News

The publisher of the websites myStockOptions.com and myNQDC.com expanded its continuing education offerings for retirement planning professionals.     

ETF Portfolio Partners Inc., an advisory firm that manages portfolios of exchanged-traded funds (ETFs), hired David A. Vaughn as a senior investment adviser.   

J.P. Morgan Asset Management introduced a tool to help retirement plan advisers facilitate conversations with plan sponsors about 401(k) plan design.

Multiple Employer Plans (MEPs) bring expert fiduciary governance and economies of scale to retirement plans of all types and sizes.

The institutional investor mindset toward real assets is shifting significantly, according to research.

Morningstar expanded and standardized its managed product databases to help retirement plan advisers and sponsors comply with new participant fee disclosure requirements.

Palmer Square Capital Management LLC unveiled the Palmer Square SSI Alternative Income Fund, which seeks absolute returns and a steady income stream.

 Financial advisers and institutional investors continue to use alternative investments, but the growth of their use has begun to slow. 

The SPARK Institute created an Investment Provider Information Form for Multivendor 403(b) Plan Participant Disclosure.

Designing an employee benefits package to attract and retain people who drive profits makes sense, according to Bob Westbrook, financial planner at Strategic Wealth Associates.

TD Ameritrade Institutional created a marketing toolkit for independent registered investment advisers (RIAs) to outline the benefits of working with a fiduciary adviser.

American Beacon Advisors launched American Beacon The London Company Income Equity Fund to focus on dividend income and capital appreciation.

 Increasing 401(k) plan participation rates is high on many companies’ priority lists, but what are the most effective tactics?  

One way workers can increase retirement income is to delay claiming Social Security to increase their monthly benefit.

The Department of Labor appointed an independent fiduciary to manage the 401(k) plan of a now-defunct New Jersey company in the wake of a lawsuit.

Some advisers say certain issues did not make the FAQs about fee disclosure in the Department of Labor’s recently issued field assistance bulletin. 

As concern over benefits costs rises, companies also worry about their employees’ ability to save adequately within defined contribution (DC) plans, a Prudential survey found.

A Government Accountability Office (GAO) review of retirement plan documents showed some sponsors face challenges in understanding the fees they and their participants are charged.

More than half of Baby Boomers and Generation Xers are projected to have adequate retirement income to cover basic expenses and uninsured health care costs.

 The Retirement Services Division promoted Kevin Reilly to relationship manager and hired Thomas Nawrocki as senior relationship manager.