Search results for: divis lab
MassMutual Enhances RetireSmart Website
MassMutual’s retirement services division launched an enhanced participant website designed to make it easier for employees to prepare for retirement.
BNY Mellon Reopens Stable Value Fund for DC Plans
The Bank of New York Mellon is accepting new investors into the Mellon Stable Value Fund, a bank-sponsored collective investment fund for defined contribution benefit trusts.
NFP Advisor Services Unveils Succession Planning Tools
A suite of succession planning resources from NFP Advisor Services aims to help advisers capitalize on buying or selling a practice.
Tech Key to Reach Next Generation
Technology now touches nearly every aspect of an adviser's practice, from relationship management and client retention to communication, referrals and client interaction.
Sapers & Wallack Adds Retirement Head
Rob Corlito joined the retirement plan services division at Sapers & Wallack, an employee benefits and financial services consulting firm in Newton, Massachusetts.
SEC Analyzes Money Market Fund Reform
The Securities and Exchange Commission (SEC) has recently made analyses related to money market fund reform available to the public.
Fiduciary to Repay Funds to Ohio 401(k) Plan
The Department of Labor (DOL) announced that the fiduciary of a Cleveland, Ohio, 401(k) plan will repay funds to the plan.
Lincoln Financial Names Sales Directors
Lincoln Financial Distributors, part of the Lincoln Financial Group, has named George Manning and Michael Rinaldi as regional sales directors for its intermediary retirement plan sales force.
Few RIAs Focus on Retirement Plans
New research from Fidelity Institutional Wealth Services suggests a vast majority of registered investment advisers (RIAs) are simply “accommodating” their retirement plan clients.
An Organizational Shakeup for United Planners
Registered independent adviser and broker/dealer firm United Planners Financial Services says it is enacting staffing and organizational changes to better serve its adviser partners.
OneAmerica Offers Retirement Planning Tips
The retirement services division for OneAmerica will work with personal finance broadcaster Peter Dunn to offer participants tips on retirement planning.
Schwab Reveals Branded App for RIAs
Investment services firm Charles Schwab has rolled out Schwab OpenView Mobile, a customizable application that registered investment advisers (RIAs) can use to create a mobile presence for their...
Mutual of Omaha Adds Sales Staff, Wants More
Mutual of Omaha Retirement Services named four new regional sales managers to grow business with retirement plan advisers and their defined contribution (DC) clients.
401(k) Advisors Forms East Coast Team
Mike Falcone is head of an expanded team of retirement plan consultants and financial services professionals tasked with growing 401(k) Advisors’ East Coast presence.
MassMutual Retirement Bulks Up Sales Team
Jason Bouldin, John Cunningham, Lauren Drapeau, Jon Ogren and Mary Kay Zoulek joined the sales and client management unit of MassMutual’s retirement services division.
Trustees to Restore $4 Million to Illinois Plan
Two Department of Labor (DOL) lawsuits have resulted in plan trustees of an Aurora, Illinois, business being ordered to restore over $4 million in employee contributions and other...
Structural Shakeup at Ascensus
Retirement plan services provider Ascensus created a new organizational structure to support the firm’s growth expectations in the retirement and college savings space.
Oppenheimer Shakes Up Distribution Group
Investment services firm OppenheimerFunds launched a unified distribution organization that features realigned channel segmentation and increased customization to support new growth strategies.
DOL Sues Contractors over Prohibited Loans, Investments
The Department of Labor (DOL) has filed a lawsuit against a Lilburn, Georgia contracting firm, on behalf of the firm’s retirement plan participants, to recover losses resulting from...