American Century Investments recently launched a collective investment trust (CIT) that incorporates its popular One Choice Target Date Portfolios. The firm also announced that Kansas City-based... Read More
Advertisement
Service Providers
BY NAPA Net Staff | 2/27/2014
Nationwide continues to see growing interest for third-party fiduciary services. Since introducing its ERISA 3(38) investment fiduciary service from IRON Financial, approximately 400 plans with more... Read More
BY NAPA Net Staff | 2/25/2014
By Tom RowleyAccording to American Express, 6 million people became engaged on Valentine’s Day 2014.[1. American Express, “Valentine’s Day 2014: More Americans Say They’ll Spend for Love,” Feb. 3,... Read More
BY NAPA Net Staff | 2/25/2014
Mutual of Omaha Retirement Services recently made changes to its distribution, revamping territories and naming four new regional sales managers who consult with advisors to meet the 401(k)... Read More
BY NAPA Net Staff | 2/24/2014
Lincoln Financial Group recently announced the addition of three regional sales directors to its intermediary retirement plan sales force: Michele Wyatt, Mathew Abraham and Thomas O'Connell.Reporting... Read More
BY NAPA Net Staff | 2/20/2014
Aspire Financial Services announced that it has partnered with LPL’s Worksite Financial Solutions Platform. Aspire and LPL's partnership enables its plan sponsor clients to offer the Worksite... Read More
BY NAPA Net Staff | 2/19/2014
Fidelity has reported a 13% increase in operating income last year as the rally in equities boosted assets. Earnings, excluding costs such as interest and taxes, increased to $2.6 billion from $2.3... Read More
BY NAPA Net Staff | 2/18/2014
OneAmerica was recently recognized by the Allianz Global Investors’ Center for Behavioral Finance for providing record keeping services that support the research-based principles presented in the... Read More
BY NAPA Net Staff | 2/18/2014
By Jeffrey HemkerWhile getting the paper last Sunday, I found a door hanger for the Yellow Pages — specifically, for YP, the Yellow Pages app. This is the first time I didn’t get a hard copy of this... Read More
BY NAPA Net Staff | 2/13/2014
BlackRock has launched five new mutual funds that seek to provide long-term investment results corresponding to the total return of the applicable BlackRock CoRI Retirement Indexes. The CoRI Indexes... Read More
BY NAPA Net Staff | 2/12/2014
Fidelity Investments has launched an innovative new tool that allows modeling of specific bond-exposure choices as clients ask about rising rates and how they affect fixed-income portfolios. The... Read More
BY NAPA Net Staff | 2/11/2014
John Hancock Investments is reducing sales charges for Class A shares on 16 fixed-income funds, including the elimination of the front-end sales charges on the John Hancock Floating Rate Income Fund... Read More
BY NAPA Net Staff | 2/10/2014
CUNA Mutual Group announced yesterday the rebranding and newly targeted focus for its affiliate, CPI Qualified Plan Consultants, Inc. (CPI), which it acquired in 2009. CPI is now known as CUNA Mutual... Read More
BY NAPA Net Staff | 2/7/2014
Principal Financial has launched the Principal Income Protector, a new tool that helps financial professionals develop a customized retirement income plan for their clients. Powered by a proprietary... Read More
BY Fred Barstein | 2/6/2014
The long-awaited Schwab ETF 401(k) platform was released this week following a delay as the firm dealt with intraday trading and fractional shares issues. In the latest issue of NAPA Net the Magazine... Read More
BY NAPA Net Staff | 2/6/2014
Invesco recently reported assets under management of $778.7 billion as of Dec. 31, up 4.5% from the end of the previous quarter and up 16.7% from a year earlier. Net inflows in the fourth quarter... Read More
BY NAPA Net Staff | 2/4/2014
Franklin Resources has reported (free registration required) assets under management of $879.1 billion as of Dec. 31, up 4% from the end of the previous quarter and up 12% from a year earlier. The... Read More
BY NAPA Net Staff | 2/3/2014
Stadion Money Management, a money management firm known for its tactical investment solutions, recently announced the addition of a 401(k) managed account solution to Nationwide’s RIA Managed... Read More
BY NAPA Net Staff | 2/1/2014
The Guardian Insurance... Read More
BY Fred Barstein | 1/31/2014
Flying in the face of industry consolidation, TD Ameritrade announced Jan. 30 a bundled DC record keeping service geared for RIAs. Claiming that there are only a “few options” for RIAs, TD’s new... Read More
BY NAPA Net Staff | 1/30/2014
A strong fourth quarter capped off a big year at Merrill Lynch as Bank of America's brokerage business reaped the rewards of a rising stock market and some big investments in financial planning.The... Read More
BY NAPA Net Staff | 1/29/2014
By Jeffrey HemkerThis post adds a third voice to Invesco’s retirement expertise. I’m pleased to join my colleagues Tom Rowley, who specializes in IRAs and general retirement strategies, and Jon... Read More
BY Fred Barstein | 1/27/2014
If January is a harbinger of industry consolidation for the rest of the year, then 2014 will be very active. The week of Jan. 20, DailyAccess was sold to Verisight, which was bought last year by... Read More
BY NAPA Net Staff | 1/27/2014
When 403(b) plan participants have assets held by former service providers, it can pose major administrative and compliance problems for plan sponsors — problems that could eventually lead to action... Read More
BY NAPA Net Staff | 1/25/2014
By Jon VoglerRetirement experts believe your 401(k) plan will take on a new look and focus over the next few years as the industry introduces changes aimed at getting participants to save more money... Read More
Recent Comments