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How Do You Know What Works in a Plan?
As the industry talks about moving away from traditional benchmarks; how plan sponsors benchmark their plans was the subject of a panel discussion for advisers.
MassMutual Names Rocky Mountain Managing Director
MassMutual’s Retirement Services Division announced the transition of Bruce Jensen as managing director.
Most Do Not Want to Dip into Retirement Savings
Despite reports that too many retirement plan participants are dipping into their savings, most want to leave their savings intact, a poll suggests.
Fund Offers Exposure to Multiple Hedge Fund Managers
Natixis Global Asset Management (NGAM) launched a multi-strategy mutual fund dynamically allocated across multiple hedge fund managers.
Manulife Adds U.S. Small Cap Equity Team
March 26, 2013 (PLANSPONSOR.com) – Manulife Asset Management has added a new U.S. small cap equity team.
Is It Safe to Tweet?
Even with recent guidance from regulators about the correct use of social media, advisers still have plenty of questions about compliance.
Guardian Retirement Adds Wholesalers
Drew Fairley, Louis Sammartino and Steven Yoggerst joined The Guardian Insurance & Annuity Company Inc. as regional vice presidents for the company’s 401(k) national sales team.
HighTower Expands New York Footprint
Mark Kravietz, principal of MK Wealth Management in Melville, New York, is joining the HighTower network of advisers.
DeWitt & Dunn Adds North California Adviser
David Hollander, Esq., has joined DeWitt & Dunn LLC as a retirement income planning adviser, part of www.AnnuityWatchUSA.com.
What Advisers Say, What Investors Hear
Clients sometimes wander away from the investment policy statement because of distorted perceptions of market volatility, Russell Investments found in an adviser survey.
Manulife Adds Global Equity Team
Paul Boyne and Doug McGraw have been tasked with leading a new team in global equities at Manulife Asset Management.
TD Ameritrade Names Adviser Transitions Director
Scott Collins has been named director of adviser transitions for TD Ameritrade Institutional.
Seven Neuberger Berman Funds Get R6 Shares
Neuberger Berman Group LLC rolled out retirement share classes (R6 shares) for seven of its mutual funds.
Explaining Outcomes and Avoiding ‘Geek Speak’
Asset allocation, liquidity, absolute returns—they’re like gears in a watch built for the investor, but they don’t help them understand how to tell time, a source at Russell...
Pension Risk Transfer Attractiveness Unchanged
The relative attractiveness of annuitizing pension liabilities was virtually unchanged in February.
Great-West Appoints Rollover, Retirement VP
Chris Silvaggi was appointed vice president of rollover and retirement solutions at Great-West Financial.
Sponsors Need Education About Stable Value Funds
While stable value funds are popular with retirement plan sponsors, more education about them is needed, a study found.
Right Adviser, Wrong Product?
Advisers may think they are recommending the best products, but what do their clients think of the advice?
Emerging Markets Firm Appoints Three Execs in U.S.
Mirae Asset USA has named Peter P. Graham chief executive officer; Robert P. Mulligan, president; and Robert E. Shea, chief operating officer.