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EPIC Leaps into 403(b) Plan Market
EPIC Advisors, Inc. will now deliver its suite of products and services to the 403(b) retirement plan market.
Alliance Benefit Group Launches Video Enrollment System
Alliance Benefit Group, LLC, announced the launch of a version of SmartPlan 401, an interactive video-based education and enrollment system designed to engage employees.
Providing Guaranteed Income Is Top Priority for Americans
A Transamerica Retirement Survey reveals that Americans want the next President and Congress to focus on guaranteeing retirement income.
Matrix Distributes Participant Education Materials
Matrix Communications Technologies announced the rollout of three retirement plan education products.
EBRI: Participation Rates See Increases
Workplace retirement plans enjoyed an across-the-board participation hike in 2007—the first such increase since 1998.
Bellatore Financial Acquires Advisor Partners
Bellatore Financial, Inc. announced it will acquire Advisor Partners, LLC, as a wholly owned subsidiary.
Advisers Think Bailout Will Work, Survey Says
The majority of advisers in a recent survey expect the government’s rescue plan for Wall Street to help the market rise.
Scientific 'Notations'
Did you know fleas that live on a dog can jump higher than fleas that live on a cat?
Employer Plan Participation Rates Indicate Retirement Crisis
A report from the AARP Public Policy Institute suggests inadequate legs on the three-legged stool for retirement savings will mean a bleak retirement for many.
DoL Sues Firm for Abandoning Plan without Distributing Assets
The U.S. Department of Labor sued the now-defunct People Unlimited Consulting Inc. and two of its executives for violating the Employee Retirement Income Security Act (ERISA).
Treasury Extends Money-Market Guarantee Program
The U.S. Treasury Department announced Wednesday a technical correction that will permit additional money market funds to participate in its Temporary Money Market Fund Guarantee Program.
Nationwide Unveils Retirement Clear Advantage
Nationwide Retirement Plans announced the launch of its Retirement Clear Advantage, a retirement plan product featuring fee disclosure and institutional class mutual funds.
New Partnership Offers ETF Managed Account Portfolios
New Frontier, a Boston-based research and investment advisory firm, partnered with FundQuest to offer exchange-traded fund (ETF) managed account portfolios to financial advisers.
401kDIRECT Unveils New Plan Offering
401kDIRECT scheduled an October 15 launch for its 401kDIRECT MAX Plan to be available for advisers, administrators, and plan sponsors.
Fidelity, Vanguard, T. Rowe To Use Treasury Guarantee
Fidelity Investments, Vanguard Group, and T. Rowe Price Group all said they will join the U.S. Treasury Department's guarantee program for money market funds.
Executor’s Resource Launches Estate Web Tool
Executor’s Resource launched EstateLogic, an estate and legacy preparation Web offering.
Hartford To Participate in Money Market Guarantee Program
The Hartford Mutual Funds decided to participate in the new Money Market Fund Guaranty Program from the U.S. Treasury.
Congress Considers Market Impact on Retirement Security
While participants (and their plan sponsors and advisers) nervously contemplated the impact of the market tumult on their retirement savings, Congress held a hearing on the subject.
Securian Offers Participant Education To Eliminate Debt
Securian Retirement is offering a plan participant education program focused on helping participants reduce debt and boost retirement savings.
Trust Builders Releases Distribution Strategy for Retirement Income
Trust Builders, Inc., provider of educational solutions for retirement planning, made available a distribution strategy utilizing tax management to extend retirement income.