Search results for: SCO
Alerus Retirement Solutions Adopts Envestnet Platform
Alerus Retirement Solutions has entered into a partnership with Envestnet Retirement Solutions (ERS) to utilize ERS's adviser platform and fiduciary support services.
Plan Sponsor Focus Shifts to Outcomes
Fidelity’s fifth annual Plan Sponsor Attitudes Survey shows sponsors are most focused on participant outcomes—the first time improving outcomes has topped the list of sponsor priorities.
Business Travelers Rank Hotels
Business travelers increasingly like where they stay, according to the Business Travel News 2014 Hotel Chain Survey.
Nearing Retirement, and Worried the Money Will Run Out
Half of employees approaching retirement wish they had started saving sooner, a TIAA-CREF survey finds.
Adviser Sees a Favorable Landscape for PRT Advice
A confluence of factors has combined to make this a compelling time to enter the pension risk transfer advice business, says Steve Keating, principal at Penbridge Advisors LLC.
Employee Stock Purchase Plans Can Reduce 401(k) Loans
Fiduciaries often cite asset leakage as a major challenge in running a 401(k) plan, but one...
Unwanted Layovers May Not Be So Bad in Top 10 Airports
North American airports vary widely in quality—as many travelers will discover this winter when bad weather strands them between flights.
Endowment Index Data Widely Available
Historical index data for the Endowment Index is now available through major index and investment databases.
Holidays Prompt Shift in Saving and Investing Strategies
Nearly four in 10 Americans (35%) intend to alter their saving and investing strategies to accommodate for the 2014 holiday season, according to a survey by Edward Jones.
Small Business Owners Often Overestimate Ability to Retire
A majority (52%) of small business owners state they are either “very” or “fairly” well prepared for retirement, according to a study by The Guardian Insurance & Annuity...
Middle-Income Boomers Could Use Professional Advice
Eighty-three percent of middle-income Baby Boomers have not had any type of formal training or education about topics related to retirement financial security, a survey finds.
IRA Investors Signal Interest in Alternatives
A majority of individual retirement account (IRA) investors polled recently by PENSCO Trust Company say they are open to learning more about alternative, non-traded assets.
Risk Tolerance Profiles Miss Key Questions
Measuring risk tolerance is critical, say experts in the field of risk tolerance and decisionmaking, but few retirement plan sponsors and advisers in the U.S. do it correctly.
SEC Set to Approve New Exchange-Traded Fund Structure
Investment management firm Eaton Vance says it has won approval to offer “exchange-traded mutual funds” that deliver nontransparent actively managed investment strategies as exchange-traded funds (ETFs).
Bring on the Regulation, Investors Say
A majority of investors (92%) surveyed by FINRA agreed they want a cop on the beat to protect investors and police the markets.
Court Opens Door for Disclosure of Investment Guidelines
An appeals court has opened the door for the requirement that an ERISA plan’s investment guidelines be disclosed to participants upon request.
Buck Launches Incentive-Based Financial Wellness Program
Buck Consultants at Xerox announced the launch of SavIncent, an incentive-based financial wellness program.
Court Revisits Ruling in Light of Dudenhoeffer Decision
The 9th U.S. Circuit Court of Appeals has revisited its ruling in a retirement plan stock drop suit in light of the U.S. Supreme Court’s decision in Fifth...
DOL Files $7M Improper Investment Suit
The Department of Labor filed a lawsuit to restore $7 million to participants in two Wheeling, West Virginia-based retirement plans, following alleged misconduct by plan fiduciaries.
Debunking Myths of Special Needs Trusts
There is greater need for special needs financial planning, based on increasing life expectancy for some and rising diagnoses of autism, says Securian Financial Group.