Index of Marketplace News Archive for the Year 2009

The following is an index of Marketplace News for the year 2009 contained in the 401khelpcenter.com database. Most current releases are at the top. The press release url contains the date of the release.

The best way to locate a release is to use our Search feature.

For 2008 Marketplace News click here.
For 2007 Marketplace News click here.

2009 MARKETPLACE NEWS INDEX

BNA Books Releases 2009 Cumulative Supplement to 'Employee Benefits Law'

Vanguard Announces Plans for New Actively Managed Equity Fund

eRollover Appoints Tim Harrington Chairman and CEO

Towers Perrin/Watson Wyatt Announce Shareholder Approval of Merger

U.S. Retirement Announces Alliance With Financial Independence Group

RSM McGladrey Expands its Focus on Retirement Services

PlanServe Announces Release of Latest 403(b) Common Remitter Platform

BB&T Institutional Services Wins "Best in Class" Awards

John Hancock Retirement Plan Services Wins Communications Awards

Newport Group Appoints Ann Ennis As Head of Financial Institution Services

SPARK Institute Releases Draft Guidelines for 403(b) Form 5500 Filings

MassMutual to Launch New RetireSmart Participant Engagement Platform

AMG to Acquire Majority Equity Interest in Aston Asset Management LLC

NTSAA Votes to Combine Operations with ASPPA

The Principal Announces New TPA Expense Allowance Program

Lincoln Financial Group Names New President for Defined Contribution Unit

Financial Engines Plans IPO

Merrill Lynch Realigns Retirement Leadership Team

BrightScope Releases 2009 Top 30 401k Plan List

NextStep Adds vWise SmartPlan Enterprise to Its Participant Education Offering

RiversEdge Advanced Retirement Solutions Begins Operations in Pittsburgh

First Mercantile Adds to National Sales Team

OppenheimerFunds Retirement Services Announces New Retirement Planning Resources

Newkirk Announces Upgrades to Member Communications Online System

White Horse Advisors Selected by Cbeyond to Provide 401k Advisory Services

John Hancock Retirement Plan Services Enhances Financial Representative Website

Ftwilliam.com Releases Spanish Language Version of the Summary Plan Description

Fidelity Teams With FundQuest to Make Annuities Available to Fee-Based Advisors

Great-West Appoints Second Sales Director for Texas and Louisiana

Entrust Reports Record Growth in Self-Directed Retirement Investment Accounts

Swift Transportation Selects The Principal for Retirement Plan Services

Fiduciary Benchmarks and Bdellium Launch Retirement Readiness Index

CPI Opens New Jersey Consulting Office

Transamerica Announces New Fund Platform for Company-Sponsored Retirement Plans

Financial Engines Reaches $25 Billion in Managed Accounts

Great-West Appoints 401k Sales Director

The Standard to Offer Managed Account Service to 403(b) Plans

Transamerica Taps Top Industry Professional to Head TPA Distribution

MG Advisory Expands RetireTool(k)it Services

Callan Develops Advanced Tools to Assess Target-Date Funds

Washington Asset Management Hires 401k Marketing VP

Charles Schwab Expands Its Educational Website

CPI Opens Wisconsin Consulting Office

ING Retirement Services Forms New Higher Ed Business Development Team

New Boston Firm Steps Into 401k Advice Market

Metlife and Fidelity Partner on New Retirement Income Annuity

Natixis Global Associates Strengthens Presence in Retirement Marketplace

SunTrust Adds FDIC Insured Account to Its 401k Offering

Great-West Retirement Services Appoints Two Regional Sales Directors

Pittsburgh Retirement Consulting Firm Makes Name Change

Fiduciary Benchmarks Announces Ability to Benchmark 98% of All 401k Plans

National Investment Managers Acquires 500 Plan Block of Business

Tom Johnson Joins New York Life as Head of Business Development for Retirement Income Security

