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Glossary of Terms
Retirement Industry Acronyms and Abbreviations

Marketplace News Archive for the Year 2013

The following is an index of Marketplace News for the year 2013 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.

2013 MARKETPLACE NEWS INDEX

Savant Capital Acquires Paragon Advisors

Bill Chetney Named President of LPL Retirement

Securian Teams With Matrix on Open Architecture Platform

FRA PlanTools Launches PLANbenchmark Mobile App

TPAresources.com Targets January 2nd for General Rollout

Principal Streamlines Plan Transitions With eSignature

fi360 and IPS Advisorpro Partner With FinaMetrica

Lincoln Financial Adds Three to Retirement Plan Sales

BrightScope Eliminates Fees, Updates Advisor Pages Platform

SimPlus Savings DC Platform Introduced by Aon Hewitt

Great-West Launches Interactive Online Retirement Savings Tool

ABG-Illinois Launches Plan Contribution Limits App

DCIIA Executive Committee Elects New Members

Bloomberg BNA Publishes 2013 Cumulative Supplement to ERISA Litigation

Transamerica Expanses Pension Sales and Distribution Team

Transamerica Introduced Retirement Plan Comparison App

MFS Launches Two Low-Volatility Equity Funds

Fidelity Unveils New Retirement Preparedness Measure

Wal-Mart Keeps Bank of America on $18 Billion 401k Plan

WMSI Opens Boston Financial District Office

Transamerica Announces Webinar on Greatest Challenges Facing Plan Sponsors

LPL Adds Rollover Solution to Retirement Plan Platform

American Century Rolls Out New Retirement Plan Assessment Tool

Custodia Financial Teams Up With TSA Consulting

401k Plan Advisor Business Improvement Program Released

Principal Launches Hispanic Market Program

Sunwest Pensions and TAG Resources Partner on Fiduciary Service

USI Consulting Group Launches Redesigned Website

Schwab Unveils Latest Technology Initiatives to Support RIA Growth

Gordon Asset Management Launches 401k Fee Disclosure Website

Coalition to Protect Retirement Launches New Campaign

Mutual of America Enhances Mobile Website

Colonial Surety and CEFEX Collaborate on E&O Program

Sapiens Rolls Out New Retirement Recordkeeping Platform

DiCenso Joins MassMutual's Institutional Retirement Group

New York Life Releases 401k Planning Videos

Jeb Graham Named "Retirement Plan Advisor of the Year"

