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More than Half of Plans Offer Advice
The Profit Sharing/401k Council of America (PSCA) found the number of sponsors offering investment advice is on the rise.
FPA Offers College Cost-Comparison Tool
The Financial Planning Association (FPA) said it unveiled a tool to help financial planners guide families to smart college choices.
J.P. Morgan Launches B/D Lock Solution for DR Activity
J.P. Morgan’s Depositary Receipts (DR) Group announced the launch of its Issuance & Cancellation (I&C) Lock, a solution allowing broker/dealer clients to purchase a contract that establishes a...
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Hidden Agenda?
Small-plan 401(k) lawsuit targets three providers over allegations of excessive fees and inadequate disclosure
fiduciary fitness
Proceed with Caution
A sometimes overlooked provision applies when terminating 401(k) plans
dean's list
“Right” Minded
One of the most common—and consistent—inquiries I receive (via e-mail, anyway) is from readers looking for help in choosing a plan provider.
sales champ
Selling Recovery
With participants’ initial panic over, advisers can help them bring their accounts back to life and get back on track in the downturn’s wake
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
chalk talk
The Value of Difference
No one business model is “the best”; everyone thrives by virtue of being different
Long-Term 401(k) Balances Up Despite Recession
After rising for five years, the average 401(k) retirement account fell 24.3% in 2008, according to an analysis of participants in the Employee Benefit Research Institute/Investment Company Institute...
Putnam To Focus More on RIAs
Putnam Investments has announced two senior appointments within its Global Distribution team.
ING Enhances Support for TPA Partners
ING U.S. Retirement Services has rolled out a number of new initiatives to enhance support to its third-party administrator (TPA) partners.
Leaders are Made, Not Born
A new study supports the idea that parents can raise their kids to be leaders.
TD AMERITRADE Rolls Out Small-Business Retirement Tools
Small-business owners now have a new place to go for information about retirement planning.
'Retirement Plan' Is to Work Longer
Most Americans plan to work as long as they can, and are investing their retirement money without the help of a financial adviser, a Bankrate survey found.