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Small Biz to Get Quic(k)Start from Ascensus
Small businesses can get their retirement plan aspirations off to a quick start with Quic(k)Start, a new retirement plan option from Ascensus.
South Miami Pension Trustees File Claim over Merrill Consulting Practices
Merrill Lynch has again been accused of violating regulatory prohibitions in its consulting practices with government pension plans.
BoA Loses Effort to Get Discrimination Charges Tossed
A federal judge in Massachusetts has turned aside Bank of America’s efforts to dismiss some of the allegations in a suit accusing the financial services giant of discriminating...
ProManage Names New Head of Sales and Marketing
ProManage, LLC, a managed account service provider, has appointed Stephen Foster as head of sales and marketing for the firm.
MullinTBG Announces Executive Benefit Plan Offering
MullinTBG, a provider of executive benefits, has introduced a solution for implementing deferred compensation plans at mid-market companies.
Structured Products Web Site Provides Educational Materials to FAs
DWS Scudder, the U.S. retail division of Deutsche Asset Management, has announced the launch of its new Structured Products Web site.
Feds Unveil Potential 409A Compliance Relief
Federal officials on Monday issued additional guidance on how section 409A nonqualified deferred compensation programs can fix certain types of plan problems.
NTSAA Calls for Help in Developing 403(b) Data Standards
The National Tax Sheltered Accounts Association (NTSAA) is establishing a working group to devise data standards that will enable information about 403(b) plan transactions to be provided to...
MI Legislation Imposing Service Tax on Advice is Repealed
Michigan Governor Jennifer Granholm signed repeal and replacement legislation that would end a new tax on many services, including financial advice.
U.S. Financial Jitters Results in Retirement Savings Reduction
Just over one in 10 American workers (11%) said they plan to cut back their retirement plan contribution rate as part of a general belt-tightening during the holiday...
Daniel Glaser to be New Marsh CEO
Marsh&McLennan Companies (MMC) has tapped Daniel S. Glaser as the new chief executive officer for its Marsh insurance brokerage.
Market Neutral Fund Shifts Into Gear
Vanguard has announced that shares of its Market Neutral Fund are now available.
Integrity Mutual Funds Adds Retirement Planning Portal to Web Site
Integrity Mutual Funds, Inc. announced it has a new Retirement Planning portal on its Web site.
Paternalism Prevalent in 401(k)s
401(k) plan sponsors have a genuine interest in helping participants, says Cynthia Egan, President of T. Rowe Price Retirement Plan Services.
Janus Names New Head of Institutional Business
Janus Capital Group Inc. has announced that Daniel P. Charles, vice president of institutional sales, has been promoted to managing director of the company’s institutional business.
Tax Package Meshes with The Online 401(k)
Thomson Tax&Accounting has unveiled an online 401(K) feature in Payroll CS, its payroll processing application.
IMHO: A Window of “Opportunity″
The past year has brought with it an extraordinary amount of change to our industry.
IMHO: A Window of “Opportunity″
The past year has brought with it an extraordinary amount of change to our industry.
Pacific Life Adds Annuities to Individual(k) Program
Pacific Life Insurance Company has added a suite of variable annuities as a funding option for its Pacific Life Individual(k) Program.
Ftwilliam.com Issues Latest Version of Form 5500 Software
ftwilliam.com, a Milwaukee-based provider of plan documents and government forms, has released the 2007 version of its Form 5500 software package.