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Mutual of Omaha has named Seth Friedman to serve as 401(k) national sales director. He takes over for Michael Ziccardi, who left the firm in December to join Rekon Intrelligence, which works with advisors to help them build out their businesses.
February 29 -
New study finds that majority of middle-income Americans admit to knowing little about the Medicare program.
February 29 -
Theres a new authority watching over faculty and staff on campus at Wellesley College.
February 27 -
Fidelity Investments reported that its sales of defined contribution plans to small- to medium-sized firmst grew 40% in 2011, reaching commitments of $6.6 billion in assets by years end.
February 23 -
Fidelity Investments reported strong sales growth last year of defined contribution plans to small and midsized employers in 2011.
February 23 -
About 60% of those with SIMPLE-IRAs were not aware that employer tax filing is not required.
February 22 -
Wade D. Pfau will oversee Retirement Management Analyst designation program as curriculum director.
February 22 -
Pasadena, Calif.-based Retirement Revolution, a recordkeeping and custodial service provider to third party administrators and plan sponsors, has named Frank Bruno as its new national sales director. Bruno will be in charge of managing the sales team for all of Retirement Revolution products.
February 22 -
Wells Fargo is using Twitter to spread the word about saving for retirement. The banking giant has been promoting America Saves Week by using its Twitter account, @Ask_WellsFargo.
February 22 -
As the Baby Boom generation heads for retirement, the traditional notion that turning 65 automatically triggers retirement is changing.
February 22 -
Almost three-quarters (71%) of target-date fund investors say that target-date funds have made them feel more confident they were making good investment decisions, according to a study.
February 21 -
This week, IRA expert Ed Slott fields questions about recharacterization provisions for Roth IRAs and making contributions in a spouses name.
February 16
Ed Slott & Co. -
DST Systems has designed a new program, Retirement Income Clearing Calculator, which will widely distribute retirement income products to sponsors and participants of defined contribution plans.
February 16 -
The combination of Baby Boomers heading into retirement and the arrival of Echo Boomers into savings programs is about to put financial advisors on the ride of their professional lives, according to the fourth-largest distributor of mutual funds in the United States.
February 16 -
DST Systems has designed a new program, Retirement Income Clearing Calculator (RICC), which will widely distribute retirement income products to sponsors and participants of defined contribution plans.
February 15 -
T. Rowe Price has launched a new web-based retirement-planning tool that it says will help investors envision their lives in retirement.
February 15 -
Bank of Americas health savings account business rose 34% with the addition of 50,000 new accounts last year, as it also integrated that business in its institutional retirement business.
February 13 -
50% of Money Market Clients Fear NAV Fluctuation; Fixed-Income ETPs Experience Record Inflow; Vanguard Targets Gen Y Looking to Retire in 2060
February 10 -
Less than half -- 45% -- of Generation X and Y investors plan to contribute to Individual Retirement Account accounts for the 2011 tax year, according to survey results from T. Rowe Price.
February 10 -
A boost in United States and global equity markets led in January to a 1.7% increase in the funded status of the typical U.S. corporate pension plan, according to a newly released report from BNY Mellon Asset Management.
February 10
