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What You Need to Know about Webcasts
As retirement plan advisers learn how to lasso new media as part of their practices, one of the most established methods to consider is using Webcasts.
USI Provides Form 5500 Electronic Filing Solution
USI Consulting Group has introduced a new EFAST2 Solution to assist its Direct Solutions clients in meeting Department of Labor-mandated Form 5500 electronic filing requirements.
EBSA to Host Webcast about Form 5500
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will host a free Webcast about Form 5500 and electronic filing requirements on January 21 at 1 p.m.
Lord Abbett Waives IRA Fees—Even on Shipping
Investment management firm Lord, Abbett & Co. LLC (Lord Abbett) said today that it will waive the annual custodial fee for every new Lord Abbett IRA opened between...
Scottrade Expands Mutual Funds Offering
Scottrade now touts a larger selection of institutional class mutual funds for registered investment advisers (RIA) to choose from.
The Case for Equities
As many investors are still underweight equities, the logical thing to do is rebalance back toward equities, said David Kelly, managing director, chief market strategist for J.P. Morgan...
EBSA Webcast to Address Form 5500 Issues
Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online.
Millennials Trust Mom and Dad for Financial Advice
Before advisers or financial institutions, Millennials turn to their parents and friends for financial information.
Hartford Unveils Fixed-Income Education Materials
The Hartford has released a new package of educational materials designed to help advisers teach clients about the finer points of fixed-income diversification.
Schwab Debuts New Web Site for Independent Advisers
Investment advisers who custody with Charles Schwab can now access a Web site boasting more intuitive tools to manage client accounts.
IMHO: Looking Class
Next week PLANSPONSOR and PLANADVISER will open nominations for our Retirement Plan Adviser of the Year awards.
PSCA Offers Free 401(k) Day Materials
No matter how tight your—or your plan sponsor clients'—budget is, the Profit Sharing/401k Council of America (PSCA) has materials available that will...
Target-Dates Useful but Flawed, Witnesses Tell SEC and DoL
In a joint hearing on target-date funds before the Department of Labor (DoL) and the Securities and Exchange Commission (SEC), witnesses were in favor of the use of...
SEC-DoL Announces Witness Lineup for Target-Date Hearing
The Securities and Exchange Commission (SEC) released the lineup of witnesses set to testify about target-date funds before SEC and Department of Labor (DoL) officials on Thursday.
SSgA Introduces Financial Literacy Campaign
State Street Global Advisors (SSgA) launched a financial literacy campaign designed to help financial advisers become a resource and educator for parents seeking to raise financially responsible children.
Charles Schwab Launches Performance Management Tools for Advisers
To help independent investment advisory firms maximize employee efficiency and productivity, Charles Schwab announced a series of performance management tools for advisers available through its Human Capital offering.
Advisers Look to Add Clients, Cut Expenses
Securities America said a survey of its advisers showed they are proactive during these challenging times.
DoL Brings Fiduciary Series to Web
Plan fiduciaries looking for insights about their responsibilities can now get that information from the Labor Department without leaving their desks.
Most Financial Firms Don’t Mention Crisis
The majority of financial services companies (66%) don’t mention the financial crisis on their corporate Web site home pages.
How to Retain, Grow Your Book of Business in Today’s Market
The economic climate might make client retention more difficult—but there’s also opportunity for retirement plan advisers.