Transamerica Retirement Solutions has introduced the Market Insights: Healthcare App, a new mobile app designed specifically for retirement plan sponsors of health care organizations and their... Read More
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BY NAPA Net Staff | 12/16/2013
Charles Schwab has announced a program that would allow some of its advisory clients to request a refund of the prior quarter's program fees “if, for any reason, they are not happy.” The so-called “... Read More
BY Fred Barstein | 12/13/2013
The voting for NAPA’s list of top DC wholesalers will end next Friday, Dec. 20! Please take the opportunity to support your local wholesaler by voting here — or you can simply email us (jmckibben@... Read More
BY NAPA Net Staff | 12/13/2013
ABG-Illinois has launched an innovative free app designed to help retirement plan advisors, plan sponsors and their participants keep a closer eye on their future. The ABG-IL app, designed for Apple... Read More
BY Fred Barstein | 12/12/2013
With funding from Lightyear Capital, a deal was announced this week for employees of RidgeWorth Capital Management to buy RidgeWorth from parent SunTrust for a reported $265 million. RidgeWorth, a 30... Read More
BY NAPA Net Staff | 12/12/2013
MFS has announced the launch of two low-volatility mutual funds, MFS Low Volatility Equity Fund (MLVAX) and MFS Low Volatility Global Equity Fund (MVGAX). The funds are intended to meet the increased... Read More
BY NAPA Net Staff | 12/11/2013
Walmart is sticking with Bank of America's Merrill Lynch unit to run its $18 billion 401(k) program. Earlier this year, the Bentonville, AR-based retailer put its retirement plan — the largest... Read More
BY NAPA Net Staff | 12/10/2013
Fidelity has launched the Fidelity Investments Retirement Preparedness Measure (RPM), based on data from Fidelity's 2013 Retirement Savings Assessment survey. It is a measure of whether working... Read More
BY NAPA Net Staff | 12/9/2013
The new financial software employed by Raymond James’ advisors and powered by PIEtech Inc., has been used to create more than 50,000 financial plans and has been used by more than 70% of the firm’s 5... Read More
BY Warren Cormier | 12/6/2013
In its 2013 annual report on advisors’ satisfaction and loyalty with record keepers, DCP and Boston Research Group identified the factors that matter most to advisors when deciding where to place... Read More
BY NAPA Net Staff | 12/6/2013
Wells Fargo has named Laurie Nordquist head of its Personal and Small Business Insurance (PSBI) division. Effective Dec. 16, Nordquist will lead a team dedicated to providing auto, home, renters,... Read More
BY NAPA Net Staff | 12/5/2013
With nearly half of American workers sitting on less than $10,000 in retirement savings, individuals simply aren't financially ready for retirement. Principal Financial has launched Principal® ... Read More
BY NAPA Net Staff | 12/4/2013
One of the best investments you can make is in your own professional development. If you’ve earned a financial industry designation, you know it’s an excellent way to broaden your expertise, keep up... Read More
BY NAPA Net Staff | 12/4/2013
OneAmerica announces the launch of American United Life Insurance Company® (AUL)’s Secure Income Stream Annuity, a flexible deferred income annuity designed to provide consumers with a guaranteed... Read More
BY Fred Barstein | 12/3/2013
Transamerica Retirement Solutions has announced the results of a year-long analysis on the effectiveness of custom, target-date investment structures for participants in employer-sponsored retirement... Read More
BY NAPA Net Staff | 11/29/2013
LPL Financial and Millennium Trust have announced the integration of Millennium Trust's Automatic Rollover Solution to its Worksite Financial Solutions retirement planning services platform. LPL’s... Read More
BY NAPA Net Staff | 11/25/2013
SPX Corp. based in Charlotte, NC, has entered into an annuity buyout contract with MassMutual covering about 16,000 retirees. SPX plans to offer a lump-sum option to 7,500 vested former employees.... Read More
BY NAPA Net Staff | 11/22/2013
An annual retirement survey by BlackRock polls plan sponsors about their beliefs, attitudes and concerns in three major areas of opportunity for tapping the full potential of DC plans, clarifying key... Read More
BY NAPA Net Staff | 11/22/2013
Pershing announced last week that it is integrating several popular third-party technology applications into its NetX360 platform for advisors. NetX360 will now offer portfolio management and... Read More
BY Fred Barstein | 11/22/2013
Every six months we update our list of DC providers (record keepers and DCIO firms) and broker dealers. Though there have not been any major shifts, there are more subtle changes that might indicate... Read More
BY NAPA Net Staff | 11/21/2013
Franklin Templeton Investments launched its first hedge fund mutual fund Nov. 18. The Franklin K2 Alternative Strategies Fund uses a multi-strategy, hedge fund-of-funds structure, managed by Franklin... Read More
BY Fred Barstein | 11/20/2013
Every six months we update our list of DC providers (record keepers and DCIO firms) and broker dealers. Though there have not been any major shifts, there are more subtle changes that might indicate... Read More
BY NAPA Net Staff | 11/19/2013
Toni Brown and John Doyle have joined the Los Angeles-based money manager Capital Group as senior DC specialists — newly created positions at the firm — according to Mark Steburg, SVP of business... Read More
BY NAPA Net Staff | 11/18/2013
American Century Investments announced the launch of Plan Health Pro, a new tool aimed at helping retirement plan advisors and sponsors assess plan effectiveness for better participant outcomes. Plan... Read More
BY NAPA Net Staff | 11/15/2013
Great-West Financial has appointed Andrew Gracan, an experienced sales leader, as regional sales director of national accounts for its Northeast market. Gracan is responsible for sales of 401(k) and... Read More
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