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Christina Gregory has been named divisional vice president for CPI Qualified Plan Consultants’ Central/Southeast Division.

PrimeVest Financial Services and Regions Bank announced their agreement for PrimeVest to provide advisory services at Regions bank branches.

The SEC said MassMutual failed to disclose the potential negative impact of a "cap" placed on a complex investment product for retirement.

The Department of Labor (DOL) does not only investigate retirement plans, it also investigates service providers.

The job of regulatory agencies is to encourage the offering of retirement plans. 

Informa Investment Solutions (IIS), a supplier of software and solutions for the investment industry, said it has agreed to acquire Zephyr Associates Inc.

Bob Carlson, Richard Shearer and Paul Villanova have joined the registered investments external wholesaling team at Symetra Life Insurance Co. in the Midwest and Southeast.

403(b)s have been excused by the Securities and Exchange Commission (SEC) from obtaining certain acknowledgements.

Paychex Inc., a provider of 401(k) recordkeeping services, launched a sales force to build relationships with advisers and plan sponsors.

Andrew J. Bowden has been named deputy director of the Securities and Exchange Commission (SEC)’s Office of Compliance Inspections and Examinations (OCIE).

Over the next 16 months, Transamerica Retirement Services and Diversified will move to one brand: Transamerica Retirement Solutions.

While National 401(k) Day is a good trigger to spur action from sponsors and participants to improve retirement readiness, the efforts should be ongoing.

The three primary lines of business in the former M&I Institutional Trust Services will be renamed to reflect their integration into BMO’s global businesses.

Financial Telesis Inc. expanded its advisory team with the addition of ABD Retirement Services, a division of ABD Insurance and Financial Services.

The average investor thinks a mutual fund will help meet retirement goals, but is not confident it will provide an income stream. 

Christopher Stout was added as a Southeast sales director for MassMutual Retirement Services.

The Retirement Services division of MassMutual enhanced its defined contribution (DC) plan participant statements to help paint a clearer picture of participant retirement readiness.

Global equity markets rallied in June, but second-quarter performance suffered as the global economic picture showed little signs of sustained improvement, a report found.