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Cornelio Tapped for Lincoln DC Post
Charles C. Cornelio, who most recently served as chief administrative officer of Lincoln Financial, has been named president of Lincoln’s Defined Contribution business, effective immediately.
FaithShares Launches ETFs Addressing Religious Values
FaithShares Trust has launched what it says are "the first three exchange-traded funds (ETFs) addressing the investment needs of Christian investors."
Investors Want More Info before Roth Conversion
TD AMERITRADE said its recent survey found there is no mad dash by investors to convert retirement savings to a Roth IRA when a new rule becomes effective...
Study: RIAs Still Selling amid Downturn
Merger and acquisitions (M&A) among registered investment advisory (RIA) firms has slowed, but firms are poised for resurgence, according to a new industry study.
RIAs Pump up Client Efforts
Nearly half of registered investment advisers (RIAs) reported gaining clients and improving client satisfaction in the last year, according to the latest study of how RIAs fared during...
Scottrade Expands Mutual Funds Offering
Scottrade now touts a larger selection of institutional class mutual funds for registered investment advisers (RIA) to choose from.
EBSA: Fee Disclosure Regs Coming
The head of the Department of Labor's Employee Benefits Security Administration (EBSA) said today that the agency plans to release its long-awaited regulation dealing with providers’ fee disclosure...
Another Record-Setting Year for ETFs?
2009 could be another record-setting year for exchange-traded funds (ETFs), according to a new report.
Yellow Pages Publisher Faces Stock-Drop Suit
R.H. Donnelley Corp., publisher of the Yellow Pages, is facing a lawsuit brought by 401(k) plan participants who claim the company should have discontinued offering company stock as...
Bond Mutual Funds On Track for Record Inflows in 2009
Looks like bonds are back—and in a big way.
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Finding a Pulse
Depending on what you read—or which investment account you look at—the U.S. economy seems to be working its way back to life.
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Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Majority of 403(b) Providers Use SPARK's Data-Sharing Best Practices
The majority of of 403(b) plan service providers responding to a recent SPARK Institute survey said they are already adhering to, or intend to adhere to, the institute’s...
U.S. Sugar Agrees to $16M-Settlement of ERISA Claims
Clewiston, Florida-based U.S. Sugar has agreed to pay $15.9 million to settle a breach of fiduciary duty lawsuit brought by 4,000 current and former employees, BLR reported.
DoL Set to Issue Annuity Project RFI
In implementing its newly announced initiative to see how it can best facilitate the use of lifetime income investment vehicles in retirement plans, the U.S. Department of Labor...
Gen Y Says Current Bills More Important than Retirement
Some 47% of polled Gen Y employees with an employer-sponsored retirement savings program said retirement savings has to take a back seat to funding everyday costs, such as...
November Sees Record High ETF Assets
According to the latest ETF Snapshot report by State Street Global Advisers (SSgA), as of November 30, assets in the U.S. exchange-traded fund industry totaled approximately $739 billion,...
Old Mutual Lists Emerging Markets ETF
Old Mutual Global Index Trackers (OMGxT) has listed GlobalShares FTSE Emerging Markets Fund (NYSE:GSR) on the NYSE.
Most Sponsors Kept Up Contributions during Downturn
More than three-fourths of surveyed plan sponsors of a defined contribution plan continued their matching company contributions during the economic downturn.