News

DC Transfer Activity Steady in Jan.

Average daily transfer activity for defined contribution (DC) plan participants remained unchanged in January compared with the previous month, according to the Aon Hewitt 401(k) Index.

The Next "Best Thing" in Plan Offerings?

Over the past couple of weeks, two retirement industry providers have introduced offerings they purport to be the next trend in the evolution of retirement plan offerings.

DC Investor Behaviors Steady in 2013

Most defined contribution (DC) retirement plan participants stayed the course last year with their asset allocations as stock values generally rose over the first nine months of 2013.

Putnam Targets Volatility-Weary Investors

Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.

Oppenheimer Shakes Up Distribution Group

Investment services firm OppenheimerFunds launched a unified distribution organization that features realigned channel segmentation and increased customization to support new growth strategies.

Taking Auto Plan Features a Step Further

Automatic retirement plan features are gaining traction as a best practice way to help participants achieve retirement readiness, but one provider is taking them a step further.

Broadridge Starts CFO Search

Dan Sheldon, chief financial officer (CFO) for Broadridge Financial Solutions Inc., stepped down from his executive role and will leave the firm in April.