Charles Schwab Bank, a trust and custody service provider to 401(k) and other retirement plans, has added the Schwab Institutional Diversified International Trust Fund to its suite of...
The Michigan Department of Treasury and TIAA-CREF Tuition Financing, Inc. announced a reduction in fees of the Michigan Education Savings Program (MESP).
ING DIRECT's ShareBuilder 401k expanded its profit sharing 401(k) plan to allow small-business owners to award different levels of contributions to their employees based on group-specific criteria.
The “Form ADV Part 2 Brochure Template” will help investment advisers with the new required format based on the recent Securities and Exchange (SEC) rule update.
The Employee Benefits Group division of Sun Life Financial launched the “YOU” campaign to help employers engage employees during voluntary benefit enrollments.
Retirement Made Simpler (RMS) released an online toolkit to provide employers with step-by-step guidance for implementing 403(b) plan automatic features.
Primax Payment Systems partnered with Northeast Retirement Services and Union Center National Bank of Union, New Jersey to launch an optional service providing solutions for the administration and...
Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to...
A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.
Van Eck Global launched an exchange-traded fund (ETF) which seeks to give investors exposure to the equities of companies primarily engaged in the producing, refining, and recycling of...
ING Investment Management reduced the expense ratios for the "I" shares of five of its actively managed fundamental equity funds, the company announced.
Diversified Investment Advisors has a new in-plan investment option that guarantees income for life, while allowing retirement plan participants to participate in the stock and bond markets and...