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Glossary of Retirement Terms

Marketplace News Archive for the Year 2012

The following is an index of Marketplace News for the year 2012 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 2011 Marketplace News click here.
For 2010 Marketplace News click here.
For 2009 Marketplace News click here.

2012 MARKETPLACE NEWS INDEX

NFP Announces Strategic Relationship With CEFEX

The Principal Designs New Website for TPAs

Sentinel Benefits Releases Version 2.0 of Investment Scorecard System

DOL Announces New Appointments, Leadership for 2013 ERISA Advisory Council

Diversified Unveils Enhanced DC Plan Participant Website

Solis v. Progressive Machine Co. Inc. 401k plan -- Suit Alleges Plan Was Abandoned by Defunct Company

Labor Department Files Suit to Restore Assets to Company's Employee Benefit Plans

Security Benefit Expands DC Advisor Support

Mutual of America Introduces Mobile Website

Rekon Creates Small Meeting Solution

Employee Fiduciary Launches New Corporate Website

Great-West Expands Suite of Retirement Readiness Tools

Congressional Resolution on Retirement Savings Finds Support

Women in Pensions Network Announce New Board Members

Financial Engines Appoints EVP for Distribution and Institutional Services

Lincoln Financial Expands Plan Sponsor Experience Team

Newport Releases Mobile Version of Plan Participant Website

Firms Announce Stable Value Collective Trust for Small DC Plans

CPI Names Divisional VP for Northeast

Stadion to Offer 3(38) Fiduciary Protection for TDFs

SEC Chairman Mary Schapiro Steps Down Next Month

ASPPA Launches Campaign to Save 401k Plans From Tax Reform

Ascensus Enters Into Agreement to Acquire ExpertPlan

CPI Names VP for Central/Southeast Region

CFDD Advisor Conference to Assist Wounded Warrior Project

Guardian Expands Retirement Plan Investment Options

Tegrit Group Opens New Michigan Office

Mid Atlantic Trust Expands ModelxChange

Pioneer Investments Launches Advisor-Focused Educational Program

Transamerica to Host "Best Practices for Retirement Industry Professionals" Webinar

