The PLANADVISER annual survey of retirement plan advisers is under way. Data from this survey is pooled and reported in September/October and also November/December issues. In exchange for your participation, you will be sent a complimentary plan benchmarking report from PLANSPONSOR. Survey deadline: July 12th. If you haven’t already responded, please complete the online questionnaire at:MORE>.
One-third of all 401(k) plan participants in plans recordkept by Vanguard invested their entire account balance in a professionally managed asset allocation and investment option in 2011.MORE>
The looming fiscal cliff has investors scurrying for safe harbor, Prudential’s investment strategists said at its Midyear Global Markets and Economic Outlook.MORE>
Achaean Financial announced a strategic partnership with Envestnet, which will allow the integration of Achaean's software into Envestnet’s wealth management platform.MORE>