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MassMutual Offers a Hand to 403(b) Clients
MassMutual Retirement Services Division is reaching out to its existing 403(b) plan sponsor clients and their advisers to offer step-by-step support for getting into compliance with new 403(b)...
401(k) Participants More Likely to Use Advisers than 403(b) Participants
Slightly more than half (48%) of 401(k) have a financial adviser, according to a report from Spectrem Group.
MassMutual Offers 403(b) WebEx Session
MassMutual will present a one-hour WebEx session Thursday and next week for its clients.
Buy and Hold Strategy Can Pay Off
If advisers can convince their clients to stay in the market, investors might find it pays off.
Guaranteed Income Wrappers Pose Challenge, Opportunity
Will guaranteed income wrappers for managed accounts gain widespread acceptance among fee-based advisers?
Mutual Funds See July Asset Falloff
Stock and bond funds experienced net outflows of $3.9 billion in July, according to Finance Research Corporation (FRC) data.
The Rising Price of Processing Managed Account Fees
TowerGroup research says managed account sponsors should consider new managed account fee solutions that can help the adviser manage clients more effectively.
Fees Now Top Reason to Switch Providers
Spectrem Group announced that for the first time since it began tracking data in 1989, fees ranked as the number one reason defined contribution plan sponsors switch providers.
Claymore Takes to the High Seas with Shipping ETF
ETF provider Claymore Securities, Inc., unveiled the Claymore/Delta Global Shipping Index ETF available on the New York Stock Exchange (NYSE).
Schwab Online Tool Provides Generational Comparisons
An online survey tool created by Charles Schwab&Co., Inc., will let you compare your retirement preparations with others of your generation.
A Little Change: Will it Do You Good?
How well your clients can handle change is going to affect how they should prepare for retirement.
IMHO: Irreconcilable Differences
Last week, the Department of Labor took another step toward finishing another piece of unfinished business.
IMHO: Irreconcilable Differences
Last week, the Department of Labor took another step toward finishing another piece of unfinished business.
Appellate Panel Backs Staples Options Cutoff
The Staples office supply company has been cleared of wrongdoing in refusing to allow an ex-employee the right to exercise his stock options after he was fired for...
Employees Need More Stock Plan Education
New research from Fidelity says equity compensation plans encourage employee loyalty and productivity, but many employees are not reaping the rewards of this incentive due to lack of...
Target-Date Funds to Exceed $1T by 2012
Cerulli Associates estimates that target-date funds will grow to more than $1.1 trillion by 2012 from an estimated $277 billion at the end of 2008.
Lincoln Financial Advisers Appoints DiMonda for Ohio Growth
Lincoln Financial Advisors Corp. (LFA) said John R. DiMonda was named managing director for the North Central Ohio Regional Planning Group, effective immediately.
EBSA Clarifies Investment Advice Regulations
Two proposed regulations released Thursday from the Department of Labor (DoL) include a model for advisers to satisfy the fee disclosure requirement for independent retirement account (IRA) and...
Court Upholds Cash Balance Plan Designs
In a continuing trend of federal court rulings backing cash balance plans, the 9th U.S. Circuit Court of Appeals has ruled the plans do not discriminate against older...