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Merrill Program Helps Workers Save for Retirement
The Merrill Lynch Retirement Group has introduced a new communication program, Achieve Life, for workers in employer-sponsored retirement plans.
The Plot to Kill the 401(k)
PLANADVISER and sister publication PLANSPONSOR Editor-in-Chief Nevin Adams was interviewed on Fox Business this past Monday.
Motorola Freezes Pension, Suspends 401(k) Match
Motorola announced Wednesday it is freezing its defined benefit pension plan on March 1 and suspending its 401(k) plan match on January 1.
Citi-Smith Barney Spawns New Advisory Shop
Stanford Financial Group announced the formation of Stanford Institutional Consulting, a new business group within its global network of financial services companies.
Asset Managers Bullish about U.S. Equity Markets
The latest Investment Manager Outlook from Russell Investments finds that half of the managers surveyed believe the U.S. equity markets are going to rise 10% or more in...
401(k) Assets in Stable Value Reach Historical High
By the end of the November, the allocation of 401(k) assets to stable value was at a historical high as 401(k) participants continued to transfer out of equities...
Dollar Says Reinstating Match “Right Thing to Do″
Dollar Thrifty Automotive Group, Inc., announced that it will reinstate the company match contribution to its 401(k) plan for employees in 2009.
Great-West Retirement Appoints Two Regional Sales Directors
Great-West Retirement Services has appointed Jason Fewell and Rob Hamilton as regional sales directors for its 401(k) business.
MassMutual Names Smiley for Retirement Marketing Post
MassMutual announced E. Heather Smiley will be vice president, marketing communications, in its Retirement Services Division.
John Hancock LTC Improves Web Site For Advisers
John Hancock Long-Term Care (LTC) Insurance spruced up its producer website to make it more usable for advisers.
What Advisers Want
Among other things, advisers want customization across adviser business segments from wholesalers, according to asset management consulting firm kasina.
Klein Decisions Releases Client Profiling Tool
Klein Decisions, LLC, released K4 Portfolio Selection, the latest in Klein’s suite of online investment decision tools.
Pension, RMD Relief Waits President's Signature
Now that the House and Senate have both, by unanimous consent, approved pension relief, the question is: Will the president sign it?
The Top Wealth Management Trends for 2009
Retirement plan advisers, like the adviser industry as a whole, will be driven by regulatory trends and see a move toward fee-based compensation, according to TowerGroup.
Curian Capital Introduces Income-Focused Strategies
Curian Capital, LLC, said it has expanded its Custom Style Portfolios to include two income-focused strategiesâ€″one based on equities and the other on fixed-incomeâ€″aimed at retirees.
Fidelity Reports Success, Enhancements of HybridOne
Fidelity Investments introduced single sign-on and referral program features to its HybridOne offering for dually registered advisers.
IMHO: The Gift of Time
My eldest has been carrying a heavier than “recommended″ class load this semester.
IMHO: The Gift of Time
My eldest has been carrying a heavier than “recommended″ class load this semester.
Former Fidelity Traders Settle Gift Scandal
The Securities and Exchange Commission (SEC) said eight former employees of Fidelity Investments’ equity trading desk will collectively pay more than $1 million to settle SEC charges for...