Great-West Adds Sales Director for Northeast Market

Ameritas Introduces TPA Affinity Program

Aon Hewitt Initiates Web-Based DC Nexus

David Lipkin Inaugurated as 45th President of ASPPA

Mutual of Omaha Joins LPL Financial Worksite Financial Solutions Platform

IRI Launches New IRIonline.org Website

100th Contract Signed for Financial Engines' Income+

ERISA Advisory Council to Hold Open Meeting Nov. 4-5

LIMRA and LOMA Establish Secure Retirement Institute

Fidelity Providing Advisor Access to "Succession Ready" Program

Guardian Launches New Retirement Planning Website

fi360 Acquires IPS AdvisorPro

Vanguard Streamlines Fund Lineup With Mergers

Transamerica Expands Pension Sales, Distribution Team

Ameritas Names Benham Retirement Division Head

Aspire Financial Outlines Brand Enhancements

MullinTBG Adds Seven to Sales and Service Teams

FRA PlanTools Launches PLANbenchmark

TIAA-CREF to Increase Advisory Force by 45%

Morningstar Names New Head of Research

Great-West Adds Small and Mid-market 403(b) Product

PSCA Announces the 2013 Signature Awards Winners

DC Service Team Grows at Northern Trust

Pensionmark Expands Footprint With Dallas Location

MetLife Provides Workplace Financial Education Workshop for Young Adults

Lincoln Financial Adds Two Relationship Managers

Retirementcalculator.Org Launches Latest Calculator

Blue Prairie Taps New Retiremap iPad Workshops

Securian Develops Fee Benchmarking Service

WMSI Acquires S&P Capital IQ Financial Communications

Fidelity Reports Tax-Exempt DC Business Doubles Since 2008

Tegrit Group Finalizes DC Recordkeeping Business Sale

ERISA Fiduciary Advisors Affiliates With Retirement Plan Advisory Group

Aspire Partners With Ceridian on Automated Data Flow

Compliancedashboard Expands Software to Cover 401k Plans

Fidelity Rolls Out Retirement Transition Service

AUL Announces Participant Asset Allocation Program

Lincoln Financial Adds Two Relationship Managers

Retirementcalculator.Org Launches Latest Calculator

Blue Prairie Taps New Retiremap iPad Workshops

Securian Develops Fee Benchmarking Service

WMSI Acquires S&P Capital IQ Financial Communications

Fidelity Reports Tax-Exempt DC Business Doubles Since 2008

Tegrit Group Finalizes DC Recordkeeping Business Sale

ERISA Fiduciary Advisors Affiliates With Retirement Plan Advisory Group

Aspire Partners With Ceridian on Automated Data Flow

Compliancedashboard Expands Software to Cover 401k Plans

Fidelity Rolls Out Retirement Transition Service

AUL Announces Participant Asset Allocation Program

Aon Hewitt to Offer Missing Participant Locator Service

Portico Launches Custom Fee Disclosure Analysis

Franklin Templeton Hires DC Sales Head

Reliance Trust Adds Two Industry Veterans

Fidelity Adjusts Target-Date Fund Glide Paths

Goldman to Acquire Stable Value Business From Deutsche

Great-West Launches Mobile App for Participants

fi360 Acquires Ann Schleck & Co.

