Search results for: SCO
investment-oriented
Wrapping Them Up
Exchange-traded funds are working their way into retirement plans, in a variety of interesting ways
cover story
Plans Under Advisement
The most successful retirement plan advisers by the number of retirement plans under advisement
cover story
Specialty Outside 401(k)
The most successful retirement plan advisers by specialty outside of 401(k) plans
practice management
Getting Your Fare Share
Scrutiny of fees has never been more intense. What is reasonable? Ensuring your revenue stream fits your business
regulatory radar
Hidden in Plain Sight?
What do the Department of Labor fee initiatives mean for advisers?
Lincoln Financial Advisors Hires Rieke to Cultivate Kansas City Presence
Lincoln Financial Advisors named Gregory Rieke as managing principal of the Kansas City Regional Planning Office, based in Overland Park, Kansas.
T. Rowe Team Looks to 2009 Opportunity
T. Rowe Price Chariman and CIO Brian Rogers said Tuesday he is optimistic for the markets, because “statistically speaking, the world doesn’t end that often.″
Time to Be Bold, Says T. Rowe Price Retirement Head
Financial crisis or not, T. Rowe Price Retirement Plan Services is sticking to its investment philosophy, advocating for more auto-plan features, and looking into retirement income products, said...
ProFunds Launches Short, Leveraged Exposure ETFs
ProFunds Group announced the launch of a dozen new exchange-traded funds (ETFs).
School Employees Protest against 403(b) Vendor Limits
Similar to the protests in New York, teachers in Newport News, Virginia, are pushing back against their administration's efforts to limit their choice of 403(b) plan vendors.
The Hartford Restructures Employer Markets Group
The Hartford Financial Services Group, Inc., announced a new organizational structure for its Employer Markets Group (EMG).
More Sponsors Turning to Advisers
Even before the current market turmoil, plan sponsors were increasingly inclined to bring in some expert help.
CPI Gets 403(b)s into Compliance, PDQ!
CPI Common Remitter Services, a division of CPI Qualified Plan Consultants, Inc., released CRS PDQ, a 403(b) common remitter and compliance oversight program.
T. Rowe Unveils Global Equity Offerings
T. Rowe Price launched the Global Large-Cap and Global Real Estate strategies with offerings tailored for institutional and retail investors as well as shares available through advisers.
MassMutual Appoints TPA Channel Managers
MassMutual’s Retirement Services Division has added two new positions to its support organization for third-party administrators (TPAs).
Winners, Losers in Fund Distributor Battle for Investor Loyalty
Some unlikely distribution firms have managed to step into the crisis and increase loyalty among affluent investors, according to Cogent Research.