Invesco Launches DC PlanAnalyzer App for iPad

Prudential Retirement Hires Head of Stable Value

WealthTrace Releases Update to Retirement Planner

MassMutual Appoints New TPA Relationship Manager

Financial Engines Promotes Larry Raffone to President

Speakers Announced for Upcoming 401k Service Training Program

OneAmerica Announces New Employee Benefits Sales Leadership

Employee Benefit Solutions Unveils Name Change

Northern Trust Enhances Socially Responsible Investing Options

Advent and Schwab Announce Integration Agreement

Robert A. Corlito Joins Fiduciary Investment Advisors

Barry Max Levy Inaugurated as 44th President of ASPPA

The Weiss Group Acquires General Pension Planning Corp

BMO Retirement Services Unveils Retirement Income Calculator

Dr. Stephen Coggeshall Joins BrightScope's Advisory Board

Captrust Opens New York City Office

Gross Strategic Marketing Releases Plan Sponsor Video Series

BlackRock Launches Online Retirement Center

Franklin Templeton Launches Interactive Retirement Center

CPI Names Director of Broker-Dealer Relationships

SunGard Expands Its Managed Services Offerings

Guardian Appoints National Sales Manager for Small Plan Market

ShareBuilder Launches New Tools for 401k Sponsors and Participants

ABA and Pentegra Retirement to Present Free Webinar

Schwab Announces Agreement to Acquire Thomas Partners

John Negrete Joins SLW Retirement Plan Advisors

PEI Announces Fiduciary Protection Program

Expertplan Forms Product Partnership With One Capital

Russell Launches Retirement Planning and Investment Program

Informa Acquires Zephyr Associates

Guardian Launches Workplace Benefits Study

ExpertPlan Acquires Suncoast Pension and Benefits

Baden Retirement Plan Services Appoints New Manager

401k Coach Releases Fiduciary Advisor's Rollover Toolkit

E*TRADE Introduces 401k Rollover Program

Corporate Insight Launches Retirement Plan Monitor

Tegrit Group Acquires Martin Consultants

NAPA Launches Web Portal for Retirement Plan Advisors

FPA, fi360 Collaborate on Fiduciary Training

Tegrit Group Opens Regional Office in Atlanta

Web Portal Designed for TPA Owners Announced

TPAs See Significant Jump in Revenue in 2012

Pensionmark Continues Expansion With San Antonio Location

Inspira and Benefit Trust Partner

SunGard Enhances Omni Web Solution

Putnam Launches 'Advisor Tech Tips' Blog

RIA Match Aims to Link Advisors and RIA's

Pentegra CEO Announces Retirement

RPG Consultants and Main Management Form Alliance

DOL Launches 401k Fee Disclosure Resource Website

NAPA & ASPPA Open Nominations for 401k Advisor Award

Pensionmark Unveils New Online Educational Resource Center

PSCA Releases 401k/403(b) Day Campaign Material

Paychex Reveals New 401k Sales Force

2012 PSCA Signature Award Winners Announced

ERISA Advisory Council to Hold Open Meeting September 25

New Board Members, Officers Announced by IRI

The Standard Appoints Relationship Manager for Colorado and Southern Idaho

Financial Finesse Publishes Financial Wellness Best Practices Guide

AXA Equitable Introduces Fiduciary Educator

Pensionmark Expands With Austin, TX, Location

Paychex Adds Dimensional Funds to Platforms

Dallas Fiduciary Summit Speakers Announced

EBRI Rolls Out Free Retirement Savings App

BrightScope Names EVP of Business Development

Captrust Aquires Bay Colony Partners

SageView Adds Six to Retirement Team

Guardian Expands Retirement Sales Team

CPI Establishes Buffalo Consulting Office

Redhawk Wealth Advisors Partners With ExpertPlan

MassMutual to Acquire Hartford's Retirement Plan Business

Hubbell Consulting Boosts DC Staff With Hire

ING Appoints Northeast 401k Small-Mid Market Staff

Firm Warns Against a 'Fee Race to the Bottom'

