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MassMutual Extends Service Hours
MassMutual’s retirement services division extended its weekday call center hours to be more accessible to plan participants.
Verisight Acquires DailyAccess Corporation
Verisight Inc. is acquiring retirement and benefit plan service provider DailyAccess Corporation, and its subsidiaries, InterServ, LLC and DailyAccess Health and Welfare, LLC.
SEC Outlines 2014 Examination Priorities
The Office of Compliance Inspections and Examinations (OCIE), part of the Securities and Exchange Commission (SEC), released its list of examination priorities for 2014.
DOL Seeks Removal of 401(k) Trustee
The Department of Labor (DOL) hopes to remove the trustee of a 401(k) plan based in Elgin, Illinois.
Plan Costs and Fee Disclosures
One year after new Department of Labor (DOL) fee disclosure rules, do sponsors know how much their defined contribution plans cost?
New President for LPL Retirement Partners
Bill Chetney has been named president of LPL Retirement Partners, a subsidiary of LPL Financial Holdings Inc., effective January 1, 2014.
investment-oriented
401(k) Plans With Non-’40 Act Investments
The upside of mutual fund alternatives
Ameritas Targets Independent TPAs
The Ameritas Life Insurance Corp. hopes to onboard independent third-party administrators (TPAs) through a new sales program offering exclusive territories and support tools.
Business Owners Report Optimism About Retirement
Merging the goals of personal and professional finances can improve a business owner’s chances of preparing adequately for retirement, a new report shows.
Where’s the Succession Plan?
Two-thirds of advisers lack succession plans, Fidelity Institutional Wealth Services found.
BNY Mellon, CIBC Mellon Merge Securities Lending Desks
BNY Mellon and CIBC Mellon, the bank’s joint venture with Canadian Imperial Bank of Commerce, have merged the firms’ respective securities lending desks.
PBGC Names Plan Sponsor and Participant Advocate
The Pension Benefit Guaranty Corporation (PBGC) has named Constance (Connie) Donovan to the newly created Participant and Plan Sponsor Advocate position.
Innealta Capital Launches New Mutual Fund
Innealta Capital has launched a new mutual fund, the Innealta Risk Based Opportunity Moderate Fund.
BMO Simplifies Web Presence
Asset management service provider BMO Global Asset Management established a new website aimed at organizing all of the investment, recordkeeping, trust and custody services offered by the firm.
Reliance Adds to Retirement Strategies Group
Brian Campbell and Martin Campbell have been added to Reliance Trust Company’s retirement strategies group.
UBS Bulks Up Equity Compensation Unit
Karen Damaso has joined UBS Wealth Management America to support new business development initiatives in the equity compensation services division.
DOL Announces More Enforcements
Word that the Department of Labor (DOL) is stepping up its enforcement is being backed up by the number of actions being announced.
Pru Looks to Engage Participants in TDFs
What happens on the first day of retirement? Prudential Financial Inc. shines a light on participant stories with the Day One target-date funds (TDFs).
Lincoln Appoints Sales Directors
Lincoln Financial Distributors (LFD), subsidiary of Lincoln Financial Group, announced Lindsay Hanley and Treye Weilbacher have joined the firm as regional sales directors with the Retirement Plan Services...