PANC 2012: Micro Matters
Growth is ripe in the micro market – between $1 million and $5 million in retirement plan assets
News
Transamerica and Diversified to Combine Under One Name
Over the next 16 months, Transamerica Retirement Services and Diversified will move to one brand: Transamerica Retirement Solutions.
Manage Risk, Don’t Track Error
Research from Russell Investments provides a guide for managing volatility in institutional multi-asset portfolios.
SSgA Appoints Global COO
Greg Ehret will take on State Street Global Advisor’s newly created role of global chief operating officer.
PANC 2012: The Marketing and Prospecting Messages
More than just cold calling, marketing and prospecting requires defining your brand and your value proposition, said Jason Chepenik, managing partner of Chepenik Financial.
PANC 2012: Drafting Disclosures
Plan sponsors have a fiduciary obligation to avoid prohibited transactions or overpaying for fees – which is where 408(b)(2) fee disclosure regulation...
PANC 2012: Creating Better Savers
Participants have expressed anxiety over retirement readiness, Joe Connell, managing director of Sheridan Road Financial, told attendees at the 2012 PLANADVISER National Conference in Orlando.
Boomer Debt Threatens Retirement Savings
A study of Baby Boomer spending habits reveals many carry mortgage and other debts into their near-retirement years.
Investors Increasingly Turning Toward Alternatives
Nontraditional investment opportunities are attracting more investors looking to protect wealth, achieve returns and generate income, according to a recent poll.
ETFs Gaining Popularity in Alternatives Universe
Though advisers are more likely to choose mutual funds over exchange-traded funds (ETFs) to access alternatives, ETFs are catching up.
PANC 2012: Making Sense of MEPs
Multiple-employer plans (MEPs) do not absolve plan sponsors from fiduciary responsibility, despite what marketing campaigns may advertise.
JHS Capital Advisors Names New SVP
The broker/dealer and RIA appointed Tim Forsman as senior vice president of fixed-income investments for institutional clients.
PANC 2012: Keynote Presentation–Bob Doll
Delivering the opening keynote at the 2012 PLANADVISER National Conference in Orlando on Monday, BlackRock Senior Adviser Bob Doll...
PANC 2012: Money Talks
Pricing raises myriad issues, including type of compensation model, what services are factored in, and if similarly sized plans might call for different fees.
PANC 2012: What's Happening at the DOL?
Brokerage windows should not be used to sidestep fee disclosure, a source from the Department of Labor (DOL) stressed.