Pentegra Announces Partnership With Independent Bankers Association of New York

Abigail Johnson Named Fidelity President

Advisor Reminds Plan Sponsors About Fee Disclosure

New Retirement Plan Training Offers Help to Employers

Firm Offers No Cost Fee Benchmarking Service

FutureAdvisor Secures $5M to Expand 401k Advice Service

Pensionmark Named to 2012 Inc. 500|5000 List

Fidelity Launches Enhanced Participant Guidance Experience

CPI Realigns Sales Team Into Three Divisions

Senior Investment Consultant Dana Brown Joins Callan

MassMutual Retirement Names Three Relationship Managers

Securian Enhances 'Book of Business' Online Tool

ExpertPlan Announces Partnership With Fiduciary Benchmarks

PenChecks Taps Midwest Regional Sales Director

Securian Adds 21 New Investment Options

Fidelity Reports Over $25B in Defined Contribution Sales

MassMutual Retirement Enhances Participant Statement

New 401k Plan Recordkeeping Company Launches

Unified Trust Expands Consultant's Territory

DOL's ERISA Advisory Council to Hold Public Meeting

Edward Jones to Distribute OneAmerica Retirement Plans

Newport Announces Advisor Glidepath Service

Silverstone Acquires RetirementAccount.net

fi360 Announces Initiative With Charles Schwab

Arnerich Massena Names New Managing Director

New Hampshire Based Retirement Firms Merge

John Hancock Funds Launches New Adviser Support Program

MassMutual Retirement Increases Support in Southeast

MassMutual Retirement Taps RISD Talent to Engage 20-Somethings

Rosenbaum Law Rolls Out ERISA Legal Solution

Dalbar Creates Online Fiduciary Risk Estimator

OneAmerica Appoints Retirement Industry Veteran RVP for Northern Sales

Chris Somers Joins Lincoln Financial as a Regional Sales Director

Hewitt EnnisKnupp Launches Institutional Advisory Solutions Practice

Mutual of Omaha Appoints New Regional Sales Managers

Schwab Launches Suite of Tools for Retirement Plan Advisors

Tactical Allocation Group Hires Sales Director

Pentegra Introduces New Communications Tool

Retirement Advisor Council Makes RFP Template Available

Transamerica Brings Together TPAs to Discuss Marketing Best Practices

ING Adds to Mid-Atlantic 401k Sales Team

Guardian Creates 401k Fee Disclosure Website

Financial Plan Inc. Branches Into 401k Business

JP Morgan Retirement Launches 401k App

BMO Retirement Appoints Director of Retirement Sales

Broadridge Unveils TPA Fee Disclosure Solution

MassMutual Launches New Version of Fiduciary Guide

Manning & Napier Launch ETF-Based Target-Date CITs

fi360 Appoints Byron Bowman General Counsel

EPIC Advisors Announces New Hires

Transamerica Creates Facebook Retirement Savings Game

Kleindienst Joins Newport Group as Senior Client Relationship Manager

Rich Linton Named President of ING's Individual Retirement Markets

JP Morgan Announces 'Retirement Link' to Serve Small- & Mid-Market Plans

Patrick Alfano Joins MassMutual Retirement Services

ASPire Appoints Two New Board Members

ShareBuilder Introduces Online "Fee Checker" Tool

Pensiononline.com to Expand Retirement Plan Design Software

ExpertPlan Completes Acquisition of US Retirement

Industry Veteran to Head Guardian's West Coast Retirement Sales

Financial Engines Reports Record Managed Account Growth

CEM Benchmarking Launches BenchmarkDC

Chatham Partners Launches Fee Disclosure Impact Study

MassMutual Retirement Names New Sales Director

Securian Appoints Director of Retirement Plan Technology

DOL Solicits Nominations for 2013 ERISA Advisory Council

Integrated Retirement Delivers Customized TPA Training

JP Morgan Retirement Hires McDermott to Head Sales

Financial Engines to Harness 401k Data Using SAS

CFDD Launches Custom QDIA Association

ING Mutual Funds Added to CPI Platform

JP Morgan Launches Retirement Plan Advisor Tool

LPL Adds Five Consultants to Retirement Group

FPG to Host 2012 Fiduciary Summit

Pentegra Retirement Services Weighs in on MEP Debate

MassMutual Retirement Expands Relationship Team

Nationwide Releases Fee Disclosure Kit for Advisors

SunGard Relius Unveils New Participant App

NAPA Names New Membership Committee Chair

MassMutual Retirement Reports Strong Q1 2012

Segal Rogerscasey Expands Atlanta Office

Nevin Adams to Lead American Savings Education Council

ERP Adds Industry Veteran Bill Radonavitch

Principal Offers Plan Fee Evaluation Tool

CPI Names Senior Manager for Internal Sales

Pensionmark Retirement Group Adds Fifth Location

LPL Reveals New "Rollover Results Program"

