Relationship Management Key to Recordkeeper Success
Large defined contribution (DC) plans with more than $5 billion in assets are likelier to stay with a recordkeeper for at least seven years, a report found.
News
Fort Washington Investment Adds Analysts
Amy W. Eddy and Matthew J. Jackson have joined Fort Washington Investment Advisors’ high-yield fixed income team.
Bank of the West Expands Investment Advisory and Management Team
Drew Brahos and Bruce Wetter joined Bank of the West's Investment Advisory and Management team in the Wealth Management Group.
BNY Mellon Names Schulte Asia-Pacific Investment Chief
BNY Mellon appointed Paul Schulte to the new position of head of investment strategy, Asia-Pacific (APAC), where he will research investment trends, market activity and economics.
Standard Life Appoints Listed Real Estate Analyst
Standard Life Investments named Bill Pekowitz as a listed real estate analyst (Americas).
NFP Executive Benefits Unveils Deferred Compensation App
A mobile application for corporate executives participating in deferred compensation programs was released by NFP Executive Benefits.
RIA in a Box Introduces Document Management Tool
A registration maintenance service for compliant document management was rolled out by RIA in a Box, a provider of registration and compliance consulting services.
Employees Asking More Retirement Questions
Retirement planning is an increasing focus for employees, according to a report.
Individuals Seek Guaranteed Income Outside Retirement Plans
A LIMRA study of annuity buyers found the top reason consumers gave for buying their annuity is to supplement their Social Security or pension income.
IRIC Adds Jeff Eng to Retirement Plan Advisers
The Institutional Retirement Income Council (IRIC) has appointed Jeff Eng, director of retirement income solutions at Russell Investments, to its group of retirement plan advisers.
Dropped Calls, Slow 'Net Still Plague Cellphone Users
If you often find yourself asking, “Can you hear me now?” on your cell phone, you’re not alone.
QAM Equity Hedge ETF Begins Trading
The actively managed long/short exchange-traded fund (ETF) is the latest offering from AdvisorShares.
Investors Show Interest in Guaranteed Income Products
Roughly half of all U.S. households that control more than a third of U.S. financial assets are attracted to lifetime-guaranteed income—even if returns are low.
New York Life Enhances Plan Sponsors’ Web Portal
New York Life Retirement Plan Services has enhanced its Client Access website, with upgrades to plan participation and contribution dashboards for each plan sponsor.
Post Retirement Replacement Income Falls over Time
An analysis from the Social Security Administration (SSA) shows how income replacement in retirement decreases over time.