News

Integrated Retirement announced the addition of Jayne Fahlen as Vice President, Business Development. 

A Transamerica survey found that despite the pessimistic retirement outlook among many American workers, more than one in five (21%) expect to retire before age 65. 

USI Consulting Group announced that Kathleen Sebetka has joined the company as Vice President, Retirement Services.

Transamerica Retirement Services has introduced an ERISA Section 3(21) fiduciary service to help retirement plan advisers and sponsors mitigate investment fiduciary risk.

Alerus Retirement Solutions, a division of North Dakota-based Alerus Financial, has gone live with PlanServe’s Relevant Pension Portal.

Putnam Investments is introducing the Putnam Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a Retirement Income Analysis Tool. 

A California court denied a participant’s claim that a state law allows for him to receive shares of a company's non-operational employee stock ownership plan (ESOP), on grounds...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) issued a final regulation regarding a new prohibited transaction exemption.

Dorann Cafaro has joined Fiduciary Benchmarks as a Senior Vice President, Advisor Sales. 

Although advisers have a higher approval rating than recordkeeper relationship managers among mid-market plan sponsors, they have been struggling to keep pace in the small-market, according to Richard Schroder, President...

When I’m talking to plan sponsors (and advisers) about the challenges of being an ERISA fiduciary, a lot of things come to mind.

American workers ages 18-36 are more interested in having a guaranteed retirement income feature in their retirement plan than those 45 years of age and older, a recent...

The Securities and Exchange Commission (SEC) selected Andrew J. Bowden to be Associate Director of the National Investment Adviser/Investment Company Examination Program.

A survey of plan sponsors at private colleges and universities found 95% of respondents include a 403(b) plan option in their retirement savings plan.

The SPARK Institute released a new version of its information sharing standards and data layouts for lifetime income solutions that are used in retirement plans. 

American United Life Insurance Company (AUL) has named Mark Wutt as Vice President of individual marketing and sales support. 

Vanguard has added an optional Guaranteed Lifetime Withdrawal Benefit (GLWB) rider to its Vanguard Variable Annuity.

Charles Schwab has licensed a Dow Jones U.S. Dividend 100 Index to underlie the Schwab U.S. Dividend Equity ETF. 

The Internal Revenue Service (IRS) has issued a notice to provide guidance on fee requirements for employee plans determination in the Internal Revenue Code. 

For the 2012 tax year,  personal exemptions and standard deductions will rise and tax brackets will widen due to inflation, the Internal Revenue Service (IRS) reports.