September 1st, 2009
Principal Financial Group said its new kit offers financial professionals marketing materials to identify and help clients through life events, such as retirement.
August 24th, 2009
Security Administrators, Inc., a subsidiary of Security
Mutual Life Insurance Company, introduced a guide about fully insured plans and
cash balance plans.
Data & Research
August 11th, 2009
Despite fears that participants would flee their workplace retirement
savings plan during the worst of the 2008 market turmoil, many defined
contribution participants did nothing at all.
Data & Research
August 5th, 2009
Surveyed advisers of employer-sponsored retirement plans (ESRPs) do not
seem overjoyed with providers they work with, data from Cogent Research
Deals & People
July 29th, 2009
Brian Mineweaser has joined DST Retirement Solutions as director of new business development.
July 27th, 2009
Morningstar, Inc., has launched a nationwide directory of retirement plan service providers.
June 9th, 2009
CPI Qualified Plan Consultants, Inc., a Great Bend, Kansas-based third-party recordkeeping and administration company, unveiled a program to invest employees' salary deferral contributions the day they are withheld from participants' paycheck.
May 13th, 2009
McCready and Keene announced it offers custom risk-based and age-based portfolios within the same retirement plan, utilizing an asset allocation strategy composed of a plan's core fund lineup.
April 24th, 2009
Ascensus, a Dresher, Pennsylvania-based recordkeeper and benefit administrator, said it has expanded its trading capabilities.
April 6th, 2009
ETF Advisor k, a Memphis, Tennessee-based open architecture retirement plan provider, has introduced a retirement plan based on exchange-traded funds (ETF) for fee-based advisers and trust departments that desire an open architecture retirement platform.
March 25th, 2009
Mercer announced Wednesday it is expanding sales of its defined contribution administration services to add distribution through the adviser channel.
March 24th, 2009
DST Retirement Solutions was selected as the recordkeeping service provider for AARP Financial, Inc.'s newly launched small business 401(k) program.
March 23rd, 2009
Morgan Stanley Global Wealth Management Group said its Corporate Retirement Solutions Group broadened its retirement plan platform by teaming up with Ascensus.
March 18th, 2009
Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.
March 16th, 2009
Equity Administration Solutions, Inc. (EASi), an independent stock plan management software company, released the first of three planned releases for 2009.
March 2nd, 2009
DST Retirement Solutions announced its provider clients can now deliver compliance test results to sponsors electronically, via a client-branded Web site.
October 29th, 2006
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