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Advisors contributed to the growth in Fidelity's defined contribution sales commitments during the first half of 2012, bringing in more than 450 new clients with close to 100,000 participants and $2.6 billion in assets under administration.
August 7 -
Bank of America Merrill Lynch has grown its new financial benefit plan assets to a record $20 billion this year as it leverages stronger ties between its bank and brokerage forces.
August 7 -
On August 7, 2012, The Segal Company today said that its founder and Chairman Emeritus, Martin Segal, has passed way. He was 96 years old.
August 7 -
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David Wray, president of the Plan Sponsor Council of America, will retire from his post as president of the PSCA at the end of September.
August 3 -
OneAmerica has teamed up with Edward Jones to provide 401(k) and 403(b) retirement solutions to employer clients.
August 2 -
The Retirement Income Industry Association has released the first of a series of surveys to find out what it takes to become a top retirement income advisors.
August 2 -
Allianz Life survey also finds many ignore the effects of inflation and taxes on their retirement income; company launches online retirement planning application.
August 2 -
Routine reviews of defined contribution retirement plans can reduced fiduciary, investment and compliance risks.
August 1 -
Planners should ensure stay-at-home parents have sufficient insurance and are saving enough for retirement.
August 1 -
On Julr 31, 2012, Kate Healy has been named the new managing director of marketing for TD Ameritrade Institutional, responsible for the development of marketing strategies and focusing on the independent registered investment advisors channel.
July 31 -
On July 31, 2012, John (Jack) Bogle, founder of The Vanguard Group, Inc., has a new gig.
July 31 -
A former AllianceBernstein investment guru is taking a stab at public service.
July 27 -
Target-date funds pulled in $13.9 billion in the second quarter despite the nearly 3% loss on average, according to Morningstar.
July 27 -
Women age 65 and older live in poverty at higher rates than men even as more of them participate in employer-sponsored retirement plans, according to a U.S. Government Accountability Office study.
July 26 -
Just 1% of the plan participants surveyed stopped contributing to their DC plan accounts, unchanged from the year-ago quarter.
July 26 -
In a new global survey, Accenture finds opportunity for life insurers to present clearer, more personalized information to win over these masses.
July 26 -
United Technologies Companylast month took the plunge into providing its employees a steady stream of retirement income.
July 26 -
Ask Ed Slott: Your IRA Expert answers readers questions about the best way to reinvest proceeds garnered from beneficiary IRAs.
July 25
Ed Slott & Co. -
Forty percent of Boomers wait until five years before retirement to begin planning, according to a study by Allianz Life.
July 24

