News

The Ballpark E$timate iPhone application, provided in part by the Employee Benefit Research Institute (EBRI), was developed to help with retirement saving.

Northern Trust added client collateral to the categories managed by its Exposure Analysis tool, to help institutional clients collect complex information at the fund or plan level.

SEI’s Institutional Group released the results of its corporate pension investment mid-year quick poll.

Inflation has remained steady in the U.S. and most developed countries in the aftermath of the economic crisis.

Jamie Ohl was hired as president of tax-exempt markets for the institutional retirement operations of ING U.S. 

Sponsors and participants may be ready for the concept of “financial wellness,” speakers told the 2012 PLANADVISER National Conference.

 A website that helps advisers identify retirement savings gaps and simplify planning considerations was launched by The Principal.  

Further diversification, risk management and customization are the future for target-date funds (TDFs), panelists told the 2012 PLANADVISER National...

Andrew J. Bowden has been named deputy director of the Securities and Exchange Commission (SEC)’s Office of Compliance Inspections and Examinations (OCIE).

The Geographic Exposure Index Series by Russell Investments provides client exposure to emerging markets.

Advantus Capital Management launched the Strategic Dividend Income (SDI) Fund.

The PLANSPONSOR 2012 Retirement Plan Adviser of the Year and Adviser Team of the Year shared some information about practice management in a final conference session.

AXA Equitable developed a website to inform 401(k) and 457 plan sponsors about fulfilling their fiduciary obligations.

When it comes to managing mobile data, adult users of cellphones treasure their privacy, a study found.

 Captrust launched a website that offers a new perspective on best practices for nonqualified deferred compensation plans (NQDCs).

A good quarterly review starts with an effective meeting agenda, panelists told attendees of the 2012 PLANADVISER National Conference.

Advisers remain committed to global investments amidst uncertainty and client demands, Russell Investments found.

Nicki Green joined the firm’s adviser-sold defined contribution (DC) sales team.

Eighty-three percent of small-business owners are still unclear about 401(k) fee notices and next steps, according to a survey.

Employees should aim to save at least eight times their ending salary to meet retirement income needs, Fidelity Investments suggests.