced new executive appointments.
iShares Launches Municipal Bond ETFs
iShares announced that a suite of municipal bond exchange-traded funds (ETFs) with a planned end date began trading on the NYSE Arca.
Ohio Manufacturer Cuts 401(k) Match
With the prospect looming of the imposition of a federal medical device tax, an Elyria, Ohio, home-health products firm has suspended its 401(k) match and taken other cost-cutting...