Search results for: SCO
practice management
Keeping in Shape
Practice management misperceptions that can derail your business
beyond (k)
Nonqualified plans – Executive Decision
Employers are reviewing their nonqualified plans. Here’s how you can help.
beyond (k)
Rollovers – Getting From A to B
Key points in discussing rollovers with plan sponsor clients
investment-oriented
Stable Value – Slow and Steady
Despite the longevity of stable value funds, misperceptions remain
dean's list
The Enemy of the Good?
Over the past couple of years, 401(k) evaluation service BrightScope has made quite a splash.
Court Grants Class Certification in First Horizon 401(k) Suit
The U.S. District Court for the Western District of Tennessee has granted conditional class certification in a lawsuit concerning the 401(k) plan of First Horizon National Corporation (FHN).
Equity Shifts Lift All Wrap Program Types in Q1
A new report finds that a shift toward equity funds benefited all wrap platform types in the first quarter, but that discretionary “rep-as-portfolio manager” programs enjoyed the fastest...
Communities Struggle to Meet Needs of Aging Population
Many U.S. communities have been unable to make significant progress in preparing to meet the needs of their aging populations, which some say is a result of the...
Lincoln Develops Assets-to-Income Ratio
Lincoln Financial says to reach a secure retirement, one should aim to save ten times his or her annual income.
ASPPA Finds “Faulty” Math in Retirement Debate
The American Society of Pension Professionals & Actuaries (ASPPA) says proposals to scale back or eliminate retirement savings tax incentives for 401(k) plans are based on misleading math.
Borzi Provides an Update of Proposed Regulations
There are still changes to be made to 408(b)(2), said Assistant Secretary of Labor Phyllis Borzi, speaking last week.
Retirement Plan Tax Benefits Decreased Household Stock Ownership
Household stock ownership has decreased, as the tax benefits associated with owning stocks inside a pension plan increase, according to a study from the Stanford Graduate School of...
AUL Appoints Northern California Sales Leader
American United Life Insurance Company (AUL), a OneAmerica company, hired Chris Blair to be regional sales director for retirement services for Northern California and the Pacific Northwest.
Franklin Templeton Hires VP of U.S. Institutional Biz Development
Franklin Templeton Institutional hired Patrick T. Hughes, CFA, as vice president, U.S. Institutional Business Development.
B/Ds, RIAs Focused on Hiring in 2011
Seventy-five percent of U.S. broker/dealer (B/D) and independent registered investment advisory (RIA) firms are planning to hire in the next 12 months.
Adviser Opportunity Abounds in 403(b) Market
Aaron Friedman, national practice leader for nonprofit consulting at The Principal, says "there is still a huge opportunity for advisers to step in and help."