Search results for: a

Wells Fargo has selected WySTAR to be the defined contribution recordkeeping system and OmniDBEN as the defined benefit administration system for its institutional clients.

There’s been a lot of talk of late about so-called ‘Ponzi schemes’ like the $50 billion one perpetrated on investors by Bernie Madoff.

ING has rolled out a Web site aimed at letting retirement savers see if they are "keeping up with the Joneses" when it comes to their financial habits.

A new survey by two workplace benefits groups found 74% of participating firms haven’t changed their 401(k) match.

Strategic Insight published an in-depth report containing detailed information on standalone living benefits (SALBs) based on proprietary document research and extensive interviews.

McLean Wealth Advisors launched a fee-based platform, supported by FundQuest, for their investment services business.

Self-directed investors are more likely to allocate more of their portfolios to exchange-traded funds (ETFs) than adviser-directed investors.

Market depreciation is the top reason for clients’ retirement savings to be off-target, independent advisers reported.

Janus Capital Group Inc. announced that the Janus Adviser Series fund (JAD) trust will be merged into the Janus Investment Fund (JIF) trust.

Fiduciary Benchmarks, Inc. has launched a data portal designed to provide an adviser, consultant, recordkeeper, other service provider or fiduciary with customized plan benchmarking reports.

MassMutual's Retirement Services Division announced it is kicking off an enhanced model for its TPA Alliance business on March 31.

A new survey finds less than a third of retirement plan fiduciaries report a clear chain of authority for their plan’s governance committee.

Morningstar released the 2009 update to its Morningstar Principia Presentations and Education software with information designed to help advisers better educate participants about the faltering economy.

Law firm Seyfarth Shaw announced the expansion of its Employee Benefits&Executive Compensation department with the addition of nine attorneys and staff from the firm of Epstein, Becker&Green, P.C.

The Callan DC Index declined 15.5% in the fourth quarter for a total loss of more than 28% for the year.

Equity Administration Solutions, Inc. (EASi), an independent stock plan management software company, released the first of three planned releases for 2009.

Almost of half of respondents to a new survey would prefer to stop paying into the Social Security system—even if it meant giving up their own benefits.

Russell Investments launched a Web site called Helping Advisors to provide financial advisers with tools designed to help keep their clients and businesses on track in the current...

The 7Twelve Balanced Portfolio offers a new way to look at benchmarking balanced funds.

The Federal Reserve System's Board of Governors amended Regulation Z to exempt most retirement plan loans from the disclosure requirement of the federal Truth-in-Lending Act.