News

Wells Fargo Funds Management and the Wisconsin College Savings Program Board have announced several changes to EdVest, Wisconsin’s college savings plan. 

The Employee Benefit Research Institute (EBRI) found that the proposed tax reform regarding 401(k)-type retirement plans from the National Commission on Fiscal Responsibility and Reform would hurt both...

Month over month, exchange-traded fund (ETFs) assets fell $15.4 billion, down 1.4%, according to the State Street Global Advisors ETF Snapshot report.

Jeffrey Bronchick, CFA, has opened a value-oriented equity investment firm, Cove Street Capital. 

Pershing LLC, a BNY Mellon company, has published a study arguing that asset consolidation can potentially double profitability, boost productivity, and advance client relationships.  

Castle Rock Innovations (CRI) announced its partnership with The Wagner Law Group to support CRI's AXIS Retirement Plan Analytic Platform.

Morningstar Inc. has added a new asset allocation and forecasting functionality to Morningstar Direct, a Web-based global investment analysis platform for institutional investors.

UBS Global Asset Management has hired Louis Finney as Executive Director and Senior Strategist, Global Investment Solutions. 

Old Mutual Asset Management (OMAM) has named Michael Raso Senior Vice President and Director of Institutional Retirement. 

TIAA-CREF has partnered with Emeriti Retirement Health Solutions to help individuals save adequately to cover health care needs in retirement.

Deciding what investments should be included in a retirement plan’s menu and monitoring those investments is a huge amount of risk and liability for just one person; plan...

You may have missed it, but there was a bit of a “dust up” in our industry last week. 

Senator Tom Harkin (D-Iowa), Chairman of the Senate Health, Education, Labor and Pensions Committee, will convene a hearing on July 12 at 2:30 p.m. to examine the role...

At the PLANSPONSOR National Conference, a panel discussed the challenges facing smaller (less than $10 million in assets) employer-sponsored retirement plans. 

Symetra Life Insurance Company has hired three regional sales leaders: Christopher Koettker, Andrew McMillan, and Steve Mezei.