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TIAA-CREF Releases 403(b) Plan Transaction Monitoring Tool
TIAA-CREF added another 403(b) offering by introducing a Web-based application for plan sponsors to manage participation transactions.
Great-West Opens Virtual Classroom for Participants
Great-West Retirement Services now offers a virtual classroom to educate participants in the defined contribution plans it manages.
SEC Proposes Rule to Protect Senior Investors
In an effort to protect seniors from investment fraud, the U.S. Securities and Exchange Commission (SEC) proposed a new rule that would extend its jurisdiction to equity-indexed annuities.
Perspective: Staying on Top of 2008 Plan Changes
The new year ushered in some important provisions that directly affect qualified retirement plans.
A Healthy Focus on Finances
Those looking to improve their health and happiness may want to review their portfolio before revving up the treadmill.
iSectors Releases Asset Allocation Models for RIAs
The iSectors ETF-based asset allocation models employ post-modern portfolio theory and behavioral finance.
Pre-Retirees Fail Retirement Income Test
Fifty-nine percent of pre-retirees are seeking financial advice on 401(k)s, retirement savings, and long-term care insurance, according to a MetLife study.
AIG Retirement Opens 403(b) University
AIG Retirement launched 403(b) University, a vendor-neutral resource with up-to-date information and tools for 403(b) plan administration and compliance assistance.
Barclays ETFs Offer Exposure to Alternative Energy and China
Barclays Global Investors has unveiled four new iShares ETFs to offer exposure to alternative energy and broad exposure to China.
Lundquist to Head RIA Channel of JPMorgan
JPMorgan Funds, the U.S. mutual fund business of JPMorgan Asset Management, announced the appointment of Steve Lundquist as head of the registered investment advisor (RIA) channel.
Sun Life Introduces Retirement Blueprint Program to Advisers
The U.S. division of Sun Life Financial Inc. today introduced Retirement Blueprint, a program designed to help advisers enhance their income planning skills and engage clients in the...
New HNW Markets Require New Strategies
Wealth management firms need to adapt existing strategies to meet the needs of new markets in the high-net-worth bracket, according to the ‘World Wealth Report.’
Pershing Introduces Paperless Account Opening
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, today introduced a paperless account opening solution for introducing broker/dealer firms, investment professionals, and registered investment...
ING Offers Morningstar Account Management Service to Clients
ING is now making available Morningstar Retirement Manager, including a managed retirement account service, to more than 26,000 retirement plan sponsor clients and 1.8 million plus participants.
Investors Look to Greener Pastures
The 'World Wealth Report' found that more high-net-worth individuals are staying safe amid volatile markets, and also increasingly going green.
Merrill Lynch Releases 'World Wealth Report'
Assets of the world’s high-net-worth individuals rose in 2007, particularly in emerging markets.
Wilmington Trust to Acquire UBS Fiduciary Trust Company
Wilmington Trust has made another big retirement plan services acquisition.
International Trend Continues in May
Stock and bond funds experienced net inflows of $34.6 billion in May, according to data from the Financial Research Corporation (FRC).
Deferral Rates Depend on More than Company Match
When deciding how of their income to defer into a retirement plan, participants’ decision varies based on the influence of outside sources, plan design features, demographics, and their...
Alliance Benefit Group, FOLIOfn Offer Retirement Plan Systems
Retirement plan consultant and recordkeeper Alliance Benefit Group has teamed up with FOLIOfn to offer advisers retirement plan system.