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The Principal Financial Group to Acquire BCI Group: The Principal Financial Group, a provider of 401(k) plans, announced that it will acquire Appleton, Wis.-based Benefit Consultants Inc. (BCI Group), a consulting, actuarial and administration firm that specializes in the administration of employee stock ownership plans.
January 27 -
by Bob Rywick
January 27 -
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NASD Fines AmEx Financial Advisors $350K for Improper Sales: The National Association of Securities Dealers has censured and fined American Express Financial Advisors Inc. $350,000 for its questionable sales of variable annuities and variable life insurance products.
January 6 -
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The Principal Financial Group Unveils COLI Financing Options: Employee benefits provider and 401(k) administrator the Principal Financial Group has introduced Benefit Variable Universal Life, a financing vehicle for nonqualified deferred compensation plans for both smaller and growing companies.
December 16 -
by Bob Rywick
December 16 -
Financial Data Aggregator Partners with Portfolio Software: ByAllAccounts, a financial data aggregation company, is pooling its resources with wealth management software provider netDecide to design a new product for financial planning professionals.
November 25 -