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TIAA-CREF Expands Endowment Management Biz
TIAA-CREF is expanding its endowment management business with the launch of Covariance Capital Management.
Poll Shows Growing Interest in International Investing
A Franklin Templeton poll found half of respondents are planning to invest outside their home country this year, with 62% planning to do so over the next decade.
MassMutual Expands Participant Ed. Services
MassMutual's Retirement Services Division has introduced RetireSmart Ready; a tool to help participants calculate and implement saving rates and asset allocation strategies.
Claim Against Consultant Allowed to Proceed
The trustees of a Nevada supply company’s 401(k) plan can proceed with their suit accusing a plan consultant of a fiduciary breach by convincing the plan to invest...
Stock-Drop Case against UBS Tossed
A federal judge in New York threw out a stock-drop lawsuit against UBS AG and UBS Financial Services Inc.
Fiduciary Definition Comment Period Set to Close April 12
Federal regulators announced that the deadline for public comment about whether the term “fiduciary” should be expanded has been set for April 12, 2011.
Hedgeable Reveals 401(k) Program
Beginning in April, plan sponsors will be able to produce plan menus that provide access to 20 strategies internally managed by Hedgeable.
Dreyfus Develops Emerging Markets Fund
The Dreyfus Corporation launched the Dreyfus Total Emerging Markets Fund.
Morningstar Fund Platform Offered to eRollover Members
eRollover announced it will provide the U.S. open-end mutual fund platform from Morningstar to its members to research trailing performance.
Stewardship Grade Forecasts Fund Survival?
Morningstar released a report analyzing its annual Mutual Fund Stewardship Grade designation, which found the funds with the highest marks are most likely to survive in the long-run.
Vanguard to Launch Emerging Markets Stock Fund
Vanguard filed a registration statement with the Securities and Exchange Commission (SEC) for an actively managed emerging markets equity fund.
Employees Fearful of Retirement Situation
In the 9th Annual MetLife Study of Employee Benefits Trends, over 60% of Baby Boomers indicate they are behind in saving for retirement.
Invesco Unveils PlanForward Project
Invesco has rolled out PlanForward Foundations, a series of toolkits designed to help financial advisers grow their defined contribution (DC) business.
Employees Unsatisfied with Benefits Communications
Employees have disparate preferences when it comes to benefits communications, indicating a need for a multi-faceted approach, MetLife found.
Rauchle Leaves Wells Fargo for U.S. Bank
U.S. Bank Wealth Management named Daniel J. Rauchle as head of investment management for its Ultra High Net Worth Group.
IMHO: Comparison “Points”
Every year about this time, we get reports from firms that purport to tell us how much time is spent in preparations for the NCAA basketball tournament—and,...
Cash Balance Plans Gain Clarity with New Regs
The adoption of cash balance plans has slowed to a trickle since the passage of the Pension Protection Act of 2006, according to Sibson Consulting, a division of...
ICI Report Shows Fund Fees Declined in 2010
Average fees and expenses incurred by investors in long-term mutual funds declined in 2010, according to a recent study.
Demographics Outweigh Company Size in Plan Availability
The composition of a company’s employees are more of an influence on whether an employer-sponsored plan is available than the size of the company, according to the Investment...
PLANADVISER Opens Hall of Fame
This year, in honor of the publication's fifth anniversary, PLANADVISER has opened its Hall of Fame.