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DWS Investments Offers Fee Report
DWS Investments - Americas, the U.S. retail unit of Deutsche Bank's Asset Management division, unveiled the DWS Fee Transparency Report.
John Hancock Releases Retail Variable Annuity
John Hancock launched AnnuityNote, which the company said is designed to bring "guaranteed income to a broader market beyond the reach of traditional variable annuities."
Transamerica Offers Plan Administration Support
Transamerica Retirement Services announced a new service, Plan Administration Service Support (PASS), which gives plan sponsors the opportunity to delegate day-to-day plan administration responsibilities to Transamerica.
NRP Adds 9 More Firms
National Retirement Partners, Inc. (NRP), announced that nine practices have recently joined its network of independent, retirement-focused advisory firms.
AUL Appoints Haber to LA Sales Post
The Retirement Services division at American United Life Insurance Company (AUL) announced the appointment of Mitchell Haber as a regional sales director in the Los Angeles-based regional retirement...
DIA Introduces DB Resource Guide for Advisers
Diversified Investment Advisors, Inc., introduced the Managed DB Financial Advisor Resource Guide to assist retirement plan advisers in their efforts to meet the retirement program needs of defined...
Federated Investors Acquiring Two Touchstone Mutual Funds
Federated Investors, Inc., announced a definitive agreement with Touchstone Advisors, Inc. under which Federated will acquire certain assets related to the management of Touchstone Value Opportunities Fund and...
Court Finds 401(k) Loan Not a “Necessary Expense″
The repayment of a 401(k) loan may be a real debt obligation, but it’s not a “necessary expense″ for bankruptcy purposes, according to a recent court decision.
IMHO: Clock Work?
In recent weeks, those favoring a government solution to the issue of retirement security/savings have championed the soundness of Social Security.
IMHO: Clock Work?
In recent weeks, those favoring a government solution to the issue of retirement security/savings have championed the soundness of Social Security.
Thrive Helps Advisers Build Retirement Income Planning Practice
Thrive Income Distribution System, LLC, in partnership with the Retirement Income Solutions Enterprise (RISE), has launched a turnkey planning and selling system designed to help advisers grow a...
Older Workers Plan Retirement Delay
As the recession has taken a heavy toll on many retirement nest eggs, just more than half of working adults ages 50 to 64 said they may delay...
ftwilliam.com Offers Sample Amendment for Suspending Safe Harbor Contributions
A sample plan amendment to suspend safe harbor non-elective contributions was released by ftwilliam.com, a plan document, government forms, and administration software provider.
Hartford Provides College Savings Tools
The Hartford introduced the SMART529 Education Planner, which features a database of annual costs, updated bi-annually, for approximately 3,800 colleges and universities.
EBRI: Target-Date Glide Paths Should Match Plan Demographics
A study by the Employee Benefit Research Institute (EBRI) found plan demographics affect individual participant contribution rates and target-date fund investment choices by participants.
Principal Adds Educational Guides to Retirement Income Edge Program
Principal Financial Group released more educational guides about retirement income for financial advisers.
New York Life Offers Advice Service for Taft-Hartley Plans
New York Life Retirement Plan Services introduced a tailored advice service designed specifically for union clients and their members.
Morningstar to Launch Target-Date Ratings, Research
Morningstar, Inc., said it will offer ratings and in-depth research reports for target-date fund series.
Milberg Announces Puerto Rican Bank ERISA Probe
The Milberg law firm announced an investigation into possible violations of the Employee Retirement Income Security Act (ERISA) by Popular Inc. U.S.A., a San Juan, Puerto Rico-based financial...
Matrix Launches Adviser Training Program
Matrix Financial Solutions, Inc., announced the launch of its Matrix U program.