The bill is crucial to protect middle-class Americans who need the services of a financial adviser, the president of the Financial Services Institute (FSI) told Congress.
At the 2012 PLANSPONSOR National Conference, plan sponsor panelists shared their retirement plan success tactics, such as mandatory enrollment meetings and personalized communication.
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.
Sigma Planning Corp. (SPC) announced a strategic alliance Tuesday in which InterServ LLC will provide Employee Retirement Income Security Act (ERISA) investment advisory services.
At a presentation about global investing in volatile times, Neuberger Berman portfolio managers offered insights about big pension plans, industry trends and markets around the world.