News

Dalbar introduced a Fee Disclosure Certification program for the evaluation of plan provider services.

Alliant Insurance Services acquired Thesco Retirement Planning Services (TRPS). 

NFP Advisor Services Group offered a complimentary, first-year Financial Services Institute (FSI) membership to all 1,400 of its financial advisers.

Retirement Plan Advisory Group (RPAG) formed an alliance with National Planning Holdings Inc. (NPH) to provide access to its network of registered representatives looking to grow their retirement...

Pensionmark Retirement Group opened an office in Fort Wayne, Indiana.  

Investment Guidance Solutions (IGS) launched a mutual fund investing tool called IGSignals.

Few investors are aware that the U.S. stock market has outperformed BRIC markets for four years, according to research from Richard Bernstein Advisors LLC.

Prudential Retirement appointed Joan Bozek as senior vice president of investment products.

Neuberger Berman Group LLC appointed Brian Saltzman as a wealth adviser and vice president in the firm's New York City office.

Knight Capital Group Inc. announced that Astor Long/Short ETF Fund was added to the 401(k) platform at Paychex Inc. 

Reliance Trust Company added employee stock ownership plan (ESOP) valuation expert Bucky Wright to its investment team. 

At a recent Putnam Investments media briefing, company officials said they predict the U.S. economy could surprise on the upside in 2012.

Cohen & Grigsby, a business law firm, appointed Martha Jo (“Marty”) Wagner as a director in the firm’s ERISA and Employee Benefits and ERISA Litigation Groups. 

Total asset levels in the U.S. retirement market grew 9.6% from 2009 to 2010, totaling $15.8 trillion as of end of year 2010.

Fiduciary Investment Advisors opened a Boston office at 112 Water St.

Following the recent acquisition by Asset International, Financial Research Corporation (FRC) has a new focus on research priorities.

Great-West Retirement Services appointed Jay Killgore as regional sales director for Nebraska.  

The 6th U.S. Circuit Court of Appeals dismissed a claim of benefits interference against Duke Energy Corporation.

A federal court dismissed a claim that Wal-Mart Stores breached its fiduciary duties in underpaying retirement plan contributions based on wages that were discriminatory against women.

The Newport Group appointed Monica Elvira and William Callaway as regional directors.