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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MI Legislation Imposing Service Tax on Advice is Repealed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.
Two-Thirds of DC Plans Use Management Consultant
Sixty-nine percent of defined contribution plan sponsors use an investment management consultant, according to a new survey.
Schwab Finds Participants Reap Rewards from 401(k) Advice and Target-Date Funds
Participants using an advice product in 401(k) plans administered by Schwab Corporate&Retirement Services earned an average 3% higher return than those who did not, according to new data.
Mutual Funds Continue Strong Growth in October
The combined assets of the nation's mutual funds increased by $435 billion, or 3.6%, to $12.356 trillion in October, according to the Investment Company Institute (ICI).
ETF Assets Increase Almost 50% in Past 12 Months
Assets of all exchange-traded funds (ETFs) rose in October by $37.08 billion, or 6.7%, to $588.18 billion, according to the latest monthly statistics from the Investment Company Institute...
MG Trust Introduces New Suite of Target-Date Funds
MG Trust Company, a wholly owned subsidiary of Matrix Financial Solutions, has announced the availability of its new target-date collective funds.