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Further Guidance Possible Regarding Brokerage Windows
An official from the Department of Labor (DOL) said further guidance may be issued regarding the treatment of brokerage windows in participant fee disclosures.
Mutual of Omaha Adds Sales Managers to Retirement Plans Division
Mutual of Omaha Retirement Plans Division named two regional sales managers in key markets.
SEC Names Norm Champ Director of Division of Investment Management
The Securities and Exchange Commission (SEC) named Norm Champ director of the agency’s Division of Investment Management.
Employers Hoping for Repeal of Health Reform Law
Six in ten employers surveyed are hoping for full repeal of the Patient Protection and Affordable Care Act...
PSNC 2012: Defining Success
At the 2012 PLANSPONSOR National Conference, plan sponsor panelists shared their retirement plan success tactics, such as mandatory enrollment meetings and personalized communication.
529 Plan Assets Increase in Q1 2012
Total 529 college savings plan assets were an estimated $158.3 billion in Q1 2012, according to data from Financial Research Corporation (FRC), a division of Strategic Insight.
Envestnet/Tamarac Is Selected Participant in Schwab Intelligent Integration
Tamarac, a division of Envestnet Inc., will participate in Schwab Intelligent Integration, according to Schwab Advisor Services.
Tool Helps Advisers Focus on Retirement Income Planning
Pacific Life introduced an online tool to help advisers engage clients in a conversation about building sustainable lifetime retirement income.
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2012 PLANSPONSOR Retirement PLAN ADVISER of the Year Finalists
In the last issue of PLANADVISER, we highlighted some of the nation’s most successful retirement plan advisers in the listing of the PLANADVISER Top 100 Advisers. In this...
Alerus Launches Mobile App for Participants
Alerus Retirement Solutions, a division of Alerus Financial, introduced a mobile application for retirement plan participants.
529 Assets Jump in Q4 2011
Total 529 college savings plan assets were an estimated $144.4 billion in Q4 2011, according to data from Financial Research Corporation (FRC), a division of Strategic Insight.
N.J. Court Finds Public Employee Need not Return Pension Overpayment
An appellate court in New Jersey found a public worker did not intend to mislead the state and does not need to repay $258,191 in pension benefits mistakenly...
Advisers Must Prepare for Transition from SEC to State Registration
Mid-sized advisers must transition their registration from the Securities & Exchange Commission (SEC) to their applicable state authorities and are encouraged to begin the process as soon as...
U.S. Bank Acquires Trust and Custody Business of Union Bank
U.S. Bank National Association entered into a definitive agreement with Union Bank, N.A.
ING Launches Guaranteed Income Solution
ING’s U.S. Retirement division launched the ING Lifetime Income Protection Program.
Kidder Benefits Appoints Regional Pension Consultant
Kidder Benefits Consultants appointed Ray Hansen as regional pension consultant.
Mutual of Omaha and Securities America Form Strategic Alliance
Through a partnership, Mutual of Omaha’s retirement plans will be available to Securities America’s financial professionals nationwide.
MassMutual Launches Fund with Multi-Asset Strategy
MassMutual's Retirement Services Division has launched MassMutual Barings Dynamic Allocation Fund, the latest addition to the MassMutual Funds families.
Five Members Appointed to 2012 ERISA Advisory Council
Secretary of Labor Hilda L. Solis made five appointments to the 2012 Advisory Council on Employee Welfare and Pension Benefit Plans.