Nationwide Financial has added an automatic rebalancing feature to its Investment Solutions Builder (ISB) tool. With the new feature, advisors can now rebalance asset allocation models on a... Read More
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BY NAPA Net Staff | 9/27/2014
AllianceBernstein has announced three new hires to its defined contribution team: Mark Brown, managing director for DC products, is responsible for supporting DC business development... Read More
BY Nevin E. Adams, JD | 9/26/2014
Janus Capital Group Inc. has announced that legendary fixed-income manager William H. Gross will be joining Janus Capital Group, where he will manage a recently launched Janus Global... Read More
BY NAPA Net Staff | 9/25/2014
TD Ameritrade has announced a new relationship with one of the largest equity compensation software-as-a-service companies in the world, Equity Administration Solutions, Inc. (EASi). ... Read More
BY NAPA Net Staff | 9/25/2014
Kris Krikorian has joined Pentegra Retirement Services as a regional director for qualified plan sales. He will be based in Mission Viejo, CA and report to Pete Swisher, Pentegra senior vice... Read More
BY Thomas Rowley | 9/20/2014
You already know that life insurance is designed to protect your family if you die prematurely. But are you “insured” against the opposite situation: living so long that you... Read More
BY NAPA Net Staff | 9/15/2014
Guardian Life has appointed Michael Reis to the new position of Field Director of Retirement Plan Sales. Reis will support Guardian Retirement Solutions’™ 401(k) national sales... Read More
BY Fred Barstein | 9/11/2014
Great-West has made organizational changes as it completes the acquisition of JP Morgan’s large market record keeping division: Ed Murphy, who headed up Putnam’s... Read More
BY NAPA Net Staff | 9/9/2014
A new tool from John Hancock Retirement Plan Services is designed to help advisors simplify 401(k) plan management. The “John Hancock Plan Manager,” an interactive website, creates... Read More
BY NAPA Net Staff | 9/8/2014
The Standard has announced that Brandon Budd has joined the firm as a retirement plan consultant in its South sales region, supporting advisors in Iowa, Missouri, Nebraska and Kansas. Most... Read More
BY NAPA Net Staff | 9/5/2014
Guardian Insurance has added 21 new investment options to its Guardian Choice® and The Guardian Advantage® investment option lineups. The additions include offerings from new fund... Read More
BY NAPA Net Staff | 9/5/2014
Pentegra Retirement Services has introduced “Pentegra SmartPath,” a new brochure which details recommended progressive plan design best practices that can best ensure successful... Read More
BY Fred Barstein | 9/4/2014
Last year Russell announced their Adaptive Investing service, which they touted as an alternative to TDFs. The service can customize an asset allocation product for each participant in a DC... Read More
BY NAPA Net Staff | 9/3/2014
MassMutual Retirement Services has named Aruna Hobbs as Head of Institutional Investments for Retirement Plans as part of a strategy to more aggressively promote its mutual funds and stable... Read More
BY Fred Barstein | 9/3/2014
As expected, the deal announced last April by Great-West to acquire JP Morgan’s Retirement Plan Services large-market recordkeeping business closed last week, giving the combined... Read More
BY NAPA Net Staff | 9/2/2014
OneAmerica has completed the acquisition of City National Bank's retirement services record keeping business. Business operations will remain in San Diego. Terms of the agreement,... Read More
BY NAPA Net Staff | 8/28/2014
Lincoln Financial Retirement Plan Services business recently announced three additions to the firm’s Participant Engagement team: • Alek Nabulsi, as an Advisor Director in the... Read More
BY NAPA Net Staff | 8/25/2014
Jean-Dominique Butikofer joined the fixed-income team as head of emerging markets at Voya Investment Management. Butikofer will direct the firm’s investment strategy for emerging markets,... Read More
BY Fred Barstein | 8/25/2014
On the heels of a GAO report on issues with managed accounts and the offer nine months ago by Schwab to rebate fees to unhappy clients, TD Ameritrade made an interesting guarantee to rebate... Read More
BY NAPA Net Staff | 8/21/2014
Pete Schroedle has been named regional vice president of retirement sales for the central region of the companies of OneAmerica. In this newly created role, Schroedle will oversee the Chicago,... Read More
BY NAPA Net Staff | 8/20/2014
Lincoln Financial Group’s Retirement Plan Services has announced enhancements to its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement... Read More
BY John Ortman | 8/19/2014
MassMutual’s Retirement Services division has added seven regional sales directors to support sales of defined contribution retirement plans in the emerging market — typically retirement... Read More
BY NAPA Net Staff | 8/13/2014
Ann Slotwinsky, VP of TPA Services at John Hancock Retirement Plan Services, has become president of NIPA, an organization dedicated to creating opportunities and experiences that significantly grow... Read More
BY NAPA Net Staff | 8/12/2014
BNY Mellon has named Michael Gordon to head its new Retirement and Strategic Solutions group. This unit was created to address a large amount of unmet client needs, including meeting current... Read More
BY John Adams | 7/30/2014
Nationwide Financial is now offering the Nationwide Diverse Managers Fund (NWWFX) to retirement plan clients. The fund seeks to provide capital appreciation and income by investing in a globally... Read More
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