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Younger Americans Plan to Rely on Social Security Too
A new survey released by AARP shows that three in four (75%) adults age 18+ rely on or plan to rely on Social Security for their retirement income,...
QS Investors Launches in NY
QS Investors, LLC has opened its doors as an independent institutional investment firm based in New York.
John Hancock Funds Launches New Behavioral Finance Program
John Hancock's new “hard wired” program helps advisers understand client behavior, structure client portfolios, and build advisers' businesses, the company said.
Verizon Allowed to Fix Plan Drafting Mistake
Admitting it was creating “tension” with the plan documents rule in federal benefits law, a federal appellate court has allowed an employer to correct a drafting error that...
Majority of ESOP Sponsors Offer another Retirement Plan
Approximately 90% of ESOP Association members surveyed reported having retirement savings plans in addition to the ESOP (employee stock ownership plan) including 401(k) plans, pension plans, stock purchase...
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Behavior Modification
Behavioral finance applies to employers, too. Four decisions they have trouble making, and how you can help.
servicing strategies
Gender Gap
How retirement plan advisers and plan sponsors can help women combat a potential retirement savings shortfall
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One for the Record Books
July and August traditionally have been slow months for news, but the last month or two have been anything but.
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QDIA Essentials
PLANSPONSOR’s National Conference earlier this summer featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics.
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What You Need to Know About Building a Web Site
A user-friendly Web site can help current or prospective clients quickly find useful information, such as contact information or a list of services, as well as answers to...
Survey Finds Gen Y in Trouble Financially
Many of the more than 87 million Americans age 18-34, popularly known as “Gen Y” are in financial trouble, according to survey results just released by Western Union.
401(k) Day 2010 is about ‘Taking You There’
The Profit Sharing/401k Council of America (PSCA) has unveiled its 2010 401(k) Day campaign with the theme of "401(k) Day... Taking You There."
CPI Adds Retirement Plan Consultant for Denver
CPI Qualified Plan Consultants, Inc. announced that David Jurczak has accepted the position of retirement plan consultant for Denver, Colorado.
ETF Assets Increased $50B in July
Exchange-traded fund (ETF) industry assets rose $50 billion for the month of July – up 6.5%, according to the State Street Global Advisors (SSgA) ETF Snapshot.
SSgA Selected to Sub-Advise Lincoln Variable Life and Annuity Solutions
State Street Global Advisors (SSgA) has been selected by Lincoln Financial Group to sub-advise variable life insurance and variable annuity investment options.