John Hancock Introduces TPA Partnership Program

USI Consulting Hires VP for Retirement Services

Buck Addresses Retirement Readiness With Savings InSight

Genworth Announces Small Business Retirement Plan Option

FPG Introduces 401k Management Solution

Buck Selects a Director of Government Relations

TPAresources.com Launches Early for NIPA Members

StanCorp Announces Strategic Leadership Changes

New Tool for Advisors Helps Business Owners Benchmark Benefits

Lincoln Financial Announces Enhanced Ibbotson Insights Series

BrightScope and The Spaulding Group Release UAPS White Paper for Comment

Integrated Benefit Services Rebrands as Pentra

Vantage Selects FolioDynamix for 401k Platform

Guardian Retirement Adds 24 New Enhanced Funds

Bruce Graham Joins Connecticut Office of CapTrust

Nationwide Introduces Simplified Small Plan 401k Product

Transamerica Announces Webinar on U.S. Retirement Plan Policy Updates

CoPiloted Launches 401k Advisory Service

Lincoln Announces Two New Regional Sales Directors

CFDD Launches New TDF Benchmark Resource

LPL Financial Partners With Ascensus, Vanguard

Newport Group Introduces Plandestination.com Makeover

ABG Investments Introduces the (k)Series

SunGard Unveils MyRetirement Income Calculator

Buck Offers iPad App for HR Professionals

Koehler Launches New ERISA Fiduciary Firm

CapTrust Acquires Cambridge Financial Services

New Tool Helps Advisors Navigate Retirement Plan RFPs

Investment Firm, Officers Ordered to Restore Assets to 13 Employee Benefit Plans

DOL Extends Nominations Deadline for 2014 ERISA Advisory Council

Pensionmark Advisor Support Program Expands to San Diego

Judy Diamond Launches Retirement Plan Prospector

SLW Retirement Plan Advisors Expands Team

Pentegra Enhances Retirement Education Program

Transamerica Debuts TPA Best Practices Guide

DATAIR Announces New Cash Balance/401k Software Suite

Fidelity Reports Record DC Sales During First Half of 2013

American Century Announced New Retirement Share Class

BlackRock Launches Retirement Income Indexes

Matthew Hutcheson Gets 17 Years in Prison

BB&T Hires Business Development Officer

Guardian Launches Employee Benefits Assessment Tool

Glossary of Stable Value Terms Released

USI Consulting Hires Retirement Services VP

NFP Launches Retirement Resource Center

Newport Initiates Retirement Readiness Program

MassMutual Hires Regional Sales Director for Arizona

Transamerica Introduces Retirement Forecast App

Traditional Managers Poised to Ride Next Wave of ETFs

Principal Names New Managing Director, Consultant Relations

Conrad Siegel Launches New Automatic Risk Reduction Program

DOL Obtains Court Order Freezing 13 Bank Accounts of PennMont Benefit Services

UBA Makes Plan Document Solution Available to Partner Firms

Employee Fiduciary Announces New Account Milestone

Heffernan Hires Peter Sorensen as a Retirement Advisor

Carol A. Idone Joins Strategic Benefit Services Team

SunTrust Enhances 401k Participant Planning Tools

Fidelity Aligns Institutional Business Units, Appoints New Leaders

Vanguard Offers New Tools for Participants

Retirement LLC Completes Merger With Michigan TPA

Pensionmark Announces Retirement Plan Solution for Small Businesses

Nuveen Rolls Out Retirement Plan Profitability Tool

CFDD Offers TAA Best Practices White Paper

Farmers National Acquires National Associates

Mesirow Launches Fiduciary Services With CPI Consultants

Paul Petroff Named President of Western Pension & Benefits Council

Roberta Casper Watson Joins the Wagner Law Group

Newport Expands Reach in Three Locations

2013 Philadelphia Fiduciary Summit Scheduled

Top 15 Sports Organizations With the Best 401k Plans

Standard Launches Retirement Readiness Tool for Plan Advisors

Defined Contribution Tracker Launched by Northern Trust

DailyAccess Names New Chief Business Development Officer

Goldman Sachs to Launch New Stable Value Fund

Rosenbaum Introduces New ERISA §3(16) Service

Standard Appoints Two New Retirement Plan Consultants

Target-Date Fund Study Released

MainStay Investments Launches New Retirement Share Class

Beltz Ianni Adds Marketing & Communications Manager

(K)onvergence Summit Appoints ShoeFitts to Manage Social Networking

Nominations Open for EBRI's 2013 Lillywhite Award

Paychex Launches (k)Index Tool for Advisors

JULY Adds NE Regional Sales Consultant

Guardian Retirement Launches New Participant Website

BB&T Revamps Retirement Plan Websites

Marathon Retirement and Pension Consulting Launches

Ohio Based National Associates to Be Acquired

Patrick Labriola Joins Newport as NW Regional Director

Ann Schleck and ShoeFitts Team to Offer Marketing Program for Retirement Plan Advisors

Mutual of Omaha Names National 401k Sales Director

Pensionmark Launches Financial Wellness Program

SEC Charges Atlanta-Area RIA With Securities Fraud

Unified Trust Hires Retirement Investment Analyst

T. Rowe Price to Launch New Suite of Target-Date Funds

Cetera Debutes Open Architecture Solution

Mesirow Launches 3(38) Fiduciary Services on RPG Consultants Platform

Roetzel Adds ERISA Attorney to Chicago Office

Tegrit Group Names New VP of Retirement Plan Services

Guardian Expands National 401k Sales Team

Plan Sponsor Advisors Releases TDF Diagnostic Tool

ASPire Adds Chief Marketing Officer

Retirement Advisor Council Elects Board Member Adrian Hodge

Matrix Teams With ASPPA on Advisor Education

CapTrust Adds O'Connell to Retirement Plan Group

Financial Engines Expands Services to Include IRA Management

Kristin McCarthy Joins ASPire as Key Account Executive

DOL Seeks Input on Regulations Regarding Lifetime Income Illustrations

New Roth Conversion Analyzer Announced by Newkirk

Morningstar Rolls Out Enhanced Managed Account Platform

ERISA Advisory Council Schedules June Meeting

Meeder Investment Launches 3(38) Fiduciary Service

TPA Resources Announce Distribution Partnership With NIPA

Council Formed to Educate DC Plans About Real Estate

Ingham Retirement Moves to LPL Platforms

Insperity Expands Into Financial Institution Sector

The Online 401k Unveils Small Business Starter(k)

Transamerica Announces Retirement Plan Exchange

Mercer Launches New 401k Retirement Education Program

Fidelity Sees Significant Growth in Workplace Managed Accounts

CEFEX Delivers First Independent Fee Disclosure Assessment

Schwab Includes Morningstar as Managed Account Provider

Transamerica Retirement Appoints New Head of Sales and New Chief Marketing Officer

Retirement Plan Consultant Study Published

Redhawk Adds Business Development and Marketing SVP

ASPire Enhances Service Delivery Model

Nationwide Forms Defined Contribution Investment Only Sales Team

EPIC Advisors Marks 20th Year

Prominent ERISA Litigator Theodore Becker Joins Drinker Biddle

BrightScope Names Michael Kitces to Advisory Board

Bloomberg BNA Publishes 2013 Edition of "ERISA Regulations"

Jury Convicts Matthew Hutcheson of Wire Fraud

Wells Fargo Launches Online Retirement Planning Tool

PSCA's 56th Annual Survey Questionnaire is Open for Participation

Defined Contribution Assets Grow at Northern Trust

Russell Appoints Head for U.S. Advisor-Sold DC Business

ING to Rebrand as Voya Financial

Vanguard Expands Small Business 401k Service to TPAs

Salt Lake City Hosts First Utah 401k Summit

Pentegra Adds Regional Marketing Associate

MassMutual Adds Two TPA Market Directors

TPA Resources Calls for Content and Announces "Go Live" Date

Qualified Plan Consultants Acquires Pension Plan Services

Mercer Names Derrick Capps Head of Consultant Relations

SunGard Enhances Relius Retirement Plan Administration Solution

Wilmington Trust to Offer BlackRock Collective Investment Funds

LPL Financial Launches Retirement Partners Group

Bloomberg BNA Publishes 2012 Edition of "ERISA: The Law and the Code"

