In Practice June 16th, 2015 Top Trends in the Adviser-Sold Investment Markets Strategic Insight research reveals traditional broker/dealers are slowly losing dominance in the adviser-sold investment marketplace.
Compliance June 16th, 2015 DOL Announces Hearing About Fiduciary Rule The announcement also includes the official notice of an extended comment period.
Data & Research June 16th, 2015 MassMutual Finds Hispanic Workers Need Social Security Info Hispanic workers polled by MassMutual revealed a concerning lack of knowledge about Social Security.
Compliance June 16th, 2015 Challenges of Retirement Plans with Union Members Collective bargaining agreements can make retirement plan administration more challenging.
Deals & People June 16th, 2015 MainStay Adds Two to DCIO Team The investment firm is developing its DCIO consulting team.
Products June 16th, 2015 Pensionmark Introduces Custom TDFs The funds aim to provide returns in line with market indexes.
Data & Research June 16th, 2015 Addressing a Global Wave of Retirement Unreadiness What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?
Products June 16th, 2015 LifeLock Offers 401(k) Identity Protection A new service scans for unauthorized withdrawals and transfers from 401(k) accounts.
Data & Research June 16th, 2015 Job Seekers Want a Retirement Plan Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.
The Markets June 15th, 2015 Institutions Not Prepared for Tail Risk Though institutional investors expect a tail risk event, they lack the risk management strategies needed to prepare.
The Markets June 15th, 2015 International Equity Posts Strong May Flows Net inflows to stock and bond funds totaled $21.7 billion in May 2015, according to Strategic Insight.
Compliance June 15th, 2015 Court Orders Trial to Determine Plan's Top Hat Status Unresolved issues remain around the selectivity requirement for top hat plans.
Deals & People June 15th, 2015 Pentegra Welcomes New Regional Director Laura Grassi joins Pentegra Retirement Services as regional director for qualified plan sales.
Data & Research June 15th, 2015 Social Security Quiz Stumps Most Americans Few understand their eligibility, a MassMutual survey finds.
The Markets June 12th, 2015 Trading Was Brisk in DC Accounts in May More defined contribution plan participants made trades last month, according to Aon Hewitt.
The Markets June 12th, 2015 Company Stock Outside the Qualified Plan Can equity compensation help cut down on leakage from the retirement plan?
Data & Research June 12th, 2015 Towers Watson Says Managed Accounts a Better QDIA These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
Compliance June 12th, 2015 Business Leaders Warn of Fiduciary Rule Fallout The U.S. Chamber of Commerce issued a report warning the fiduciary rulemaking effort could harm small business employees.
Deals & People June 12th, 2015 New SageView Office Opens in Colorado This launch represents the fourth new location for SageView this year.
The Markets June 11th, 2015 Economic Forces Shape the Retirement Landscape Inconsistent data reflect the range of forces affecting households and business.