Data & Research November 12th, 2012 Advisers Need Growth Strategy Plan Registered investment advisers (RIAs) must invest in their company to ensure it not only thrives but grows.
The Markets November 9th, 2012 What the Re-Election Means for Investors Volatility is likely to continue with current market conditions, but investors should keep a long-term outlook.
The Markets November 9th, 2012 ETF Assets Decrease in October Exchange-traded fund (ETF) assets decreased $11.9 billion, or 0.9%, in October.
Data & Research November 9th, 2012 Participant Behavior Unchanged by Fee Disclosure Few defined contribution (DC) plan participants have changed their behavior based on fee disclosure information they have received.
The Markets November 9th, 2012 Milliman Reports October Drop in Pension Funding October’s $45 billion funded status decline pushed pension deficit to $498 billion, according to Milliman’s Pension Funding Index.
Data & Research November 9th, 2012 Asset Managers Eye Portfolio Specialists Hiring portfolio specialists is a growing trend within the asset management industry.
Compliance November 8th, 2012 GAO Looks at Risk-Aligned PBGC Premiums Moving to a more risk-based system would shift Pension Benefit Guaranty Corporation (PBGC) premium costs among sponsors.
Compliance November 8th, 2012 Elimination of DC to DB Transfer Permitted An employer did not violate ERISA by eliminating the right to transfer from a defined contribution to a defined benefit plan, a court found.
Products November 8th, 2012 Nepsis Adds Lincoln Trust 401(k) Platform Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.
Compliance November 8th, 2012 High Court Upholds Presumption of Prudence The Supreme Court declined to review two cases where plan sponsors were found to have a presumption of prudence related to company stock offerings.
The Markets November 8th, 2012 Fidelity 401(k) Balances Reach Highest Level New data from Fidelity Investments indicates 401(k) participants are getting the message about saving more and diversifying.
Diversions November 8th, 2012 At-Home Workers Happier, More Productive Employers have long wanted to know if more flexibility in working arrangements would hurt or help a company's profitability and competitiveness.
Deals & People November 7th, 2012 Financial Engines Names President Financial Engines promoted Larry Raffone to president.
Deals & People November 7th, 2012 MassMutual Names Relationship Manager Laura Cali has been hired as a relationship manager with MassMutual’s Retirement Services Division.
Data & Research November 7th, 2012 Retirement Distributions and Lifetime Income Having a prearranged retirement plan distribution methodology is important.
Deals & People November 7th, 2012 OneAmerica Adds Sales Director in Michigan The companies of OneAmerica selected Duane Jeffers as regional sales director for retirement business in Michigan and Northwest Ohio.
Products November 7th, 2012 Passive Mutual Fund Assets Increase 95% Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.
Products November 7th, 2012 Retiremap Plan Education Tool Launched Boulevard R’s Retiremap was developed to help employers and plan sponsors with retirement plan education.
Compliance November 7th, 2012 Correction Program Sought for 408(b)(2) Errors Drinker Biddle & Reath asked the Department of Labor (DOL) to provide relief for inadvertent fee disclosure errors.
Products November 6th, 2012 Great-West Enhances 401(k) Investment Program Great-West Financial launched new funds in its Premier Key 401(k) investment program.