Consortium Launches New Fiduciary Evaluation Tool

Mercer Launches Online Retirement Education Program

FPG Unveils Fee Disclosure Compliance Process

Industry Veteran John Rowe Joins DCAdvisors

David Wray, PSCA President, Announces Retirement

Pensionmark Expands Footprint With Santa Clarita Location

Captrust Bolsters Top Management With Three Hires

JP Morgan Launches Financial Engines Income+ to 401k Clients

Primerica Announces On-Demand Training Program

Retirement Advisor Group's Growth Exceeds Expectations

ERIC President Announces Retirement; Interim Named

OneAmerica Names Employee Benefits Sales and Service Head

Cambridge Selects Fiduciary Benchmarks for 408(b)(2) Disclosures

Pensionmark Introduces New Wealth Management Strategies

Scott Simon Named Fiduciary of the Year

Tegrit Group Names New Director of Sales & Consulting

Retirement Revolution Tags Business Development Officer

Pentegra Announces New 401k Participant App

Transamerica Introduces Customized Asset Allocation Service

CEFEX Enhances Certification Criteria

Anova Introduces Participant Satisfaction Tool

Security Benefit Partners With fi360

FTV Capital Commits $25 Million to ASPire Financial

SEI Partners With AGF Investments on CITs

3ethos to Conduct Annual Fiduciary Impact Survey

BenefitsLink Celebrates 17 Years Online

Transamerica Retirement Names New Division VP

Littler's Chicago Office Adds Three

First Trust Funds Added to CPI Retirement Platform

Book "401k Fiduciary Solutions" Published

Touchstone Completes Acquisition of Old Mutual Funds

LIMRA Names Salka Director of Retirement Research

CAPTRUST Adds Industry Veteran to Advisory Board

Diversified Joins NAPA as Founding Partner

Klein's Investment Advice Computer Model Certified

Transamerica Launches Program to Help Plan Participants

RPG Consultants and IRON Financial Form Partnership

Retirement Plan Leaders Gather for LA Fiduciary Summit

Collective Trust Funds Coalition Announces Leadership Team

DST and LIMRA Form Strategic Alliance

Transamerica Retirement Names New Division VP

Diversified Unveils Mobile Retirement App

DailyAccess Adds Director of Outsourcing Services

MassMutual Retirement Hires One, Promotes One

PSCA's 55th Annual Survey Questionnaire Released

Intac Actuarial Launches One-Stop Website

Comperio Retirement Expands Consulting Team

Firms Launch New Fiduciary Outsourcing Solution

TRUSTIVO Connects Employees With Financial Advisors

MassMutual Retirement Adds Two Relationship Managers

ShareBuilder Adds Five Funds to Its 401k Lineup

Pete Swisher Joins Pentegra Retirement Services

Invest n Retire Names Gus Fleites CEO

NPH Names New VP of Retirement Plans

Bank of America Announces Small Business 401k

The Standard Enhances Online Retirement Plan Tools

MassMutual Launches New Intermediary Website

Great-West Appoints Sales Director for Houston

Alta Trust Funds Added to CPI Retirement Platform

Steve Wilkes Joins the Wagner Law Group

ASPPA Names 401k Advisor Leadership Award Recipient

Judy Diamond Launches New Directory of Retirement TPAs

The Standard Enhances Its Retirement Plan Services

CRI Adds Benchmarking Suite to Its AXIS Product

GTM Launches 401k Plan for Domestic Workers

Paul Petroff Joins AKT Retirement Plan Services

BMO Institutional Trust Initiates Retirement Readiness Program

Jon Prescott Named President of CPI Qualified Plan Consultants

Financial Advisor Conference Series Announced

ING Reports Successful 2011 for Retirement Business

MorningstarAdvisor.com Redesigned and Enhanced

Sentry Insurance Partners With Mesirow Financial

QPC Releases New Client Audit Protection Plan

OneAmerica Retirement Sales up 51 Percent in 2011

John Hancock Kicks Off Advisor 401k Sales Training

Securian Unveils Client Servicing Calendar for Advisor

Gallagher Benefits Rebrands GBS Investment Consulting

Drinker Biddle Forms Retirement Income Team

Nationwide Introduces Web-Based RIA Investment Tool

Informa Investment Launches Retirement Plan Service

Mary Francisco Moves to Pensionmark Retirement Group

3ethos Releases Details on 2012 Fiduciary Leaders Tour

Rosenbaum Rolls Out Small- to Mid-sized Market 401k

IRA Financial Group Introduces Roth Solo 401k Plan

JP Morgan Eliminate Put Option From Stable Asset Fund

Northgate Retirement Joins Pensionmark Retirement Group

Retirement Revolution Names National Sales Director

Drinker Biddle Adds Brad Campbell to ERISA Practice

Cannon and InFRE Launch Formal Partnership

The Standard Adds New Fiduciary Service

Great-West Hires Internal Wholesaler for California

Citizens National Bank Partners With Freedom One

Rekon Introduces 401k Business Development Symposium

Mutual of Omaha Appoints Industry Veteran as 401k VP

DST Rolls Out New Retirement Income Clearing Calculator

NIPA Expands TPA Business Owner Resources

Pensionmark Retirement Expands Santa Barbara Staff

ASPPA and Morningstar Announce 401k Advisor Leadership Award Finalists

Prudential Investments Establishes SW Sales Division

Mesirow Financial Initiates New ERISA Fiduciary Service

Pioneer Announces New 408(b)(2) Compliance Tool

Retirement Revolution Moves Into Small Plan Market

Guardian Expands 401k Sales Team

Lovejoy Associates Selects iJoin Mobile Retirement Readiness Tool

Great-West Appoints Sales Director for San Diego

Four Retirement Industry Veterans Join CAPTRUST

Tom Brace Joins PSCA as VP for Membership Development

Judy Diamond Launches BrokerSight Database

ExpertPlan and IRON Financial Offer an ERISA 3(38) Solution

U.S. Bank Acquires Union Bank Institutional Trust and Custody Division

401k Advisory Firm Acquired by Alliant Insurance

Highland Adds Director of Business Development

RPAG Reveals Alliance With National Planning Holdings

Dalbar Announces Fee Disclosure Certification

Security Benefit Releases White Paper on Their Fiduciary Partnership Solution

ETF's Now Available on ExpertPlan Platform

Pensionmark Expands Network to Fort Wayne, Indiana

Milliman Announces Formation of Risk Institute

Great-West Retirement Hires Sales Director for Nebraska

Putnam Investments Expands Retirement Sales Team

ABG Carolina Acquires Brown Edwards

CPI Qualified Plan Consultants Updates Corporate Website

Paychex Expands Retirement Services Offering

AUL Opens Seattle Retirement Sales Office

BrightScope Partners With Arkovi

EPIC Advisors Announce Staff Enhancements

New Book: Frontiers of Modern Asset Allocation

12th Edition of the 401k Averages Book Released

ASPPA Launches Plan Consultant Magazine

Blue Prairie Group Launches Free Quarterly Report on Stable Value Funds

Schwab Launches New 401k Plan Solution

Prudential Retirement Announces Leadership Appointments

West Coast Consulting Trio Joins RPAG

DailyAccess Hires Three Senior Business Consultants

Jim Racine Joins Baden Retirement Plan Services

ING Launches New Retirement Income Program

Raymond James Buys Morgan Keegan

Bergman Law Group Launches Solo 401k Informational Site

Principal Broadens Services for Retirement Plan Fiduciaries

NFP Announces Acquisition of AGS Benefits Group

CBIZ Acquires Retirement Business of Advantage Benefit Planning

Principal and Edward Jones Announce Retirement Plan Sales Relationship

Retirement Industry Trade Groups Reorganized

PSCA Offers New Programs and Initiatives

First Allied Retirement Services Partners With ExpertPlan

Great-West Enhances Websites

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