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Commonfund Expands West Coast Team
Institutional investment manager Commonfund grew its San Francisco office through a series of hires and relocations.
Franklin Templeton Names Head of DC Sales
Franklin Templeton Investments has named Drew Carrington as senior vice president and head of Defined Contribution (DC), Institutional.
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2013 PLANSPONSOR Retirement Plan Adviser of the Year
The winners of our 2013 PLANSPONSOR Retirement Plan Adviser Year Award for individual adviser, team and multioffice team.
Gen X Most Focused on Retirement
Generation X employees are more concerned than their younger and older counterparts about having enough saved for retirement, according to a new study by LIMRA.
Guarding Fiduciaries and Optimizing Committees
Traditionally, benefit plan committees oversaw administration, investments—everything to do with sponsoring and administering an employer-sponsored plan.
Retirement Readiness: Act II
Plan sponsors have learned their roles for Act I of the retirement readiness program, so now it’s time for Act II.
PANC 2013: Fiduciary Fitness
“While we as advisers understand a lot of pieces of the puzzle, the plan sponsor doesn’t,” Keith Gredys, CEO and president of Kidder Benefits Consultants Inc., told attendees...
Passion for the Participant
Many retirement plan participants, especially those with lower incomes, are overwhelmed by projections of how much they need to save, and they feel powerless to do anything about...
Speaking So Participants Can Understand
Saving for retirement is not something people think about, and the way people communicate has changed over the years.
PANC 2013: Fee Disclosures
Fee disclosure is not something to fear but “an opportunity to differentiate yourself as a retirement-focused practice,” said Vincent Morris, president of Bukaty Companies Retirement Plan Services, at...
Industries with the Best 401(k) Plans
A ranking from BrightScope, Inc. indicates companies in the law industry have the best 401(k) retirement plans.
Building Trust at Workshops
Trust is a foundation principle of every great relationship.
Wisconsin Shines Brightest in Pension Ranking
Morningstar's municipal credit analysts found that based on two key funding metrics, the state of Wisconsin has the strongest-funded state pension plan system while Illinois has the weakest...
PANC 2013: Independence Days
Panelists at the PLANADVISER National Conference, in Orlando, Florida, weighed in on the restrictions and conflicts of interests that can spur advisers to go independent.
PANC 2013: Information Technology
Panelists at the PLANADVISER National Conference discussed the costs and potential benefits of technology.
ERIC Supports SPD Case Dismissal
ERIC recently filed a brief with a federal appellate court in a case about a plan changing over from defined benefit to cash balance status.
SunGard Appoints Advisory and Investment EVP
Scott Parry will serve as executive vice president and general manager for advisory and investment services.