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Kravitz Unveils Cash Balance Info Hotline
Kravitz, plan consultants specializing in cash balance programs, launched a toll-free cash balance hotline for plan intermediaries.
Fleck Named to Institutional Sales Post at Ascensus
Ascensus, an independent administrator and recordkeeper, named Tom Fleck as Director of its Institutional Relationship Management Team.
Pershing Expands Practice Management Solutions
Pershing LLC has added 10 new solution providers to its ValueAlliance program for broker/dealers and registered investment advisers (RIAs).
Chase Launches Investment Advisory Program
Chase introduced the Chase Strategic Portfolio, delivered by financial advisers in Chase branches.
IMHO: Conspiracy Theorists
I spent some of my precious three-day weekend perusing Teresa Ghilarducci’s When I’m Sixty-Four, an intriguing title for a book about pensions–or, as the subtitle suggests, “The Plot...
Talking to Twentysomethings
Because “401(k)″ is likely not being renamed any time soon, advisers might need to find more effective ways of getting around opaque financial terms with the new breed...
Advisers Want More Focus on Them
AssetMark was the number one rated asset management firm for focusing on advisers, in a recent survey of adviser attitudes toward firms in their client portfolios.
Bell Introduces Mutual Fund to Track Global Trends
Bell Investment Advisors launched the Bell Worldwide Trends Fund, a mutual fund investing in exchange-traded funds (ETFs).
Mutual Fund Adviser Fees: Not for Courts to Decide
A federal court ruled that mutual fund adviser fees are best set by market competition and not judicial process.
SEC Proposes Making Mutual Fund Comparisons Easier
The SEC proposed a rule requiring mutual funds to label their public files in order to enable investor comparison shopping.
The Rise of the New Mass Affluent
The population of affluent Americans now makes up the top 19% of American households, according to a study by Nielsen Company.
ING Releases 403(b) Plan Document
ING released 403(b) documents for 501(c)(3) non-profit organizations.
Small-Plan Sales on the Rise
Despite current economic strains, ShareBuilder reports surging sales of small business 401(k) plans.
Principal Tool Helps Employees Use Benefit Programs
A new online tool from Principal shows employees how to best utilize their employer-sponsored benefit package.
Fidelity Launches Emerging Europe, Middle East, Africa Fund
Fidelity Investments launched a new international equity fundâ€″Fidelity Emerging Europe, Middle East, Africa (EMEA) Fundâ€″with retail and adviser share classes.
Investors Need to Fix Fixed Income Strategies
Many consumers have misconceptions about the use of fixed-income investments, according to a survey from E*TRADE Securities LLC.
Lincoln Appoints Three Executives in Research Roles
Lincoln Financial Group has appointed three new executive positions to its research and development unit.
Pacific Life Adds 401(k) Support
Pacific Life Insurance Company has added a new team to support 401(k) initiatives.
Target-Date Funds Might Overshoot Equity Target
Defined contribution participants nearing retirement may be shocked at the asset allocation to equities in their target-date funds, says a new research paper by Watson Wyatt.