Search results for: SCO
Pension Relief Bill Presents Risks
New pension rules may provide relief for underfunded pension plans, but they can also increase risk, according to Karin Franceries of J.P. Morgan Asset Management.
Pension Funding Rebounds in June
The funded status of the typical U.S. corporate pension plan rebounded 1.8 percentage points to 71.6% in June, according to the BNY Mellon Pension Summary Report.
JetBlue Earns Its Wings as Best Low-Cost Airline
Most of us want the same things when we fly: a hassle-free experience, pleasant interactions with ground and air crew, and please, first bag free!
Savant, Monitor Group Finalize to Become National RIA
The company, Savant Capital LLC, will provide strategic advantages and efficiencies, and have nearly $2.7B assets under management.
Investor Sentiment Shows Slight 2Q Dip
Investor confidence softened somewhat in the second quarter, according to the Investor Sentiment Index, released Monday by John Hancock Financial Services.
Commonwealth, IPS AdvisorPro Offer Investment Policy Software
Web-based software introduced by Commonwealth Financial Network and IPS AdvisorPro helps advisers create fully compliant investment policy statements.
Wilshire Launches Compass Portal for 2Q Database Updates
Wilshire Associates Incorporated rolled out the Wilshire Compass Portal, an enhanced Web-based investment manager questionnaire that populates its PC-based fund management tool, Wilshire Compass.
PENSCO Offers Custodial Services for Alternatives
PENSCO launched PENSCO SuccessorCustodian.
Transamerica Unveils Retirement Savings Game
Beware of the money trolls, creatures that portray setbacks to saving for retirement in a new Facebook game.
Employers Shift to Employee-Controlled Benefits
Because of the economy and recent employment-related legislation, many employers have shifted to benefits that place primary responsibility and control on employees, a survey found.
Advisers Can Benefit from Saying ‘No’ Sometimes
Being overly accommodating to clients seems like a logical way for plan advisers to run a business—but sometimes it can actually endanger it.
Online Tools Help Investors Assess Advisers
Investor Watchdog offers an array of free, online tools to help investors choose and monitor advisers, and replace those...
J.P. Morgan Announces Recordkeeping Solution
J.P. Morgan Asset Management, with alliance partner FASCore, launched an offering to provide recordkeeping solutions to the small to midsize retirement plan market.
Lincoln Trust Acquires Pension Consulting Firm
Lincoln Trust Company has acquired Independent Pension Consultants Ltd. (IPC), a regional plan administration and consulting firm in Eden Prairie, Minnesota.
PSNC 2012: How Not to Get Sued
When discussing how plan sponsors can protect against litigation, the main message from panelists at the 2012 PLANSPONSOR National Conference concerned documentation.