Search results for: SCO
fi360 Backs Fiduciary Scoring with Data
An independent study from financial research firm MacroRisk Analytics suggests the fi360 Fiduciary Score, a proprietary mutual fund rating system, has a strong correlation to investment performance.
DOL Announces Fiduciary Seminars in June and July
The Department of Labor is hosting its free compliance assistance seminar in Memphis, Tennessee, and Madison, Wisconsin.
Retirement Plan Solutions Partners with Pensionmark
Financial adviser Erik Swenson, president of Retirement Plan Solutions, has affiliated with Pensionmark Retirement Group, creating RPS Pensionmark.
Great-West Acquires J.P. Morgan Retirement Plan Services
Great-West has reached an agreement to acquire the J.P. Morgan Retirement Plan Services large-market recordkeeping business, which has $167 billion in plan assets across 200 plan sponsor clients...
Employees Have Gaps in Financial Literacy Knowledge
Employees have significant gaps in their financial literacy knowledge when it comes to areas such as money management, says a new survey.
The Hottest Gadgets Reviewed
The best e-reader? The best tablet? The best smartphone? The reviews are in from Engadget users, and the answers may surprise you.
Positive 401(k) Behaviors Picking Up
Workers who made changes to their 401(k) accounts last year took a positive step 76% percent of the time, according to a recent analysis.
Corporate Pensions Lost Ground in March
The funded status of the typical U.S. corporate pension plan declined 0.5 percentage points in March to 92.1%, according to the BNY Mellon Investment Strategy & Solutions Group...
Tide Is Shifting Toward Custom TDFs
Defined contribution (DC) plan sponsors are evaluating their current target-date funds (TDFs) and considering whether or not custom TDFs are a better option, a survey shows.
Pentegra Appoints West Coast Sales Leader
Scott Schaerer joined Pentegra Retirement Services as a regional director in charge of qualified plan sales and business development on the West Coast.
Real Estate Specialist Launches Institutional Fund
CenterSquare Investment Management, Inc. has launched the CenterSquare Value-Added Fund III, L.P.
Scott Davison Named CEO of OneAmerica
J. Scott Davison will begin serving as chief executive officer for the companies of OneAmerica on April 1.
Many Unsure 401(k) Will Produce Adequate Income
More than half of employees are unsure their 401(k) retirement plan will provide them with adequate funds for retirement, says a new survey.
Can You Really Set it and Forget It?
In the two decades since target-date funds (TDFs) first entered plan investment menus, they’ve gained a reputation as a set-it-and-forget-it strategy that many experts oppose.
Pension Annuitization Attractiveness Hangs On
The Dietrich Pension Risk Transfer Index, which tracks the relative attractiveness of annuitizing pension liabilities, remained basically unchanged through February and into March.
Fidelity Wins Some in Appeal of Tussey Case
Fidelity was able to convince an appellate court to vacate some of the decisions made against it in the widely watched case of Tussey v. ABB, Inc.
Health of Corporate DB Plans Improves
The financial health of the largest U.S. corporate defined benefit (DB) pension plans improved during 2013, says a new analysis.
Castle Rock and fi360 Integrate Solutions
Retirement plan technology providers fi360 and Castle Rock Innovations launched a collaborate solution that combines the firms’ various data technologies and adviser tool sets.
Recordkeepers Strongly Influence Outcomes
Retirement plan participants’ savings rate is the most important factor for ensuring successful retirement savings outcomes.
DC Plans Ended 2013 Strong
Defined contribution (DC) plans outperformed defined benefit plans significantly during the fourth quarter of 2013 and during the whole year, according to a recent analysis.