Search results for: SCO
Ideas to Help Manage Surplus Funding When Clients Terminate DB Plans
According to Brian Donohue, with October Three Consulting, the master strategy to get to full-funding-but-no-surplus on termination is to reduce plan risk by gradually changing the plan’s asset...
Researchers Find Impatience and Financial Literacy Affect Retirement Savings Decisions
The researchers say their results imply that it may be useful to facilitate decision making, particularly among the less-educated, as well as to facilitate people committing to and...
DCIO Providers Under Increasing Sales Pressure
Leading distributors are consolidating assets, and new groups are growing in influence.
SOA Mortality Scale Shows Lowered Pension Plan Obligations
The report also found a decline in future rates of mortality improvement.
Sponsored by OneAmerica
Driving Retirement Readiness: Helping Sponsors Meet the Evolving Needs of Plan Participants
Interview with Sandy McCarthy
Sponsored by OneAmerica
Guaranteed Income, Shoring Up Social Security Suggestions for Improving U.S. Retirement System
This year, the U.S. scored a 58.8 overall in the Melbourne Mercer Global Pension Index, up from 57.8 in 2017.says the slight increase in the U.S.’s score was...
DOL Seeks to Expand Access to MEPs and ‘Association Retirement Plans’
These plans allow small businesses to join together to offer defined contribution retirement savings benefits.
Institutional Investors Seek ESG Opportunities via Fixed-Income Vehicles
BlueBay Asset Management's My-Linh Ngo offers a crash course in ESG fixed income.
Sponsored by Voya Financial
Three Key Insights Plan Sponsors and Advisers Should Know About Special Needs Planning
An Opportunity Exists to Support Caregivers and their Loved Ones Heather Lavallee: Our industry has come a long way in recognizing that certain groups, such as women and...
Sponsored by Voya
Another District Court Decision for Dignity Health Church Plan Lawsuit
The interim decision is a mixed bag that falls more in favor of the plaintiffs, but it by no means concludes the litigation—not least because plaintiffs have already...
Merrill Lynch Personalizes Education, Mobile Apps for Participants
The aim is to meet employees’ growing calls for personalized and holistic financial wellness guidance.
SEC Commissioner Stein Pushes for Investor Education
While the Securities and Exchange Commission is firmly controlled by Republican-appointed members, the last Obama-era commissioner says she hopes to find room for compromise to address the pressing...
Investment Product and Service Launches
PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators.
Putnam Proprietary Fund Suit Revived on Appeal
Finding "errors of law" in a district court's decision, the 1st Circuit remanded the duty of prudence claims for review.
Human Interest Launches Partner Program Portal
The automated 401(k) provider says its new Partner Portal is designed to serve as the user interface for partners to more efficiently manage their client referrals.
Inertia Remains a Plan Sponsor Problem, Too
The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are...
Retirement Industry People Moves
Voya hires regional sales vice president; Northern Trust names former employee its new strategy director; Broadridge announces a series of changes to its global operations team; and more....
SEC Outlines Strategy Through 2022, Pledging Support for ‘Main Street’
According to the SEC’s strategic outline, when Main Street investors seek professional advice, their choices “all too often are not as clear as they should be.”
2018 Best of PLANSPONSOR National Conference
Nov 13-28, 2018 l Chicago, New York, Boston, San Francisco, Houston
Investment Product and Service Launches
PIMCO Acquisition Expands Municipal Bond Business; TIAA Adds Guaranteed Income to Custom Default Solutions; Franklin Templeton Adds Regional ETFs to Lineup; and more.