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Callan Offers Lessons on Managing Risk
A new Callan report provides what is says are 10 lessons for managing risks and the next steps institutional investors may want to take.
Newkirk Introduces Plan Communications Offering
Newkirk announced the availability of a plan communications solution designed both to lower provider costs and to satisfy more demanding notice and educational requirements.
A Call for Changes in Retirement Policies and Solutions
A new report says that although the trend toward greater individual responsibility for retirement security will undoubtedly continue, there is much that employers, financial institutions, and the government...
Survey Finds Increasing Plan Sponsor Optimism
Forty percent of respondents to a new plan sponsor survey believe the worst of the current economic turmoil has come to an end.
Most Don't Think Market Has Ruined Retirement
A Vanguard Group study finds only 13% of respondents strongly agree with the view that their retirement had been permanently impaired by the past year's market decline.
First Mercantile Introduces Sales Director for Northwest Region
Marc McDaniels joined First Mercantile's national sales team effective September 14, 2009, as regional sales director for the Northwest region.
Retirement Security Coalition Launches New Web Site
The Retirement Security Coalition has unveiled a Web site designed to serve as a portal to information on the Web about saving for retirement.
USI Links Seattle, Portland Offices
Insurance brokerage firm USI Holdings Corporation, will offer expanded services to companies in the Northwest U.S. by combining the operations of two of its subsidiaries, Kibble & Prentice...
Invesco Scoops Up Van Kampen Assets
Invesco Ltd. has entered into a definitive agreement to acquire Morgan Stanley’s retail asset management business, including Van Kampen Investments.
Prudential Promotes Improved DC Plan Designs
Redefining defined contribution (DC) plans will dramatically improve outcomes for plan sponsors and participants, according to a new white paper released by Prudential Financial.
Younger Adults See Need for Larger Retirement Nest Egg
Most young adults think they'll need to be millionaires before they retire, according to a new poll by the Northwestern Mutual Foundation's financial literacy Web site, Themint.org.
Social(k) Adds Tobacco-Free Funds
Social(k), a Springfield, Massachusetts-based retirement platform, has added the tobacco-free AHA Investment funds to its fund offerings.
Workers Still Committed to Workplace Retirement Plans
Despite the uncertain market conditions and negative headlines during the past year, most Americans who participate in employer-sponsored defined contribution plans value these plans greatly and have continued...
Online 401(k) Links With 5 More Payroll Providers
The Online 401(k), a San Francisco-based provider of full-service Web-based 401(k) plans for small and single-proprietor businesses, expanded its payroll reach in Q3.
IMHO: “Myth” Information
Recently, Time magazine ran a story called “Why It's Time to Retire the 401(k).”
Americans Want More Financial Knowledge
One silver lining to the recession could be that Americans take more interest in their finances, a new survey suggests.
Getting Financial Advice Drops in Importance
This year, fewer Americans ranked getting trusted financial advice of prime importance, according to a survey by Prudential Financial.
UBS: Retirement Investors Could Be More into Risk
UBS Wealth Management Research – Americas has released a study suggesting retirement investors should segment their financial planning to match specific financial goals with the appropriate risk level.
The Standard Offers Retirement Savings Campaign Materials
Standard Retirement Services has launched two new retirement savings campaigns designed to promote enrollment, increase contributions, and motivate ongoing asset allocation review.
S&P Outlines Index Changes
Standard & Poor’s will revamp its style indexes later this year by, among other things, dropping one of seven factors traditionally used to determine stock level style scores.