Principal Enhances Mobile Retirement Savings App

Transamerica Publishes White Paper on Fiduciary Responsibilities

IRA Financial Introduces Roth Solo 401k Product

Arnerich Massena Introduces Blueprints Fiduciary Education Program

ShoeFitts Marketing Launches Two Social Media Products for Financial Services Marketplace

MassMutual Retirement Has Strong Start to 2013

Proskauer Launches ERISA Practice Center Blog

MassMutual Retirement Adds Two Relationship Managers

Segal Names New Retirement Practice Leader

Vanguard to Offer 'Fiduciary Partnership Services' in Small Plan Market

401k Fee Litigation Attorney Joins FRA

FPG Introduces Management Process for New Disclosure Regulations

Altigro Pension and IPA Northeast Merge

Lincoln Engages Drinker Biddle to Create Resources on In-Plan Guarantees

Fiduciary Trust Appoints Jeffrey MacDonald Managing Director

ftwilliam.com to Offer e-Signatures for Retirement Software

Brian Flanagan Joins Newport as Regional Director

Fidelity Reports 34 Percent Increase in 2012 Small to Mid-Market DC Sales

American Wealth Launches Online 401k Platform Tailored to Small Business

401k Advisor Leadership Award Winner Named

MassMutual Retirement Hires Managing Director

Lincoln Trust Rolls Out Fiduciary Risk Management Solution

LPL Launches Worksite Financial Solutions Platform

MPI Introduces Target-Date Fund Research Tool

Mutual of America Developes Retirement Plan Evaluation Guide

Principals of Retirement Benefits Group Join LPL Network

RolloverSystems Rebrands as Retirement Clearinghouse

New Continuing Professional Education Requirement for CEBS Designees Announced

fi360 and AdvisorOne to Survey Advisor Trends and Attitudes

ING Expands Retirement Savings Benchmarking Tools

BPAS Adds Retirement Wholesaler to Southeast Team

fi360 Acquires Financial Service Standards

KeyCorp Sells Victory Capital Management

RPC Goes Live With Relius Administration

July Business Services and Mesirow Financial Partner

The Online 401k Offers Referral Reward

Reliance Trust to Expand ERISA Special Fiduciary Services

2013 (K)onvergence Summit Set for June

Blue Prairie Group Names Ty Parrish an Equity Partner and Senior ERISA Consultant

Vanguard to Further Diversify 20 Target Retirement Funds

Groom Law Boosts its Fiduciary Responsibility Practice With Hire

Boot Camp for Retirement Plan Advisors Announced

EPIC Advisors Hires Regional Sales Consultant

Groom Law Expands ERISA Litigation Group

Retirement Advisor Council Announces New Members

CPI Expands Field Sales Team

Great-West Delivers Retirement Income Estimates

NAPA and ASPPA Announce 401k Advisor Leadership Award Finalists

Retirement LLC and Dana Consulting Complete Merger

Pentegra Names New Chief Operations Officer

fi360 Appoints Jaleen Edwards SVP of Marketing

CPI Patents Plan Audit System

New Fiduciary Responsibilities Create Opportunities for Financial Advisors

CPI Qualified Plan Consultants Names Western Division VP

Schwab Expands Target-Date Fund Line-up

PEI Hires Director of Client Services Group

Insperity Unveils New Retirement Planning App

Pension Advisory Group Debuts New DC Disability Coverage

BLAZE SSI Releases Simplified Cloud-Based Proposal Software

Paragon Investment Management Acquired by United Capital

Morningstar Makes BrightScope OnTarget Indexes Available on Research Platforms

Mutual of Omaha Retirement Adds Four Regional Sales Managers

Carrie Teague Named a Partner at Hubbell Consulting

Mesirow Brings Model Portfolios to Open Architecture

Labor Secretary Hilda Solis Resigns

Highland Capital Merges With Argent Financial

Target-Date Solutions Gains Patent on Glide Path Design

Acquisition of Advanced Pension Solutions Announced

Pentegra Introduces Web-Based Q&A Tool

Morningstar Announces 2012 U.S. Fund Manager of the Year Award Winners

Segal Expands and Renames Fiduciary Liability Insurance Practice

ERISA Fiduciary Advisors Adds Director of Client Services to Team

MassMutual Completes Acquisition of Hartford's Retirement Plans Business

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