News

Wells Fargo Insurance Services announced the acquisition of EDIFY, LLC, an employee benefits consulting firm based in Fort Lauderdale, Florida.

Stock and bond funds experienced net inflows of $12.4 billion in May, according to Financial Research Corporation (FRC).

Effective methods for determining and benchmarking retirement readiness for plan sponsor clients. 

Panelists at the recent PLANSPONSOR National Conference all agreed that before doing a search for a new retirement plan provider, sponsors need to clearly define their goals.

Since the market downturn of 2008, there has been increasing debate on whether target-date funds (TDFs) should take retirement plan participants “to” retirement or “through” retirement.

A growing number of plan advisers are entering the non-qualified deferred compensation (NQDC) marketplace.

Principal Global Investors, LLC made a definitive agreement to acquire a 74% stake in Origin Asset Management, LLP for approximately $66 million.

Callan’s 2011 Target Date Fund Survey found that target-date funds (TDFs) continue to evolve as managers evaluate their glidepaths and the use of underlying funds.

U.S. REITs continued to outperform the broader equity market in the second quarter and the first half of 2011, according to the National Association of Real Estate Investment...

Echo Point Investment Management has appointed Howard Hassen as Consultant Relations Specialist.

Great-West Retirement Services announced that Mark Berman will join the firm as regional sales director for its Great Lakes market. 

Wesley S. Chan will join Acadian Asset Management LLC as Director of Research Operations.

There’s always a lot of talk about how to improve participant behavior in a retirement plan, but sometimes it’s the plan sponsor that “misbehaves.”

If you’re itching to take part in a vote and November 2012 is too far away, you have until 4:00pm EST on Thursday, July 7 to vote for...

SunTrust Banks, Inc. has appointed Ernest N. Dawal as Chief Investment Officer for its Private Wealth Management and Institutional Investment Solutions. 

Meeder Financial has launched the Flex-funds Total Return Bond Fund (FLBDX).

Portland, Oregon-based Morley Financial Services has announced the appointment of Bill Gardner as director of sales and relationship management.

Vanguard’s "How America Saves" analysis highlights industry differences in plan design and participant behavior.

J.P. Morgan Asset Management has been selected as the investment manager and distributor for New York's 529 College Savings Program Advisor Plan.

Advisor Group, an independent network for broker/dealers, will be offering its advisers access to SunGard’s Protegent Social Media Surveillance tool.