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Words of Wisdom

The five finalists for the Retirement Plan Adviser of the Year award shared some of their best practices at the 401(k) SUMMIT yesterday.

NRP Acquires Ohio B/D

National Retirement Partners, Inc. (NRP), announced its acquisition of Bryan, Ohio-based broker/dealer Oberlin Financial Corp.

S&P Sells Fund Data Biz to Morningstar

Standard&Poor's is selling its mutual fund data business to Morningstar, including mutual fund data on performance, rankings and holdings on more than 135,000 funds in over 30 countries,...

Are YOU an E-Mail E-ddict?

It used to be that a messy desk was considered to be the sign of a cluttered and inefficient mind (at least by so-called efficiency experts).

More DC Participants Means More Questions

An anticipated 20% increase in defined contribution (DC) participants between 2007 and 2011 means a pool of 9.6 million people with potential questions regarding their plan, according to...