News

Doug Doucette has been appointed head of client management for the North American institutional business of Investec Asset Management.

Michael Palmiere has joined Pentegra Retirement Services as senior vice president and chief operations officer.

More Canadians are managing their portfolios online, according to research from TD Direct Investing.

The American Society of Pension Professionals & Actuaries (ASPPA) is requesting clarification for Forms 5500 and 8955-SSA filed by multiple employer plans (MEPs).

 Sandy Tassinari joined ING U.S. as head of Strategic Relationship Management, effective November 19.  

Last year was good for target-date funds (TDFs), according to Morningstar.

The Department of Labor (DOL) is soliciting comments about a proposed information collection request to guide rulemaking about retirement benefit statements.

 Just as in the U.S., many of our northern neighbors lack confidence in a secure retirement.  

In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.

The Miami office of CapTrust Advisors has been moved to North East 123rd Street.

Executives and their employers should reconsider qualified retirement plans in light of recently enacted tax changes, according to a PwC source.

Alicia R. Fryc was named regional business consultant for New York and the mid-Atlantic states for Symmetry Partners LLC.

There is a disconnect between the saving habits of some consumers and their rosy retirement forecasts, a poll found.

Asset managers are developing new products to address market volatility and income demand in the wake of record-breaking fixed-income flows.

Al Rodriguez has accepted the position of divisional vice president for CPI Qualified Plan Consultant’s Western Division.

Institutional Investors are entrusting a smaller portion of assets to leading broad managers, according to a report released by Cogent Research.

The Internal Revenue Service (IRS) has released Voluntary Correction Program (VCP) forms.

A college savings-themed desktop calendar can be used as a tool to start conversations with clients and highlight the benefits of 529 savings plans.

Active investors may find themselves frustrated by the small number of diversification opportunities in their employer-sponsored retirement plans.

Marc Mallett was named product manager of investment operations outsourcing in the Americas at Northern Trust.