Search results for: a
Progressive Benefit Solutions Named to Benefit Advisors Network
Benefit Advisors Network, a national network of independent benefit advisory and consulting companies, has named Raleigh, North Carolina’s Progressive Benefit Solutions (PBS) as its newest member.
Vanguard Morgan Growth Fund Adds Two Advisers
The board of trustees of Vanguard Morgan Growth Fund has named two new firms to the fund’s investment advisory team.
Former Schwab Exec to Lead Fidelity Institutional Platform Business
Fidelity Investments named Charles Goldman, former executive vice president and head of Schwab Institutional, as president of Institutional Platforms for Fidelity Institutional Products Group.
Putnam Names New Head of Equity Trading
Putnam Investments announced that Daniel C. Farrell has joined the company as its head of Equity Trading.
Regulators Unveil 2008 Form 5500
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), the Internal Revenue Service and the Pension Benefit Guaranty Corp released advance copies of the 2008 Form 5500...
EBSA Explains Plan Official Bonding Requirements
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) released guidance about fidelity bonding requirements.
Nuveen Snaps Up Investment Boutique
Nuveen Investments has announced an agreement to acquire Winslow Capital Management.
School Employees Protest against 403(b) Vendor Limits
Similar to the protests in New York, teachers in Newport News, Virginia, are pushing back against their administration's efforts to limit their choice of 403(b) plan vendors.
Northern Trust Enhances Consultant Reporting
Northern Trust has launched a customized reporting solution exclusively for investment consultants.
Participants Haven’t Shunned 401(k)s
A Hewitt Associates analysis shows that even while 401(k) participants are feeling the effects of a down market, they are continuing to invest for retirement through their 401(k)...
The Hartford Restructures Employer Markets Group
The Hartford Financial Services Group, Inc., announced a new organizational structure for its Employer Markets Group (EMG).
Layoffs, Bonus Cuts Part of Morphing Asset Management Industry
If expenses are not cut significantly, asset management profits face a serious decline, and the largest sources of potential expense reduction are incentive pools and headcount, according to...
To 2028: The Boomer Odyssey
As the global economy evolves, so is the financial outlook for Baby Boomers.
AUL, Goldleaf Partners Help Advisers Grow 403(b) Business
The employees of the Retirement Services division at American United Life Insurance Company (AUL), a OneAmerica company, have teamed up with Goldleaf Partners to launch an exclusive program...
More Sponsors Turning to Advisers
Even before the current market turmoil, plan sponsors were increasingly inclined to bring in some expert help.
MetLife Offers Two ETF Asset Allocation Funds
MetLife announced that State Street Global Advisors (SSgA) will subadvise two tactical asset allocation portfolios investing primarily in exchange-traded funds (ETFs).
Wal-Mart Captures Excessive Fee Suit Victory
A federal judge handed retail giant Wal-Mart Stores a resounding legal victory by swatting away a participant’s excessive fee lawsuit.
Impact Launches PlanLab News
Impact Technologies Group, Inc. (Impact), a provider of financial software and services, launched PlanLab News, an online news site.
Expect Changes in Asset Management Distribution Strategy
Some aset management firms are looking to reduce their distribution teams but expand their territories, according to research from kasina.