DST Retirement Solutions Updates Plan and Participant Web Sites
DST Retirement Solutions is rolling out a new strategy intended to help clients optimize the time spent on participant and plan Web sites.
News
Greenwich Associates Names Senior Advisor, Investment Management
Greenwich Associates selected John C. Siciliano for the role of Senior Advisor to the firm’s Investment Management Practice, led by Managing Director Robert Statius-Muller.
Turning to Technology First, Advisers Second
Since 2010, the use of technology for investment information has risen dramatically, according to a survey by Hearts & Wallets.
Lack of Document Distribution Lands Employer in Hot Water
A federal appellate court has determined that employer Houston Poly Bag I, Ltd., failed to act in a participant’s best interest by withholding profit sharing plan documents and...
Florida Bank Wins Dismissal of Stock Drop Suit
A federal court has dismissed claims that trustees and directors of Orion Bancorp’s Employee Stock Ownership Plan (ESOP) breached their fiduciary duties under the ERISA by continuing to...
Schwab Aims to Raise Awareness of RIAs
Schwab Advisor Services has launched a campaign called “RIA Stands for You,” a multi-media initiative to help attract affluent investors to the independent RIA category.
FSI Revamps Web site
The Financial Services Institute (FSI), an advocacy-driven organization for independent financial services firms and independent financial advisers, has redesigned its Web site.
Russell Paper Outlines Volatility-Responsive Asset Allocation
Russell Investments’ latest research for institutional investors explores the possibility of a dynamic asset allocation policy that varies as market volatility changes.
Study Offers Ways to Close Life Insurance Coverage Gap
Life insurance coverage is at its lowest point in more than five decades, according to a research project undertaken by Genworth Financial and the University of Virginia.
Klein Decisions Expands Suite of 401(k) Tools
Klein Decisions, a provider of Web-based software to assist with 401(k) investment decision-making, has expanded its “K4” suite of tools with a small-business platform.
More Retirement Plans Expected to Offer SRI Options
The number of defined contribution (DC) retirement plans offering a sustainable and responsible investing (SRI) choice could double in the next two to three years, according to Mercer.
Study Finds Inadequate Retirement Planning by Women
A MetLife study shows women who "take charge" of their finances are more likely to have a secure retirement than those who shy away from the process.
White Paper Discusses the “Myth of GIPS”
Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, has published a white paper highlighting the common misconceptions associated with the Global Investment Performance Standards (GIPS)....
Mutual of Omaha Adds 401(k) Wholesalers for Northeast
Mutual of Omaha has expanded its 401(k) product distribution team in the Northeast with two new retirement plan wholesalers, Ken Cappelli and Tom Mirra.