News

StanCorp Equities has chosen Chris Weekley to be a pension consultant, responsible for retirement plan sales in Georgia and Tennessee.

The results of Fidelity’s Couples Retirement Study show couples both approaching and living in retirement are struggling with overall communication, planning, and management of their retirement finances.

Forward Management announced a series of name changes in its mutual fund lineup.

Qualified Default Investment Alternatives (QDIAs) are not a “get out of jail free” card for fiduciary liability.

linkedFA, the first social networking Web site that enables financial professionals to leverage social media compliantly, announced the beta release of a mobile version of www.linkedFA.com.  

LPL Financial’s ClientsFirst platform was first introduced in 2009, but has been revamped to better serve its retirement plan advisers.  

Based on a nationwide survey of more than 3,000 working adults, Putnam Investments has debunked several perceptions about American’s level of retirement readiness.  

As part of its efforts to comply with the President’s executive order for agencies to find ways to reduce regulatory burden, the U.S. Department of Labor has launched...

Almost half (46%) of middle market plan sponsors who switched providers in 2011 say they did so to upgrade their plan, according to a recent Spectrem Group study.

The first study by the newly launched Putnam Institute suggests most lifecycle fund offerings in today’s market are too aggressive in their equity exposure

The Multnomah Group announced the addition of John Chavez as Regional Director for Southern California.

Brandes Investment Partners & Co. (BIPCo) has expanded its investment servicing relationship with State Street to include its Canadian pooled funds totaling $1 billion Canadian dollars in assets.

Nationwide Financial is expanding its lineup of fiduciary tools and services for retirement plan sponsors and financial professionals with a 3(38) Investment Fiduciary Service from IRON Financial. 

Mercer's Outsourcing business has added three services to its benefits administration platform all related to financial planning.

John Hancock Retirement Income & Rollover Solutions (RIRS) announced the formation of its Consolidation Services group for retirement plan participants.

Pacific Investment Management Company (PIMCO) selected J.P. Morgan to offer five of its U.S.-registered exchange-traded funds (ETFs) on the Mexican Stock Exchange.

The Chicago Regional Office of the Employee Benefits Security Administration (EBSA) and the Internal Revenue Service (IRS) announced a Voluntary Fiduciary Correction Programs Workshop.

benefitsCONNECT announced that it has partnered with BackBone Inc., a health and technology communications firm, to provide brokers with a social media-driven user-engagement program.

Employer-sponsored retirement plans continue to shift away from defined benefit (DB) plans toward defined contribution (DC) and Roth 401(k) savings plans, according to SHRM’s 2011 Employee Benefits report.

Investment management firm Brinker Capital has announced that seven exchange-traded funds (ETFs) have been added to its defined contribution (DC) retirement plan offering.