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Merrill Revamps Retirement Web Site
Merrill Lynch has revamped its retirement Web site and has kicked off a month of national, Web-based promotions to draw attention to it.
Boston Financial Names Metcalfe as Retirement Services Head
Boston Financial Data Services, Inc., a Quincy, Massachusetts-based financial services outsourcing provider, has tapped Jude Metcalfe as senior vice president and head of Retirement Services.
Fiserv ISS Unveils Two Collective Investment Funds
Fiserv Investment Support Services is now offering collective investment funds (CIFs) as an option for retirement plans.
Pru Adds Mid-Cap Growth Funds
Prudential Retirement has added two mid-cap growth institutional sub-advised funds to its investment platform.
ExpertPlan Begins National Sales Expansion
Recordkeeper ExpertPlan has opened its first regional office in Atlanta, Georgia.
S&P : A Bleak August for Emerging, Developed Equities
Standard&Poor’s said Tuesday the world’s emerging and developed equity markets posted negative returns in August, with emerging markets dropping 1.94% and developed markets giving back 0.36% over the...
Vanguard Data Shows Savings Concerns Among DC Participants
A new Vanguard analysis based on its 2006 defined contribution recordkeeping data finds concerns about participants’ plan participation, savings, and investing behaviors.
SEC Charges Auditors with SOX Violations
The Securities and Exchange Commission (SEC) charged 69 auditors with issuing audit reports on the financial statements of public companies although the firms were not registered with the...
ETF Assets Reach $505B in August
U.S. listed ETF assets rose by approximately $23 billion in August with size, sector, style, and fixed income ETFs experiencing considerable asset growth.
Lincoln, Ibbotson Partner on New Fund Lineup
Lincoln Employer Markets, a division of Lincoln Financial Group, is partnering with Ibbotson Associates to offer the Lincoln Ibbotson Insight Series of funds to its defined contribution clients.
The Standard Rebrands Retirement Products
Retirement plan products and services provided by The Standard will now be sold under the Mainspring Retirement Plan Solutions name.
Americans Plan to Keep Homes in Retirement
The majority of American retirees (73%) say they will hang on to their homes rather than sell or downsize, according to the latest Principal Financial Well-Being Index.
Invest n Retire Offers Rydex ETFs in Retirement Plans
Rydex Investments has announced the availability of eight exchange-traded funds (ETFs) in Invest n Retire retirement plans.
Mass. Regulator Says Morgan Stanley Mined CareerBuilder.com for Clients
Morgan Stanley and two Boston-based employees were charged by Massachusetts’ top securities regulator for improperly sifting though job posting Web site CareerBuilder.com to find customers, including potential sources...
More People Staying in the Workforce Past Age 65
Nearly one-quarter (23.2%) of people between the ages of 65 and 74 were in the labor force in 2006, the highest number in three years and an indication...
Putnam Releases Retirement Savings Analysis Booklet
A booklet from Putnam Investments is expected to help individuals analyze their current retirement savings, figure out whether they are on track and, if they are not on...
Countrywide Financial Participants Sue Over Plan Losses
Employees enrolled in Countrywide Financial Corp.’s 401(k) plan claim that illegal actions by those overseeing the plan led to millions of dollars in losses during a recent stock...
Low-Income Workers to Benefit from PPA Provisions
Low-income workers are expected to see the greatest increase in their 401(k) accounts as a result of the automatic increases allowed by the Pension Protection Act of 2006,...