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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