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Buck Consultants Hires Managing Director of Knowledge Resources
Tamara M. (Tami) Simon joined Buck Consultants as managing director of knowledge resources.
Strategic Communication Can Help Participation Rates
Targeted communication and easy enrollment mailers could improve defined contribution (DC) plan participant outcomes.
Clarity Needed for IRS Partial Annuity Rules
The American Benefits Council welcomes proposed regulations to Internal Revenue Code Section 417(e), on the treatment of benefits paid partially as an annuity and partially in another form...
New York Life Names Senior RM for Taft-Hartley Market
Arthur Georgantas joined New York Life Retirement Plan Services as vice president and senior relationship manager in the Taft-Hartley market.
Exchange Traded Concepts Introduces ETF to Invest in Hedge Fund Equity Positions
The AlphaClone Alternative Alpha ETF (exchange-traded fund) aims to include exposure to alpha-generating equity positions, Exchange Traded Concepts LLC said.
LPL and Retirement Benefits Group Add Five Advisers
Matthew Haerr, Christine Soscia, Amir Arbabi, Peter Littlejohn and William Brown were hired as retirement plan consultants by LPL Financial LLC and Retirement Benefits Group.
NQDC Site Expands Continuing Education Courses
The publisher of the websites myStockOptions.com and myNQDC.com expanded its continuing education offerings for retirement planning professionals.
Company Uses ‘Holistic’ Approach to Improve 401(k) Participation
Increasing 401(k) plan participation rates is high on many companies’ priority lists, but what are the most effective tactics?
Companies Scout Ways to Enhance DC Plans
As concern over benefits costs rises, companies also worry about their employees’ ability to save adequately within defined contribution (DC) plans, a Prudential survey found.
Key Drivers of Retirement Readiness Include Working with Advisers
Those who are best prepared for retirement are most likely to work with a financial adviser, according to the Putnam Lifetime Income Score.
Surprising Answer to Most Expensive U.S. City For Business Travel
What’s the most expensive city for U.S. business travel? Washington? New York? San Francisco?
Life Insurance Is an Uncomfortable Topic for Most Advisers
About two-third of advisers avoid discussions about life insurance with their clients because the topic makes them uncomfortable, a survey by Saybrus Partners found.
401(k) Participation Rate Higher with Auto Features
Combining 401(k) plan features including automatic enrollment, automatic increase and personalized saving/investing advice can significantly increase employee participation rates.
Protecting Retirement Investments from Risk a Top Concern
Protecting retirement assets from risk is the most important concern for Americans of every age, according to Charles Schwab’s quarterly Retirement Pulse Survey.
Great-West Adds Midwest Sales Director to 401(k) Team
Great-West Retirement Services named Matthew Orozco regional sales director for the Midwest market.
CPI Appoints Senior Manager for Internal Sales Department
CPI Qualified Plan Consultants Inc. named Peter Wesner as the senior manager for the internal sales department.
Positive Language Critical in Reaching Older Americans, Research Finds
The language advisers use is critical in reaching senior citizens to explain investment products, according to the research firm Hearts & Wallets.
Putnam Appoints New External Wholesalers
Putnam Investments named eight additions to its retail distribution team, including the promotion of existing staffers.
The Board Institute Unveils Fiduciary Evaluation Tool
The Board Institute Inc. introduced an evaluation and education tool in collaboration with fi360, CEFEX and Cambridge Fiduciary Services LLC.
Jefferson Expands Funds Lineup
Jefferson National increased its alternative investment offerings with a number of fund additions.