BrightScope, Target-Date Analytics Create New Index

EPIC Advisors, Mutual of Omaha Team Up to Offer New Retirement Platform

Great-West Retirement Services Lands City of Jacksonville Plans

ABA Retirement Funds Announces Enhanced Investment Structure for Participants

Stadion Retirement Exceeds $1 Billion in QDIA Assets

J.P. Morgan Funds Launches Online Target-Date Evaluation Tool

MassMutual Retirement Services Reports Highest Sales Month in History

10th Edition of 401k Fee Comparison Book Released

Pension Benefit Information and RolloverSystems Form Joint Venture

Sentinel Financial Adds vWise SmartPlan Enterprise to its Participant Platform

Prudential Launches 'Redefining Retirement' DC Plan Model

CDM Retirement Consultants Expand Plan Services

401k Advisors Opens Dallas Office

Hand Benefits & Trust Adds Shariah Compliant Option to Collective Investment Funds

Newkirk Launches Low-Cost, Multi-Purpose Participant Communication

First Mercantile Adds Northwest Region Sales Director

Online 401k Partners With Five New Independent Payroll Providers

Social(k) Adds Tobacco-Free Funds to 401k Retirement Platform

The Standard Launches New Retirement Savings Campaigns

ING Launches 403(b) Participant Planning Tool

SEI Signs Ten New Collective Investment Trust Managers

CAPTRUST Adds Top Advisory Team to Firm

Bankrupt Retailer Appoints Independent Fiduciary on 401k Plan

ING Unveils New Platform and Support Program for TPA Partners

American Century Investments Launches Collective Trust Program

Transamerica Enhances Annual Retirement Plan Review with Comparative Data

The Wiley Group Emerges As Independent RIA

ASPPA Expands Expertise in Recordkeeper Certification Program

Arnerich Massena Announces New Director of Research and Analytics

Virginia School District Appoints Great-West As 403(b) Provider

Firms Select SunGard's New ETF Retirement Plan Solution

Newport Appoints Industry Leader to Head Retirement Services Division

PSCA Announces the 2009 Signature Awards Winners

McGraw-Hill's Financial Communications Rolls Out New Retirement Enrollment Kit

Alliance Benefit Group Carolinas Unveils Revamped Website

Guardian Expands National Sales Team for Retirement Solutions Business

BrightScope Launches Advisor Central Interface

Bank of America Names Sieg to Head of Retirement Group

Nationwide Financial Selects Arvia to Lead Retirement Plans Business

Investment Research Veteran Joins the Hyas Group

PSCA Releases 52nd Annual Survey of Profit Sharing and 401k Plans

Mercer Adds Staff to Investment Consulting Business

PenChecks's Launches New Premium IRA Fiduciary Service

RolloverSystems to Provide NRP Financial with Expanded Participant Rollover Network Services

McHenry Partners Add Staff in California

Putnam Investments Offers Target Date Funds to Integrate Absolute Return Strategies

TRI-AD and Paylocity Integrate Their Payroll/HRIS and 401k Recordkeeping Services

100 Best Sales Tips Released by Leading Industry Marketing Firm

Minority Owned Firm Enters Defined Contribution Retirement Plan Market

Alliance Benefit Group Carolinas Adds to Advisor Service Team

Overlap Inc. Makes Major Push into Retirement Plan Marketplace

PlanTools LLC Releases Expense Analysis and Benchmarking Tool

ExpertPlan Launches Trading Platform with Charles Schwab Trust Company

Morningstar Launches Target-Date Fund Series Ratings and Research Reports

Newport Selected by Commonwealth Financial Network

PSCA Applauds New Retirement Plan Guidance

Great-West Retirement Services Rolls Out "401k Day" Program

CPI Selected for LPL Financial Plus Program

MassMutual Achieves Highest Q2 and YTD 401k Sales Increases

BrightScope Secures $2 Million in Series B Funding

PAi Announces Results of Customer Satisfaction Survey

Retirement Advantage, Inc. Acquires 401k Administrators

PSCA Offers Free Communication Program to 401k Plan Sponsors

Ftwilliam.com Receives Preliminary Certification of EFAST 2 Transmission Software

