Search results for: SCO
Operational Risks Should Be a Focus for DC Plans
Segal Marco Advisors suggests a framework to identify and manage operational risks for public sector DC plans that could also be used for corporate plans.
U.S. Bank Wins Appellate Confirmation of ERISA Litigation Dismissal
The Eight Circuit Court of Appeals has backed the decision of a lower court to summarily dismiss a lawsuit filed by participants in an over-funded defined benefit plan...
Half of Americans Consider Themselves Knowledgeable on HSAs
However, a LIMRA report reveals some disparities with that number.
Pre-Retirees Want Lifetime Income Guarantees
A survey finds only 22% of Americans have worked with a financial adviser to figure out how much income they will need in retirement.
Auto Enrollment Default Savings Rate Increase Does Not Discourage Participation
A Voya Financial study encourages plan sponsors to raise the default savings rate in automatic enrollment features.
Nearly Half—48%—of Investors Own an Annuity
And nearly two-thirds, 63%, of advisers recommend annuities to clients who need income.
PANC 2017: Benchmarking Your Advisory Services for Clients
With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say.
PANC 2017: The Generational Divide
L. Rita Fiumara from UBS shared generation-specific insights that can help shape retirement plan communications.
PANC 2017: Understanding Adviser Tools and Support
Panelists discussed a number of “game changing” applications, noting that new ones are constantly being introduced.
Retirement Industry People Moves
QMA Hires Head of Global Distribution; LCG Associates Hires Atlanta Consultant; Capital Investment Companies Announces Collaboration.
PANC 2017: Maximizing the Workplace Savings System
Retirement plan advisers are in a unique position to help working Americans build wealth and a sense of security and dignity when it comes to thinking about long-term...
2014 RPAY – Retirement & Benefit Partners, Inc.
PA: What is your mission statement? Retirement & Benefit Partners, Inc.: We provide client-centric, authentic and industry-leading retirement plan solutions, engineered to meet the highest standards of fiduciary...
2014 RPAY – Cammack Retirement Group
PA: How is your team/process/structure unique? Cammack Retirement Group: While the investment menu is a critical component of a retirement plan, we recognize that successful retirement plan management...
2014 RPAY – Spectrum Investment Advisors
PA: What have you done in the past year to improve participants’ retirement readiness?Spectrum Investment Advisors: Our patented Spectrum Investor™ Communication Process uses colors to communicate about investing,...
2014 RPAY – The Kieckhefer Group
PA: How is your team/process/structure unique?The Kieckhefer Group: Our backgrounds and extensive knowledge of different parts of the industry help our plan sponsors and participants. Rob Kieckhefer has...
2014 RPAY – Thom Shumosic
PA: What is your mission statement? Thom Shumosic: My mission is simple: I want to provide every plan participant the opportunity to save and invest enough to retire...
2015 RPAY – Sheridan Road Financial
PA: What is your mission statement?Sheridan Road Financial: Our mission is to be the premier institutional investment consulting firm that consciously leads others on a sound financial path....
2015 RPAY – Spectrum Investment Advisors, Inc.
PA: What is your mission statement?Spectrum Investment Advisors: Our mission is to maximize the retirement benefit program within an organization by providing unbiased investment and consulting solutions. We...
2015 RPAY – PearlStreet Investment Management of Oppenheimer & Co. Inc.
PA: As a retirement plan adviser, what do you take the most pride in?PearlStreet Investment Management: We are proud about the level of trust and confidence our plan...