Search results for: a
Paychex Adds Auto Enroll to 401(k) Offering
Paychex, Inc., added auto enrollment as an optional plan feature for its 401(k) offering.
National Retirement Partners Acquires Noble Retirement Group
National Retirement Partners, Inc., today said it acquired Noble Retirement Group and Noble Benefits Group in the Houston area.
IMHO: A “Simple″ Plan
More than a decade ago, my mom was getting her finances ready for retirement.
IMHO: A “Simple″ Plan
More than a decade ago, my mom was getting her finances ready for retirement.
Nationwide Unveils Adviser Income Solution Desk
Nationwide formally launched the Nationwide Income Planning Desk to serve as a consultant for advisers on income solutions for their clients.
Retirees Reluctant to Spend Savings
Retirees are least satisfied with advice on how to draw down their savings without draining it, a Nationwide survey said.
Claymore Releases Web-Based Index Allocation Tool
The Index Allocator allows investors and advisers to create hypothetical index asset allocation strategies.
Wachovia 401(k) Plan Under Investigation
A law firm investigates whether conduct of fiduciaries to the Wachovia Savings Plan violated ERISA by not disclosing the risk of company stocks in light of the sub-prime...
Virtual Reality
The popular virtual world of Second Life is on the road to becoming a communication tool in the financial world.
United Planners Links with FundQuest for Managed Account Platform
Broker/dealer United Planners Financial Services of America launched a managed account platform available to their investment adviser qualified representatives.
GAO Finds Pressing Need for Workplace IRA Study
Employer-sponsored IRAs may sound like a good idea for workers without traditional retirement savings programs, but a new study says that federal regulators can’t evaluate the option effectively...
Newkirk Adds Investment Change Notice for Participants
Newkirk now includes an investment change notice to its participant communications offering.
Sun Life Upgrades Business Succession Planning Program
Sun Life Financial Inc. announced enhancements to its program for succession planning.
Invesco PowerShares To List Two NASDAQ ETFs
Invesco PowerShares Capital Management LLC will list two new exchange-traded funds (ETFs) on the NASDAQ Stock Market.
NRP Brings on Director of Member Firm Services
Debbie Vince, formerly of 401(k) Producer Services, has taken on a newly created role of director of member firm services at National Retirement Partners (NRP).
WisdomTree, Dreyfus Join Forces To Offer Currency ETFs
Wisdom Tree and Dreyfus are launching an exchange-traded fund (ETF) family with exposure to foreign currencies.
Forward Management Picks Up Investment Adviser
Forward Management, LLC, investment adviser to the Forward Funds, has agreed to acquire Accessor Capital Management LP (Accessor), investment adviser to the Accessor Funds.
Fidelity’s HybridOne Manages Both Commission and Fee Business
Fidelity Institutional Wealth Services and National Financial launched HybridOne to meet the needs of firms and advisers that conduct both commission- and fee-based business.
Pershing Affiliate iNautix Releases Document Management Solution
The system is designed to aid the paperless offices of introducing broker/dealers, investment professionals, and independent registered investment advisers (RIAs).
Retirees ‘Staying Alive’ But Lack Confidence
Retirees and pre-retirees lack confidence in making their retirement money last, and only one-fifth have discussed spending in retirement with a financial adviser.