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Edward Jones survey finds that only 37% of Americans were able to correctly identify 529 plans as a college savings tool.
May 24 -
Jeffrey C. Boucek has joined Segal Rogerscaseys Atlanta office as senior vice president, focusing on consulting, client relationship management and new business development.
May 21 -
Charles Schwab's Retirement Plan Services unit in January made waves by going passive.
May 18 -
Regulators in nations around the world, including fast-developing markets, dont know quite what to make of the asset management business, fund executives said.
May 11 -
On May 4. 3012, The findings of a BlackRock survey show that just over half, 51%, of retirees but only one quarter, 25%, of todays workers - are confident about having enough money to live comfortably in retirement.
May 4 -
May 7, 2012 story: Principal Funds has added three new regional directors to the firm's investment only team: Marcel Dawson, Gary Nakamura and Pamela Suing, focusing on growth within the registered investment advisor distribution channel.
May 4 -
On April 30, 2012, Prudential Annuity has unveiled two new asset allocation portfolios and two new sub-advisors.
April 30 -
On April 26, 2012, Prudential Retirement has four new plan sponsor clients: Clampitt Paper; the luxury travel agency Virtuoso; Fisher Auto Parts, and Trimac Transportation.
April 26 -
On April 25, 2012, TAMRO Capital launched the TAMRO Small Cap Collective Fund, which is sponsored by Global Trust Company and available to ERISA-only clients
April 25 -
Buyers and sellers still cannot agree on price, the heads of six acquisition-minded banks said in first-quarter earnings calls.
April 24 -
On April 19, 2012, the financial research and consulting organization LIMRA has hired Alison Salka to serve as corporate vice president and director of its retirement research division.
April 19 -
On April 13, 2012, MassMutual's Retirement Services Division has added three new sales directors to its sales and client management organization: Dararith Ly; John Randall and Raymond Zittlow.
April 13 -
On APril 12, 2012 Two industry groups, the Defined Contribution Institutional Investment Association (DCIIA) and the Retirement Income Industry Association (RIIA), are launching a joint effort to promote greater awareness and participation in retirement programs.
April 12 -
The usage of defined contribution plans and collective investment trusts is growing quickly, resulting in a big impact on the ways that pension holders invest for the future, according to research released by SEI.
April 10 -
Bank of Montreal Global Asset Management has moved its defined contribution business away from its Institutional Trust services arm and given it a new brand name, BMO Retirement Services.
April 4 -
A federal judge has declared that Fidelity Investments and the American unit of ABB, Inc. violated federal laws by making pension holders pay excessive 401(k) plan fees, and has ordered the defendants to pay $36.9 million in damages.
April 3 -
Investors confidence rose during the first quarter of 2012, according to the newly-released John Hancock Investor Sentiment Index.
April 3 -
Officials at State Street Corporation today have a few billion reasons to smile.
March 29 -
Retirement plan provider ShareBuilder 401k has expanded its All-ETF 401(k) platform with five new funds.
March 28 -
Pentegra Retirement Services has hired Pete Swisher to serve as senior vice president for national sales.
March 27
