Deals & People April 5, 2010

RPAG Brings on New Fixed-Income Analyst

Retirement Plan Advisory Group (RPAG), an alliance of retirement plan advisers, said Gabriel Kass has joined its investment team as an investment analyst, specializing in fixed-income investments.
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Kass will serve as an educational resource for adviser members, responsible for due diligence process and research on fixed-income products, the firm said.

RPAG said Kass has developed a valuable depth of experience at two prominent firms, Pacific Investment Management Company (PIMCO), and Western Asset Management Company.

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Retirement Plan Advisory Group has 256 member firms, totaling 600 advisers in 46 states, and has $39 billion in assets under management.

Products April 5, 2010

New White Paper Tackles Behavioral Economics of Participant Behavior

Arnerich Massena, Inc., a Portland, Oregon-based independent investment advisory firm, has published a paper examining participant behavior in retirement plans.
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The paper, “Ain’t Misbehavin’!,” is the first in a series of pieces exploring how plan sponsors can make use of behavioral economic theory in retirement plans, the firm said. 

Behavioral economics is the combination of economics, sociology, and psychology. The firm noted that the retirement industry is recognizing the impact an understanding of behavioral economics can have to help create effective strategies to improve participant outcomes. The paper provides an introduction to the field of behavioral economics in order to help retirement plan sponsors better understand participant behavior and the reasons why a different approach to plan structure and communication could be in order.

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The paper is available to view and download at www.arnerichmassena.com.

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