Soaring Use of Apps Sends Demand Skyward
A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.
News
Funded Status of Corporate Pensions Increased in May
The funded status of U.S. corporate pension plans increased during May, according to the BNY Mellon Investment Strategy and Solutions Group (ISSG).
Rehmann Retirement Builders Takes on Principal
Ryan Sullivan has been made principal-in-charge of Rehmann Retirement Builders.
Guardian Unveils Plan Participant Website
The Guardian Insurance & Annuity Company Inc. launched a plan participant website to help people better prepare for retirement.
Longfellow Benefits Adds Two VPs
Lynn Gillis was hired as vice president of client services and Ryan P. McDermott, as vice president of business development by Longfellow Benefits.
If You Build It, They Will Come
Ann Schleck & Co. and ShoeFitts Marketing have teamed up to offer Voilá, a marketing and branding program for retirement plan advisers.
Farmers National Banc Corp. to Acquire NAI
Farmers National Banc Corp. has agreed to acquire the retirement planning consultancy National Associates Inc. (NAI).
Reliance Financial Completes Merger
The acquisition of Citigroup Trust-Delaware N.A. by Reliance Financial Corporation was completed, and the new company is Reliance Trust Company of Delaware.
Advisory Enters Small, Midsize Market
Marathon Retirement & Pension Consulting LLC (Marathon RPC) announced its entry into the small and mid-size retirement plan market.
CUNA Mutual Hires VP, Retirement Plan Services
Natalie Young joined CUNA Mutual Group and its affiliate, CPI Qualified Plan Consultants Inc., as a regional vice president for southern California.
Website Helps Advisers on the Move
Advisers have many fears when considering switching firms or going independent.
Mobile Apps to Provide Participants Plan Info
PlanServe Data Systems and Milliman Inc. have collaborated to deliver retirement plan account information via mobile applications.
Even More Retirees Coming After Baby Boomers
The number of Americans reaching age 65 each year will continue to grow beyond the Baby Boomers, according to a trend analysis from LIMRA.
Constructing a ‘Thoughtful’ Glide Path
When constructing a glide path for target-date funds (TDFs), the main objective should not just be about choosing the proper mix of equities and fixed income.
SSgA ETFs Offer Income, Inflation Protection
State Street Global Advisors (SSgA) rolled out two exchange-traded funds (ETFs) that offer income and inflation protection.
403(b) Pre-Approved Plan Program: What to Know
A significant part of the 403(b) regulations passed in 2007 was the requirement that plans be maintained pursuant to a written plan document.
Newport Group Adds Regional Director
Patrick Labriola joined the Newport Group as regional director covering the Northwest.
Are Storm Clouds Gathering on the Fixed-Income Horizon?
Long thought to be an investment with a guaranteed return, traditional fixed-income products have an upside/downside ratio that is unsustainably low, a white paper warns.
Harmonizing DB and DC Plans
It is common for companies to have both defined contribution (DC) and defined benefit (DB) plans, but inconsistencies between them can lead to poor investment results and fiduciary...
Motivation Key to Better Saving Behaviors
Tools and services focused on employee motivation will lead employees to take effective action to save for retirement, a research paper contends.