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AICPA Strives to Enhance Plan Audit Quality
A study by the DOL has alerted the AICPA to some issues with retirement plan financial audits.
MassMutual Launches New DCIO Team
With its sights set on competing in the defined contribution investment only (DCIO) market, MassMutual Retirement Services introduced a new institutional sales and operations team.
New York State Moves to Create Its Own PRT Standards
Filed as Senate Bill 1092 and Assembly Bill 6796, a new initiative in the New York State Legislature seeks to expand and strengthen scrutiny paid to pension risk...
SEC Gives OK for Non-ERISA Plan Fee Disclosures
Retirement industry advocates sent a letter to the SEC arguing fee disclosures regulations would also benefit participants of non-ERISA retirement plans.
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Trends and Trendsetters
When you embark on your year-end meetings with your retirement plan clients, how do you help them measure their plans’ success?
Fidelity Investments Acquires eMoney Advisor
Fidelity Investments reached an agreement to acquire wealth planning software company eMoney Advisor.
John Hancock RPS Names Regional VP
Treye Weilbacher has joined John Hancock Retirement Plan Services as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.
Investment Management Director to Leave SEC
Norm Champ will step down from his post as director of the division of investment management at the Securities and Exchange Commission (SEC) later in January.
How to Assess Providers of Lifetime Income
Plan sponsors and advisers should consider the steps that go into a prudent process for selecting a provider if they want to include a lifetime income solution in...
FedEx Pension Plan Faces DOMA-Related Challenge
The surviving spouse of a fully vested participant in a FedEx pension plan claims she is being unlawfully denied a survivor annuity benefit owed to her by the...
Fees, Rollovers Still SEC Exam Priorities for 2015
The Securities and Exchange Commission (SEC) released examination priorities for 2015 in the shortest form ever: just five pages.
Managed Account Services Growing More Complicated
The biggest challenge for retirement plans offering managed account services to participants is creating simplicity out of increasing complexity, says Cerulli Associates.
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2014 PLANADVISER National Conference
Optimizing plan and practice outcomes—best practices for retirement plan advisers
HighTower Partners with Envestnet | Retirement Solutions
HighTower is expanding its technology platform through a partnership with Envestnet | Retirement Solutions.
Northwestern Mutual Sells Russell for $2.7 Billion
Northwestern Mutual completed a $2.7 billion sale of its subsidiary Frank Russell Company, also known as Russell Investments, to the London Stock Exchange Group.
Fidelity Teams With LearnVest for Adviser Program
LearnVest content and financial wellness support are now available for many advisers working with Fidelity Institutional, along with expanded options for digitizing client support and advice.
Ameritas Adds Funds to Retirement Plan Products
The retirement plans division of Ameritas Life Insurance Corp. expanded the investment options available within its retirement plans products by adding 32 new funds.
Senate Committee Changes Could Impact Retirement Industry
Midterm election results are often interpreted to mean different and contradictory things—but there appears to be some consensus in the retirement industry about the new political landscape in...
Retirement Plan Provisions That May Confuse
Some retirement plan provisions can create headaches for plan sponsors.
Court Opens Door for Disclosure of Investment Guidelines
An appeals court has opened the door for the requirement that an ERISA plan’s investment guidelines be disclosed to participants upon request.