Search results for: SCO
Pension Funded Status Rose in December
Rising equity markets and falling liabilities combined to push the funded status of the typical U.S. corporate pension plan into positive territory in 2012.
UBS Adds to Real Estate Business Team
Thomas Klugherz was hired as portfolio and client services officer by the U.S. real estate business of UBS Global Asset Management.
BCG Securities Launches Enhanced Website
BCG Securities unveiled a newly designed website for plan sponsor clients.
Record Year-End Pension Deficit for S&P 1500
S&P 1500 plan sponsors finished 2012 with the highest year-end pension deficit ever.
A Lucky Seven Cities Have Top Jobs Outlook
Job seekers will have the best luck in seven cities in Arizona, California, Florida, Texas and Utah, a survey predicts.
Evercore Buys Calif. Advisory
Evercore Wealth Management LLC announced the completion of its acquisition of Mt. Eden Investment Advisors in San Francisco.
Asset Managers Focus on Value-Add Programs
Shifting sales strategies cause asset managers to focus on value-add programs, research found.
SPD Omission Not a Conflict with Plan Terms
An omission from a retirement plan’s summary plan description (SPD) does not entitle a widow to a greater spousal benefit, a court found.
Behavioral Economics Can Educate Employees
Plan sponsors can use behavioral economics to educate employees about saving for retirement.
They’re Leaving on a Jet Plane
About 40% more people are planning holiday travel this year, according to a survey from an online travel comparison site.
BofA Sees Continued Increase in Enrollment
Employers are increasingly using 401(k) plan design strategies to simplify plan participant decision-making around enrollment, contributions and investing, a survey found.
BMO Hires West Coast Relationship Manager
BMO Retirement Services hired Carolyn Barbee as a relationship manager for West Coast clients.
ETF Usage Depends on Fund Selection
Adviser adoption levels of exchange-traded funds (ETFs) are guideposts to their fund evaluation and selection processes, a survey found.
research
PLANADVISER’s 2013 Top 100 Retirement Plan Advisers
The PLANADVISER Top 100 Advisers is a listing of the advisers and adviser teams competing for the annual PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year...
servicing strategies
Running the Show
Six essential responsibilities of a plan administrative committee
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.