DC Plan Sponsors Should Focus More on Deferral Rates
Other factors are more important to defined contribution (DC) plan success than fund performance, according to research from Putnam Institute.
News
Addressing Social Security an Important Task for Advisers
Financial advisers consider addressing the issue of Social Security with their clients to be a central and important task, a recent analysis finds.
Investors Continued to Seek Safety in July
The search for safety led to bond fund demand across a spectrum of corporate and U.S. government funds, high and low credit quality, and global bond strategies.
Putnam Names Portfolio Manager of Equity Income Fund
Putnam Investments named Darren A. Jaroch, CFA, portfolio manager of Putnam Equity Income Fund (PEYAX).
Master Trusts See Negative Returns in Q2
The median return of BNY Mellon’s U.S. Master Trust Universe was -1.47% for the second quarter, driving down performance for the typical fund to 5.65% year over year.
As DC Plans Change, so Do Opportunities for Asset Managers
Although plan sponsors are reluctant to completely overhaul their plans, evolving defined contribution (DC) plans are creating challenges and opportunities for advisers, a report found.
Advisers Should Educate Clients About Alternatives
A heightened interest in alternative investments among advisers and clients calls for education about those investments' role in portfolios, a source at Russell Investments told PLANADVISER.
Cerulli Predicts More Use of Custom TDFs in Large 401(k)s
A study of the large and mega defined contribution (DC) plan marketplace projects assets of custom target-date funds (TDFs) will reach $218 billion by 2016.
Relationship Management Key to Recordkeeper Success
Large defined contribution (DC) plans with more than $5 billion in assets are likelier to stay with a recordkeeper for at least seven years, a report found.
Fort Washington Investment Adds Analysts
Amy W. Eddy and Matthew J. Jackson have joined Fort Washington Investment Advisors’ high-yield fixed income team.
Bank of the West Expands Investment Advisory and Management Team
Drew Brahos and Bruce Wetter joined Bank of the West's Investment Advisory and Management team in the Wealth Management Group.
BNY Mellon Names Schulte Asia-Pacific Investment Chief
BNY Mellon appointed Paul Schulte to the new position of head of investment strategy, Asia-Pacific (APAC), where he will research investment trends, market activity and economics.
Standard Life Appoints Listed Real Estate Analyst
Standard Life Investments named Bill Pekowitz as a listed real estate analyst (Americas).
NFP Executive Benefits Unveils Deferred Compensation App
A mobile application for corporate executives participating in deferred compensation programs was released by NFP Executive Benefits.
RIA in a Box Introduces Document Management Tool
A registration maintenance service for compliant document management was rolled out by RIA in a Box, a provider of registration and compliance consulting services.
Employees Asking More Retirement Questions
Retirement planning is an increasing focus for employees, according to a report.
Individuals Seek Guaranteed Income Outside Retirement Plans
A LIMRA study of annuity buyers found the top reason consumers gave for buying their annuity is to supplement their Social Security or pension income.
IRIC Adds Jeff Eng to Retirement Plan Advisers
The Institutional Retirement Income Council (IRIC) has appointed Jeff Eng, director of retirement income solutions at Russell Investments, to its group of retirement plan advisers.
Dropped Calls, Slow 'Net Still Plague Cellphone Users
If you often find yourself asking, “Can you hear me now?” on your cell phone, you’re not alone.
QAM Equity Hedge ETF Begins Trading
The actively managed long/short exchange-traded fund (ETF) is the latest offering from AdvisorShares.