Administration | September 24th, 2008 Companies Increasingly Allow Options Exchange September 24, 2008 (PLANSPONSOR.com) - Firms are increasingly offering equity exchange programs by which employees can trade worthless options for...
Products | September 23rd, 2008 Fiduciary Benchmarks Launches New Service for NRP Clients September 23, 2008 (PLANSPONSOR.com) - Fiduciary Benchmarks, Inc. (FBi) announced it has partnered with National Retirement Partners (NRP) to offer...
Products | September 22nd, 2008 Mercer Launches Consultancy for Life, Accident, Disability Solutions September 22, 2008 (PLANSPONSOR.com) - Mercer's health and benefits business has launched a national specialty consulting practice focused on life,...
Deals and People | September 22nd, 2008 Case Joins Mercer's Investment Consulting Business September 22, 2008 (PLANSPONSOR.com) - Steven Case has joined Mercer's investment consulting business as a senior consultant, based in New...
Products | September 19th, 2008 USI Consulting Opens NYC DC Consulting Practice September 19, 2008 (PLANSPONSOR.com) - USI Consulting Group announced its new defined contribution consulting practice based out of its New...
Products | September 18th, 2008 Three Firms Join Hands to Offer Adviser Product September 18, 2008 (PLANSPONSOR.com) -Ascensus announced it has partnered with LPL Financial and 401(k) Advisors to deliver Fiduciary Advisor 401(k).
Administration | September 17th, 2008 NJ 403(b) Administrator Makes Fourth Acquisition September 17, 2008 (PLANSPONSOR.com) - A New Jersey-based 403(b) benefits administrator specializing in the K-12 market has acquired an Ohio...
Administration | September 11th, 2008 Prudential Acquires MullinTBG September 11, 2008 (PLANSPONSOR.com) - The Prudential Insurance Company of America has entered into an agreement to acquire MullinTBG Insurance...
Administration | September 11th, 2008 Former UnitedHealth CEO to Pay $30M to Settle CalPERS Suit September 11, 2008 (PLANSPONSOR.com) - The California Public Employees' Retirement System (CalPERS) announced Wednesday that it has entered into a...
Compliance | September 10th, 2008 NJ Appellate Court Clears Financial Planners of Wrongdoing September 10, 2008 (PLANSPONSOR.com) - A New Jersey appellate court has affirmed dismissal of fraud charges against advisers who recommended...
Products | September 8th, 2008 MassMutual Announces Registered Offering for TPAs September 8, 2008 (PLANSPONSOR.com) - MassMutual's Retirement Services Division has unveiled a new registered product for 401(k), 401(a) and 403(b)...
Benefits | September 2nd, 2008 New 403(b) Administrator Announces First Provider Acquisitions September 2, 2008 (PLANSPONSOR.com) - U.S. Retirement Partners, which recently launched as a 403(b) benefits administrator, announced it has closed...
Benefits | August 25th, 2008 Fees Surpass Service as Top Reason to Switch Providers August 25, 2008 (PLANSPONSOR.com) - Spectrem Group announced that for the first time since it began tracking data in 1989,...
Deals and People | August 25th, 2008 Invesco Strengthens Institutional Sales and Consulting August 25, 2008 (PLANSPONSOR.com) - Invesco Institutional announced three new appointments to its U.S. Sales, Client Service and Consulting team.
Compliance | August 22nd, 2008 Appellate Panel Backs Staples Options Cutoff August 22, 2008 (PLANSPONSOR.com) - The Staples office supply company has been cleared of wrongdoing in refusing to allow an...
Benefits | August 19th, 2008 Analyzing 403(b) Vendors August 19, 2008 (PLANSPONSOR (b)lines) - With the new Internal Revenue Service 403(b) regulations comes a key shift from the...
Deals and People | August 7th, 2008 Northern Trust Taps CTA Alum for Institutional Services Post August 7, 2008 (PLANSPONSOR.com) - Northern Trust has turned to Carl Lingenfelter, a former pension trustee for the Chicago Transit...
Deals and People | July 31st, 2008 BNY ConvergEx Group Announces Two New Sales Execs July 31, 2008 (PLANSPONSOR.com) - BNY ConvergEx Group has announced two sales executive appointments.
Deals and People | July 29th, 2008 Hewitt Names Consulting Heads July 29, 2008 (PLANSPONSOR.com) - Hewitt Associates has appointed Eric Fiedler and Yvan Legris as co-presidents of its consulting business,...
Products | July 28th, 2008 Otto Launches New RIA July 28, 2008 (PLANSPONSOR.com) - Al Otto, who recently departed White Horse Advisors, has launched a new firm.