Search results for: SCO
The Value of Transparency in Participant-Level 401(k) Data
The technology conversation is no longer simply about the amount of data available, but rather how it is used and, more specifically, how granular it is, as to...
DOL and SEC Uniform Advice Standard May Not Be Far Off
Leadership at both the DOL and SEC have signaled a willingness to work together to find complementary approaches to managing advisers’ conflicts of interest—but it will be a...
Financial Wellness Programs Popular With Health Care Employers
Over 40% of survey respondents indicate their organization has been offering a financial wellness program for 5 years or more.
Growth in TDF Market Underscores Proprietary Product Debate
The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...
NEPC Recommends Investment Strategies for Pensions in a Low-Return Environment
One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.
Retirement Industry People Moves
Mesirow Adds Seven-Person Investment Management Team; Mercer Hires Principal of Client Management; Hilb Group Acquires BKC to Expand Midwest Offices; and more.
Morningstar Reveals Best Interest Scorecard Fiduciary Rating Tool
The firm describes its latest release as a consolidated proposal system created for financial advisers to help clients make informed decisions on possible rollover options, designed with their...
Lack of Funds for LTC is Americans’ Greatest Fear About Aging
Yet only 20% have taken any step toward funding their long-term care expenses.
MassMutual Study Says African-Americans Want More Financial Education
Forty-five percent of African-Americans who bring home $75,000 or more say they feel less than financially secure compared with just 28% of other Americans in the same income...
Financial Setbacks Cause Many to Dip Into Retirement Savings
This can put a person’s retirement in jeopardy, The Pew Charitable Trusts says.
Court Dismisses Case Challenging Xerox and Financial Engines Fee Arrangement
A judge disagreed with Ford Motor Company retirement plan participants that Xerox is a fiduciary because it had discretion over the amount of compensation it received from Financial...
Plan Sponsors’ Use of Best Practices Continues to Climb
Automatic enrollment, higher initial deferral rates and financial counseling are just a few that more employers are adopting.
Global Best Practices Can Improve U.S. Retirement Outlook
It is clear which countries lead the way in providing sustainable retirement systems with adequate benefits—and what others can learn from them to improve.
Retire Ready Now Creates Personalized Participant Reports for Advisers
All retirement plan advisers need to do is provide plan census data.
Retirement Industry People Moves
The Standard Hires Officer of Compliance and Ethics; Willis Towers Watson Appoints Head of Investment Solutions; Director of Fund Administration Joins Triloma; and more.