Practice

The Retirement Plans Division of Mutual of Omaha is launching an online education system called SmartPlan Enterprise to provide risk tolerance and investment strategies to its participants.

Retirement executives at Fidelity Investments today have a few billion reasons to smile. That’s because the plan provider has renewed its contract with Raytheon Company, a technology and defense company, through 2017. The two companies have a 20-year relationship that began in 1992.

ING has released a new mobile application that allows ING retirement plan participants to access and manage their retirement plan account information in transit.

Private company share trader SharesPost and its chief executive, Greg Brogger, have agreed to pay penalties, of $80,000 and $20,000 respectively, to settle charges that the firm facilitated securities transactions without registering with the SEC as a broker-dealer.

ING today released a new mobile application that allows ING retirement plan participants to access and manage their retirement plan account information in transit.

Financial Planning Senior Editor Donna Mitchell says there are a litany of business models and management options available outside the structured walls of wirehouse firms.

Great Bend, K.S.-based CPI Qualified Plan Consultants, a third-party admnistrator for retirement plans, has named 25-year veteran Jon Prescott as its president.

CME Group said it will start offering “one-pot” margining of positions in interest-rate swaps and futures, beginning May 7.

Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services. His primary responsibility will be launching enterprise sales and marketing initiatives for the company’s marketing tool for financial advisors, FiPath for Advisors.

San Francisco, Calif-based Forward Management, LLC today unveiled its latest offering, the Forward Managed Futures Strategy Fund, a systematic, trend-following vehicle that will bet long and short exposure on liquid futures contracts in commodities, equities, bonds and currencies.