Data & Research October 29th, 2012 Passively Managed Funds Expected to Rise Passive exposure will grow to 37% of adviser-managed holdings by 2020, research found.
Products October 29th, 2012 Prudential Launches Mutual Fund Prudential Investments launched the Prudential Short Duration High Yield Income Fund.
Data & Research October 29th, 2012 Participants Have Inaccurate View of TDFs Many participants have an incorrect view about what they will get from a target-date fund (TDF).
The Markets October 26th, 2012 Considerations for Settling Pension Obligations For today’s frozen defined benefit (DB) plans, the question is not if they will settle—it’s more about “how” or “when.”
Products October 26th, 2012 Firm Unveils Plan Sponsor Video Series Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.
Products October 26th, 2012 FTSE Builds Unit for ETPs FTSE Group established a new exchange-traded products (ETP) service unit.
Compliance October 26th, 2012 HP 401(k) Eyed for ERISA Violations Zamansky & Associates LLC is investigating the Hewlett-Packard Company’s 401(k) plan for potential violations of the Employee Retirement Income Security Act (ERISA).
In Practice October 26th, 2012 AllianceBernstein Puts Advisers in ‘Fast Track’ AllianceBernstein enhanced its FastTrack presentation with new data and input from plan sponsors and plan participants.
Data & Research October 26th, 2012 Age, Account Balance Affect Allocation The investment allocation of individual retirement accounts (IRAs) varies according to several factors, but the difference between genders is minimal.
Products October 25th, 2012 SunTrust Enhances Plan Service Center SunTrust Banks Inc. rolled out an enhanced version of Plan Service Center (PSC).
Deals & People October 25th, 2012 Asset International Acquires 529 College Savings Conference Asset International Inc. agreed to acquire Savingforcollege.com’s 529 Conference and Boot Camp from JFH Innovative LLC.
Products October 25th, 2012 App Opens Access to Investing Resources A free iPad app from Invesco gives advisers access to investing capabilities.
Data & Research October 25th, 2012 More Worry About Affording Retirement Nearly four in 10 adults say they are “not too” or “not at all” confident they will have enough income and assets for retirement.
In Practice October 25th, 2012 Americans Need Personalized Financial Advice Individuals are more likely to implement a financial change when there is an explicit investment recommendation versus general guidance.
Deals & People October 25th, 2012 WMSI Acquires Archimedes Systems Wealth Management Systems Inc. (WMSI) has acquired Archimedes Systems Inc.
Data & Research October 25th, 2012 Ineffective Education a Top Barrier to Saving Employers and employees face two main obstacles for retirement saving: tough economic times and ineffective education.
Products October 25th, 2012 Tool Helps Determine Sponsor's Provider Needs The Guardian Insurance & Annuity Co. Inc. launched a tool to help advisers assist their clients with service provider needs.
Diversions October 25th, 2012 Little Things Can Make the Job Candidate Showing up with a copy of your resume seems so last millennium, compared with what some jobseekers have done.
Data & Research October 24th, 2012 Paper Offers Best Practices for RK Search Arnerich Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”
Products October 24th, 2012 Broader Approach Suggested for DC Menus Retirement plan sponsors should consider a broader approach to their defined contribution (DC) plan investment menus, a paper suggests.