Search results for: SCO
Principal Integrates Consultant and RIA Support
The Principal Financial Group has adopted an integrated approach to support retirement plan consultants and independent registered investment advisers (RIAs).
Boomers Reducing Spending But Not Saving More
Although 61% of Baby Boomers are spending less, the money they are saving is not going toward retirement.
Transamerica Puts Out Fiduciary Management Product
Transamerica Retirement Services has announced its Fiduciary Management Program to allow advisers to help plan sponsors clearly define, execute, and document investment selection and monitoring.
Most Off Base with Retirement Planning and Spending
Most retirees (95%) of retirees who work with financial advisers during the first two years of retirement to discuss spending find it valuable, but just one in five...
USF Introduces Pricing Strategy for Wirehouse FAs Going Independent
US Fiduciary, Inc. (USF) has rolled out a new pricing strategy for wirehouse advisory teams going independent.
Americans Saving for a Later Retirement
Most working Americans responding to a recent poll declared they had begun saving for retirement, but didn’t expect to be able to start using the money until age...
Bramlett to Lead BenefitStreet
Jerry Bramlett, founder/CEO of The 401(k) Company, has been named as President and Chief Executive Officer at San Ramon, California-based BenefitStreet, Inc.
EBSA: Fiduciaries on Hook for Collecting Plan Contributions
Federal regulators have released new guidance that asserts that a named or functional fiduciary who has authority to appoint a plan’s trustee(s) must make sure the proper party...
sales champ
Heffernan Financial Services, a Member Firm of NRP
John Prichard Sr. and Blake Thibault (San Francisco, CA)
trendspotting
Two-Thirds of DC Plans Use Management Consultant
Sixty-nine percent of defined contribution (DC) plan sponsors use an investment management consultant, according to a survey from the Brookfield, Wisconsin-based International Foundation of Employee Benefit Plans (IFEBP).
retirement income
Funds Move to the Next Level
New mutual fund products aim to help investors in the decumulation phase