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Tax Incentives Benefit Most Participants
An analysis from the American Society of Pension Professionals & Actuaries (ASPPA) shows retirement savings tax incentives benefit a majority of workers.
Improving Retirement Readiness for Gens X and Y
With the decline in defined benefit and retiree health care plan offerings, the younger generations need to take more responsibility for their retirement savings.
SEI, Rothschild in Strategic CIT Partnership
In seeking to expand within the retirement market, SEI has partnered with Rothschild Asset Management to offer a suite of collective investment trusts (CITs).
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2013 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
At the end of last year, we announced some of the nation’s most successful retirement plan advisers in our list of the 2013 PLANADVISER Top 100 Advisers. In...
CFA Institute Appoints Managing Directors
CFA Institute appointed Thomas Robinson as managing director of Americas operations, and John Bowman and Stephen Horan as managing directors of education.
No Sophomore Blues for These Second-Year RIAs
Unsurprisingly, client retention is one of the top areas of focus for advisers who make the move to the independent model.
Budget Proposals for Savings—A Deterrent or Not?
Since the release of the proposed fiscal year 2014 budget by President Obama, opinions have differed on how retirement-related provisions will potentially affect retirement savings.
Guardian Retirement Hosts 401(k) Summit
The Guardian Insurance & Annuity Co. Inc. is hosting a 401(k) summit focused on the micro- and small-plan markets.
Mutual Fund Expenses Fell in 2012
The downward trend in average expense ratios paid by investors in mutual funds continued during 2012, says a report from the Investment Company Institute (ICI).
Fiserv Upgrades Wealth Management Technology
Fiserv Inc. updated its Unified Wealth Platform with advanced trading and modeling capabilities, improved model data reporting and more intuitive user interfaces.
Fidelity Exec Calls for Extension of PPA
The retirement savings crisis can be averted, in part by “extending the scope of what has been a very effective piece of legislation,” an executive from Fidelity Investments...
Savings Cap Could Affect Up to 5% of Participants
Published reports indicate President Obama’s 2014 budget proposal will include a cap on retirement savings.
Russell Picks DC Advisory Director
Andrew Scherer was appointed director of defined contribution (DC) intermediary distribution for Russell Investments’ U.S. adviser-sold business.
Putnam Adds DCIO Investment Specialists
Michael Foy, Daniel Noschese and Kelly Reey have been named defined contribution investment specialists at Putnam Investments.
ACI Capital Group Formally Dissolved
A registered investment advisory, ACI Capital Group LLC, was formally dissolved Friday.
The Search for Income Is Local—for Now
U.S. investors said they have just 11% on average of their income-producing assets invested internationally.
People Clam Up About Sickness on Social Media
On social online sites, people post about eating, working, parenting, cooking, playing, hunting, quilting—you name it.
Financial Crisis Promoted Positive Savings Behavior
Following the financial crisis, 56% of investors now believe it is entirely their responsibility to prepare for retirement, a Fidelity Investments survey finds.