Great-West Retirement Adds Sales Staff

Austen Riggs Center Selects MassMutual for 403(b) Plan

White Horse Advisors Selected by Republic National Distributing to Provide Plan Services

Great-West to Sponsor 403(b) Prototype Plan

Diversified Investment Advisors Introduces Retirement Readiness Report

CPI Introduces Same-Day Investment of Payroll Contributions

Firm Makes New ERISA Compliance Assessment Service Available

Great-West Launches New Target Date Funds

Financial Engines Launches Broader 401k Retirement Planning Help

Arnerich Massena Hires New Director of Wealth Management

Transamerica Launches New Plan Administration Support Service

Principal Releases New Retirement Educational Material

Ftwilliam.com Releases Sample Amendment to Suspend Safe Harbor Nonelective Contributions

Transamerica Retirement Services Expands Executive Team

Morningstar Announces New Target-Date Fund Series Rating and Research Reports

"Retirement Resource Guide" Published

Great-West Retirement Services Appoints New Regional Sales Director

DOL and SEC to Hold Hearing on Target Date Funds

Knowledge Congress Schedules Live Webcast on 401k Plans

EPIC Advisors Partners with Texas Firm

The SPARK Institute Issues White Paper Defending 401k

New Consultant Joins Arnerich Massena

Regulatory Overhaul at Forefront of Fiduciary360 National Conference

CPI Qualified Plan Consultants to Acquire Arizona Firm

PSCA Says President's Budget Preserves Plan Innovation

Millions of Dollars in Retirement Benefits Go Unclaimed

Mercer Announces New Hires to Expanded DC Sales Group

MassMutual Chosen as Full-Service Provider for LAMMICO Retirement Plan

Ascensus Adds ETFs to Fee-Based Platform

RolloverSystems Creates New Sales Positions

P&A Retirement Plan Services Rolls Out ETF Program

The SPARK Institute Defends 401k, Recommends Changes

Diversified Investment Advisors Introduces New Retirement Plan Review Tool

Principal Releases New Three-Step Enrollment Workbook

AtPrime Media Announces New Retirement Plan Detective Software

Newly Chartered National Trust Company to Specialize in Independent Fiduciary Services

Smart401k Hires Impact Communications to Promote 401k Review Services

Barclays Launches "iShares in 401k Program"

Wells Fargo's Institutional Retirement to Acquire Comerica's DC and Recordkeeping Business

