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CONFERENCE CALENDAR
Got News?

If you have news of interest to plan advisers, email us at news@planadviser.com 

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2013 PLANADVISER National Conference

PLANADVISER National Conference: Optimizing Plan and Practice Outcomes

Best practices for retirement plan advisers

Register now!

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PLANADVISER’s 2013 Top 100 Retirement Plan Advisers

Here are PLANADVISER's 2013 Top 100 Advisers—drawn from the pool of nominations for PLANSPONSOR's Retirement Plan Adviser and Adviser Team of the Year!

Register here for the 2013 PLANADVISER National Conference, taking place September 9-11. The 2013 Top 100 Retirement Plan Advisers can register for free.  

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2013 PLANSPONSOR National Conference

Designing Retirement Plans That Work 

Join us in Chicago June 4-6 

Register now!

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Messages for Charlie

Congratulations Charlie for being recognized with The Vision Award, and for your leadership and contributions to the pension industry over the past 20 years. Leave a message for Charlie here!

 

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Latest News

DIVERSIONS

The Limit of Gas Prices

May 23, 2013 -- Apparently there is a potential breaking point at which people think gas prices are too high, and it’s $3.44 per gallon.

PRODUCTS

Matrix Offering Expands ERISA Capabilities

May 22, 2013 -- Cetera Financial Group has debuted an unbundled, open architecture solution for advisers who serve as 3(21) fiduciaries to offer more customized advice to plan sponsors. 

SELLING

403(b) Space Ripe for Advisers

May 22, 2013 -- Advisers have an untapped opportunity to help 403(b) plan sponsors, especially because these plans increasingly have features in common with 401(k)s. 

PRODUCTS

Vestmark Unveils Integrated Advisory Platform

May 22, 2013 -- VestmarkONE Advisor was rolled out as a solution offering flexibility and intuitive design that lets financial advisers manage all fee-based advisory accounts.

DEALS/PEOPLE

Lyxor Hires Hedge Fund Research Head

May 22, 2013 -- Frank Frecentese has joined Lyxor Asset Management’s New York office as the deputy head of hedge fund research. 

PRODUCTS

CUNA Mutual Group Introduces 401(k) Program

May 22, 2013 -- The ClearDirection 401(k), introduced by CUNA Mutual Group, offers support for plan advisers such as optional co-fiduciary options and an open architecture design. 

RESEARCH

403(b) Plan Sponsors Continue to Improve Plan Value

May 22, 2013 -- 403(b) plan sponsors continue to make changes to improve the value of their plans and the retirement readiness of participants, according to the latest benchmarking survey.

RESEARCH

DB Plans Outperformed DC Plans in 2011

May 22, 2013 -- Investment returns in defined benefit (DB) retirement plans outperformed those in defined contribution (DC) plans in 2011 by the widest margin since the mid-1990s, according to a new analysis.

DEALS/PEOPLE

Unified Trust Hires Retirement Investment Analyst

May 22, 2013 -- Unified Trust Company hired Andrew Windsor as a retirement investment analyst.

COMPLIANCE

ASPPA Makes Suggestions for In-Plan Roth Rollovers

May 22, 2013 -- The American Society of Pension Professionals & Actuaries (ASPPA) filed a comment letter with the Internal Revenue Service about in-plan Roth conversions.

DEALS/PEOPLE

Drinker Biddle Hires Partner for Employee Benefits

May 21, 2013 -- Frances P. LaFleur joined Drinker Biddle & Reath LLP as a partner in the firm’s Employee Benefits and Executive Compensation Practice Group.

PRODUCTS

Lincoln Bulks Up Merrill Lynch Plan Offerings

May 21, 2013 -- The Merrill Lynch Advisor Alliance program at Lincoln Financial Group has been expanded to include a group variable annuity and an enhanced net asset value-based program. 

RESEARCH

Plan Sponsors Continue to ‘Automate’ Participant Decisions

May 21, 2013 -- Plan sponsors are increasingly adopting features to help overcome participant inertia, a survey found.

DEALS/PEOPLE

Mercer Names Principal for Investments Business

May 21, 2013 -- Mercer named Sabrina Bailey a principal in its Seattle Investments business.

DEALS/PEOPLE

T. Rowe Price Names Head of International Fixed Income

May 21, 2013 -- T. Rowe Price International Ltd named Arif Husain head of international fixed income.

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