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Biden Announces Retirement Plan Proposal
Democratic presidential hopeful Senator Joe Biden has put forth his plan to help Americans save for retirement.
CitiStreet Enhancements to Managed Account Services
CitiStreet has announced the rollout of an enhanced managed account service.
Retirement Projections Need Revisions
“It would be a real shame if, instead of physical limitations, we ended up with financial limitations in our old age,″ commented Matthew Greenwald of Mathew Greenwald &...
Investment Survey – Playing Favorites
When it comes time to help plan sponsor clients select and monitor investment lineups, advisers have clear favorites
We have days to commemorate Moms, Dads, Grandparents…
Of course, they say every day is Children’s Day!
IRS Announces Temporary Halt to Determination Letter Process
The Internal Revenue Service (IRS) announced on Wednesday it will temporarily stop taking applications from pre-approved defined contribution plans for determination letters on December 18, 2007.
NAPFA Offers Adviser Access to Annuity Platform
The National Association of Personal Financial Advisors (NAPFA) will offer its fee-only members access to institutionally-priced immediate annuities via Hueler Companies’ platform.
Mutual of Omaha Unveils Fiduciary Support Service
A partnership between Mutual of Omaha and Mesirow Financial will offer plan sponsors access to fiduciary services including investment guidance and monitoring, the companies announced.
SPARK Says Fee Disclosure Proposal Too Burdensome
The 401(k) fee disclosure legislation pending in Congress will have a detrimental effect on the employer-sponsored retirement plan system, argues the SPARK Institute.
Absolute Immunity Does Not Apply to NYSE in Oversight Duties
The 2nd U.S. Circuit Court of Appeals has reinstated a case brought against the New York Stock Exchange (NYSE) by institutional investors who claim the exchange and seven...
Nationwide Embarks on PPA Education Campaign
Nationwide Financial Services, Inc. has kicked off a campaign to help plan sponsors and investment professionals take advantage of opportunities in the Pension Protection Act of 2006 (PPA).
Great West Appoints Three 401(k) Sales Execs
Great-West Retirement Services has appointed three regional sales directors to focus on development of new corporate 401(k) business.
Online 401(k) Teams with E-chx
The Online 401(k) has partnered with E-chx Inc., to offer a combined 401(k)-payroll service.
BenefitStreet Expands 401(k) Platform to Include Mutual Funds
BenefitStreet Inc. has introduced a new 401(k) platform that will enable investors to choose both exchange traded funds (ETFs) and mutual funds in the same plan.
Fiduciary360 Taps Aikin as CEO
Fiduciary360 has announced that founder and former CEO Donald B. Trone will focus his efforts on the now independent Foundation for Fiduciary Studies.
U.K. Firm Picks Up Nationwide Active Asset Management Unit
Nationwide has agreed to sell its active asset management business to British fund firm Aberdeen Asset Management.
Pioneer Makes Two Institutional Side Appointments
Pioneer Investments has appointed Ray Dutcher, formerly of MFS Institutional Advisors, as Director of its U.S. Institutional Client Service operation.
AllianceBernstein Helps Advisers Have 'Great Conversations'
AllianceBernstein Investments, Inc. has launched a program that allows financial advisers to leverage proprietary AllianceBernstein research to conduct targeted 401(k) plan evaluations that correspond to the needs of...
401(k) Plans Undergoing Redesign
As the 401(k) plan becomes 'the new retirement superpower,' attention has turned to the weakness of the plans and is leading to 401(k) version 2.0, a research report...
Financial Ties to Parents and Children Affect Boomer Retirement
Boomers, though arguably the most prosperous generation in American history, face mounting demands on their financial resources from both their adult children and their aging parents.