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Perspective: Avoid Being a Low-Cost-Provider Commodity
The sixth of seven ineffective habits of retirement plan advisers
New Rydex Program Educates Advisers and Clients About ETFs
Rydex Investments today launched ETF Essentials, a program to educate advisers and investors about exchange-traded funds (ETFs).
Portland Company to Provide DC Plan Fee Benchmarks
The former CEO of JPMorgan Retirement Plan Services has teamed up with two other partners to form a company that provides benchmarking services for defined contribution plan sponsors...
Financial Advice More Wanted Than Workout Advice
People want financial guidance in planning for retirement and they want their adviser to tell them what they should do, but they want to retain personal responsibility for...
PA NC: How to Get The Most From Your Provider
Advisers and providers talk about working together to increase your value proposition.
Prudential Accuses SSgA of ‘Misrepresented’ Investment Strategies
The Prudential Retirement Insurance and Annuity Co. (PRIAC) on Monday filed suit against State Street Global Advisors (SSgA) over losses in SSgA-managed funds for which PRIAC claims the...
House Panel Sets Hearing on Miller Fee Disclosure Bill
The U.S. House Education and Labor Committee will hold a hearing Thursday to discuss a proposal requiring greater 401(k) fee disclosure by plan sponsors and providers.
Wells Fargo Launches Retirement Readiness Calculator
Wells Fargo&Co. has launched an interactive, online calculator that estimates the number of years a person's retirement funds will last once they stop working.
Employees Want Information About People Like Them
Employees are interested in receiving information geared toward their life stage on what kinds of benefits to select during their company’s open enrollment period, according to MetLife’s 2007...
John Hancock Offers Proposal Building Tool to Advisers
John Hancock Funds is now offering a proposal building tool to financial advisers who are registered users of its Web site.
MassMutual Launches Fiduciary Warranty and Third-Party Certification
MassMutual's Retirement Services Division has officially introduced its new Fiduciary Warranty to qualifying plans that include investment options available through MassMutual's Smart Architecture Investment Program.
Amerivest, XShares Launch Lifecycle ETFs
Amerivest Investment Management, LLC, a subsidiary of TD AMERITRADE Holding Corporation, has announced a partnership with XShares Advisors LLC to launch TDAX Funds, Inc. – an exchange-traded funds...
Zacks Launches Securities-Based Lifecycle Indexes
Zacks Investment Research, Inc. has launched a lifecycle index series, which includes four target retirement dates.
AIG Introduces New No-Load Mutual Fund Program to 403(b) Plans
AIG VALIC is launching a no-load mutual fund retirement savings program for the K-12 403(b) market, which includes index, lifecycle, and actively managed funds.
Dimensional Fund Advisors to Launch Retirement Share Classes
Institutional investment manager Dimensional Fund Advisors will launch two retirement share classes for defined contribution plans.
Bank of America Launches Unified Managed Account
Bank of America announced the launch of a Unified Managed Account (UMA) Program designed for its wealthy and ultra-wealthy clients.
New Transamerica Specialists to Help Advisers Grow Businesses
In order to help financial advisers capture more business in the small-plan retirement plan market, Transamerica Retirement Services has expanded its sales support staff with a newly created...
Insurance Firms Locking Up More of 401(k) Market
Reaping the rewards of their success in meeting plan sponsors’ expectations about installation and ongoing service support, insurance companies have captured a larger share of the small to...
Westcore Adds Institutional Fund Shares
Westcore Funds has announced it is now offering an Institutional Share Class for seven of its no-load mutual funds.
M&I Appoints Vice President, Director of Institutional Sales
M&I Investment Management Corp. has appointed Thomas Nolte, formerly of Wells Fargo and Strong Capital Management, as vice president, director of institutional sales.