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Fidelity Ups International Equity Exposure in Target-Dates
Fidelity Investments is increasing the international equity exposure and adding Treasury Inflation-Protected Securities to its lifecycle funds.
Lord Abbett Exits Small-401(k) Market
Jersey City, New Jersey-based investment management firm Lord, Abbett & Co. announced Wednesday it is getting out of the small-401(k) market to concentrate on its defined contribution investment-only...
Automatic Enrollment, Target-Date Funds Still Hot Topics
Nearly half (47%) of employers are now automatically enrolling participants into a retirement plan and another third are seriously considering it, a new survey found.
Hartford Unveils Fixed-Income Education Materials
The Hartford has released a new package of educational materials designed to help advisers teach clients about the finer points of fixed-income diversification.
Investors Need Adviser Help to Navigate
Financial advisers might have significant opportunity helping Americans figure out where their investments are and where they need to go, a Hartford poll suggests.
Prudential Retirement, MullinTBG Meld Platforms
A new partnership between Prudential Retirement and MullinTBG should allow sponsors and advisers to better handle qualified and nonqualified programs, according to a news release.
Options Site Adds Tool to Find Advisers
The Web site myStockOptions.com can serve as a resource for advisers seeking clients with stock compensation and referrals from other professionals.
SEC Plans Deeper Probe of BofA-Merrill Merger
Federal securities regulators said they will take the opportunity of pre-trial fact-finding in their existing case against the Bank of America (BofA) to see if any additional charges...
Henry Named as LIMRA Executive
Paul Steven Henry has been tapped as managing director of Retirement Services for LIMRA, the Connecticut-based insurance and financial services marketing organization.
iShares 529 Launches Adviser Tools
iShares and Barclays Global Investors launched new adviser-focused 529 plan tools, including a comparison calculator.
Putnam Integrates Absolute Return Strategies with Lifecycle Suite
Putnam Investments has developed what the firm calls the first suite of target-date funds that integrate target absolute return strategies with traditional mutual funds.
Morningstar Rolls out Morningstar Direct Enhancements
Morningstar, Inc., has launched the latest version of Morningstar Direct, a Web-based platform that connects institutional investment professionals to Morningstar's universe of investment research and data.
FTSE Launches Currency Forward Rate Bias Indexes
Index provider FTSE Group (FTSE) and Record Currency Management, a specialist currency investment manager, have launched the first set of indexes within the new FTSE Currency Forward Rate...
DC Sponsors Confront Risk Issues
Forty-two percent of corporate finance executives said they are very likely to limit high-risk investments for their defined contribution plans, according to a poll by CFO Research Services...
T. Rowe Redesigns Site for FAs
T. Rowe Price now boasts an enhanced Web site for financial intermediaries.
IMHO: Under New Management
Sitting in the audience at the ASPPA/DoL Speaks conference last week, I was reminded just how disruptive it can be to have a new boss.
EBSA Sets Out Carrot, Stick Agenda
When it comes to employee benefit plans, there’s a new sheriff in town.
IRS Site Helps Employers Navigate Retirement Plan Waters
Small-business employers looking for basic guidance about the array of workplace retirement plans from which they can choose can now get their questions answered at a new federal...
DoL Set to Drop Investment Advice Regulations
The Department of Labor is killing the final 401(k) investment advice rule under the Pension Protection Act, according to news reports.
The Hartford Appoints Leader for Government Plan Sales
The Hartford Financial Services Group, Inc., has appointed Mark Scalercio as national sales manager for government-sponsored retirement plans in the Retirement Plans Group.