News

A new partnership between Prudential Retirement and MullinTBG should allow sponsors and advisers to better handle qualified and nonqualified programs, according to a news release.

The Web site myStockOptions.com can serve as a resource for advisers seeking clients with stock compensation and referrals from other professionals.

Federal securities regulators said they will take the opportunity of pre-trial fact-finding in their existing case against the Bank of America (BofA) to see if any additional charges...

Paul Steven Henry has been tapped as managing director of Retirement Services for LIMRA, the Connecticut-based insurance and financial services marketing organization.

iShares and Barclays Global Investors launched new adviser-focused 529 plan tools, including a comparison calculator.

Putnam Investments has developed what the firm calls the first suite of target-date funds that integrate target absolute return strategies with traditional mutual funds.

Morningstar, Inc., has launched the latest version of Morningstar Direct, a Web-based platform that connects institutional investment professionals to Morningstar's universe of investment research and data.

Index provider FTSE Group (FTSE) and Record Currency Management, a specialist currency investment manager, have launched the first set of indexes within the new FTSE Currency Forward Rate...

Forty-two percent of corporate finance executives said they are very likely to limit high-risk investments for their defined contribution plans, according to a poll by CFO Research Services...

T. Rowe Price now boasts an enhanced Web site for financial intermediaries.

Sitting in the audience at the ASPPA/DoL Speaks conference last week, I was reminded just how disruptive it can be to have a new boss.  

When it comes to employee benefit plans, there’s a new sheriff in town. 

Small-business employers looking for basic guidance about the array of workplace retirement plans from which they can choose can now get their questions answered at a new federal...

The Department of Labor is killing the final 401(k) investment advice rule under the Pension Protection Act, according to news reports.

The Hartford Financial Services Group, Inc., has appointed Mark Scalercio as national sales manager for government-sponsored retirement plans in the Retirement Plans Group.

In a move the firm said will “better position investors to realize their retirement savings goals,” the JPMorgan SmartRetirement Fund expense caps have been lowered.

TD AMERITRADE Institutional launched a transition tool for breakaway brokers.

Parents who use advisers would like more help with college-related decisions, according to a Fidelity survey.

Rocky D'Alessandro joined the Advisor Service Team at Alliance Benefit Group (ABG) Carolinas, a third-party retirement plan administration and recordkeeping firm.

A trade group representing retirement services industry providers has recommended the creation of a mandatory standardized 401(k) plan.