financial services

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  Small-business retirement plan balances up 20% since 2007

  By Paula Aven Gladych  |  May 6, 2013

  The economic downturn didn't stop small-business owners or employees from contributing to their retirement plans.

• Mergers and acquisitions

  By Kathryn Mayer  |  May 1, 2013

  Just how big an impact have mergers and acquisitions made in the employee benefits space?

• 8. Mergers and acquisitions

  By Kathryn Mayer  |  April 30, 2013

  Just how big an impact have mergers and acquisitions made in the employee benefits space?

• Fidelity reports rising demand for managed accounts

  By Paula Aven Gladych  |  April 26, 2013

  Demand for managed accounts in workplace retirement plans is on the rise.

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  Consumers warming up to life insurance policies at retail shops

  By Kathryn Mayer  |  April 17, 2013

  Superstores can be more than just a place to stock up on groceries and household items—they’re also a spot to buy life insurance policies. And consumers are warming up to the idea, according to a new survey.

• Prudential selling wealth unit to Envestnet

  By Associated Press  |  April 12, 2013

  Prudential Financial Inc. is selling off a small part of its business, a wealth management services unit, to financial services firm Envestnet Inc. for up to $33 million.

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  Economy adds fewest jobs in nine months

  By Christopher S. Rugaber, Paul Wiseman  |  April 5, 2013

  U.S. employers added just 88,000 jobs in March, the fewest in nine months and a sharp retreat after a period of strong hiring. The slowdown may signal that the economy is heading into a weak spring.

• Does fiduciary coverage for 401(k) rollovers lie ahead?

  By Melanie Waddell  |  April 4, 2013

  The GAO urges the DOL and IRS to increase information and efficiency for plan-to-plan rollovers.

• Most Americans make financial mistakes

  By Paula Aven Gladych  |  March 19, 2013

  Nearly 80 percent of Americans admit to making financial mistakes, including not saving enough for retirement.

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  Record number of smaller companies adding DC plans

  By Paula Aven Gladych  |  March 11, 2013

  More small- to mid-size businesses added 401(k) plans in 2012, according to a new report by Fidelity Investments.