ExpertPlan Hires EVP of Sales, Marketing and Business Development

Hewitt to Offer Prudential's IncomeFlex Target Solution

ABA Retirement Funds Names Scarlett Ungurean Executive Director

Ascensus Expands Trade Platform

Schwab Makes Strategic Enhancements to Target Funds

Profit Sharing/401k Council of America Makes Staff Changes

Mercer Launches Online Retirement Planning Program

New Web Service Provides Advice for 401k Participants

SunTrust Offering New Online 401k for Small Businesses

Firm Seeks DOL Clarification of ERISA Fiduciary Rules Against Self-Dealing

Retirement Plan Advisory Group Launches Fiduciary Fitness Program

Ward Harris Rejoins McHenry from Rogerscasey

Retirement Plan TPAs Gaining Market Share

NextStep Purchases Assets of BenefitStreet

Callan Associates Hires Consulting Veteran

CAPTRUST Expands Virginia Operation

First Mercantile Adds to National Sales Team

401kDIRECT Announces New EFT Program

Hewitt Integrates Financial Engines Service into Administration Solution

Fidelity Introduces Online Technology Evaluation Tool for RIAs

BrightScope Reports Strong Response from Plan Sponsors

PBI Launches New Funding Notification Service

Putnam Investments Names New Managing Director of DC Sales

Mercer Announces Expanded Distribution of DC Administration Services

MassMutual Retirement Adds to Sales Management Team

FASCore to Provide Plan Recordkeeping for Putnam Investments

Putnam Launches New DC Platform

DST Retirement Solutions to Support New AARP 401k Offering

ASPPA, CIKR, & NAIRPA Support Independent Invest. Advice

NAIRPA to Represent Independent Retirement Plan Investment Advisors

ADP Announces New Retirement Services Offering

Hartford Expands Target Retirement Funds Lineup

Newkirk Produces Automatic Enrollment Book for QACA/EACA Plans

Great-West Retirement Launches New Retiree Website

ExpertPlan Unveils PlanRecordkeeper+

Fiduciary360 Announces Partnership with FBi

Fiduciary Benchmarks Launches 401k Data Portal

MassMutual Enhances Their TPA Alliance Business Model

Retirement Advantage Hires New Sales Reps for Midwest & Western Regions

New Managing Member Named at Benefit Plans Plus

Alliance Benefit Group Carolinas Creates Advisor Service Team

Fidelity Launches Comprehensive Financial Guidance Program

Ann Schleck & Co. Introduces New Tools Including Fee Benchmarker

CAPTRUST Makes Another Retirement Plan Advisor Acquisition

MassMutual Hires New TPA Relationship Manager for Midwest Region

UNIFI Retirement Targets $3-$20 Million Plan Market

Two New Senior Investment Analysts Join Arnerich Massena

ING Institutional Plan Services to Provide 401k Services for BNY Mellon

Allegiant Funds Added to CPI Retirement Platform

EPIC Advisors Partners with Total Solution Financial Partners

Future of Asset Allocated Funds Conference Set for March

Fiduciary360 National Conference Scheduled for May 2009

CUNA Mutual Selects Synapses for Comprehensive 401k Analysis

U.S. Retirement Partners Acquires Group of Five Florida Firms

ADP Selects GuidedChoice for Plan Participants Advice

vWise Wins Eddy Award for Harrah's Entertainment 401k Work

Mercer to Acquire Callan Associates

Prudential Retirement Selected by New York MTA 401k

Reliance Trust Company Unveils New 401k Plan

RolloverSystems Introduces New 401k Tools

The Online 401k Partners With Three New Payroll Companies

Senior Staff Promotions Announced at Millennium Trust

Social(k)'s SRI Retirement Plans Increase in 2008

Invesco Aim Launches New Benchmarking and 401k Plan Review Tool

MassMutual RetireSmart Academy Makes Debut

Fiduciary Risk Assessment and PlanTools Merge

Putnam Names New Lead of DC Business

Great-West Retirement Services Appoints New Regional Sales Directors

Firm Announces Launch of System Designed to Engage Employees in Their 401k Plans

New Tools Help With New Retirement Plan Reporting Rules

Altigro Acquires Global Pension Services

GTS OnDemand Announced by BLAZE SSI

White Paper 'The Successful Retirement Advisor Part II' Published

New 401k Education Company Founded

401k Rating System and Disclosure Website Launched

CAPTRUST Deepens Presence in the Midwest

DALBAR Adviser Audit Upgraded for New IRA and 401k Regulation

Great-West Retirement Appoints Two New Regional Sales Directors

Newriver Rolls Out Summary Prospectus Delivery Solution

Retirement Plan Advisory Group Announces Comprehensive Brand Initiative

MassMutual Appoints Three New TPA Relationship Managers

Altigro Pension Services Makes TPA Acquisition

Schwab Announces 2008 Highlights for Institutional Services

Firm Launches Website for Those Near Retirement

ExpertPlan Continues Growth by Acquisition

PSCA: Inadequate Regulation, Reckless Conduct and Unethical Behavior are Root of 401k Problem

Putnam Investments Introduces Target Absolute Return Funds

Millennium Trust Named Custodian on Neuberger Berman 403(b)'s

Ascensus Acquires Baden Retirement Plan Services

EBRI Relaunches, Updates Website

WisdomTree Names Ernst & Young as New Independent Auditor

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