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401(k) Participant Transfer Activity Low in July
Average net transfer activity remained very low among defined contribution (DC) plan participants in July.
Mesirow Offers Webinars About Fiduciary Landscape
Mesirow Financial’s Investment Strategies group is hosting a series of educational webinars titled “Fiduciary Responsibilities and Outsourcing Options.”
Equities Lose 401(k) Participant Assets in June
Defined contribution (DC) plan participants transferred monies from equities into fixed-income investments in June despite the market rally, according to the Aon Hewitt 401(k) Index.
Northern Trust Names Carl Tannenbaum Chief Economist
Carl R. Tannenbaum, formerly with the Federal Reserve Bank of Chicago, was appointed chief economist at Northern Trust.
Equities Lose 401(k) Participant Assets in May
Defined contribution (DC) plan participants transferred monies from equities into fixed-income investments as the stock markets dropped substantially during...
Participants Turn Back to Fixed Income in April
April was the first month this year that the net direction of 401(k) participant transfers moved back toward fixed income.
Number of Advisers Becoming RIAs Expected to Rise
A Charles Schwab survey of advisers at major financial firms found that more than three-fourths (76%) of those surveyed expect a continued increase in the number of advisers...
401(k) Participants Turn Back to Equities in January
In contrast to the majority of months in 2011, the net direction of 401(k) participants’ transfers in January 2012 returned to equities.
PNC Adds Mesirow Financial's Fiduciary Services
Mesirow Financial and PNC Institutional Investments introduced Employee Retirement Income Security Act (ERISA) Section 3(21) and 3(38) fiduciary services for PNC's Vested Interest retirement plan sponsors.
401(k) Participant Transfer Activity Slowed in December
The volume of 401(k) participant transfer activity was below average for December, according to the Aon Hewitt 401(k) Index.
Companies Worldwide Focusing on SWFs and EMs
An investor relations report from BNY Mellon found companies worldwide are continuing to expand outreach to sovereign wealth funds (SWFs) and emerging markets (EMs).
Participant Transfers Almost Neutral in September
Despite steep losses in the stock market in September, net 401(k) participant transfers were very modest, according to the Aon Hewitt 401(k) Index Observations report.
EBSA to Hold Webcast on Participant Fee Disclosure
The U.S. Department of Labor’s Employee Benefit Security Administration (EBSA) is hosting a Webcast to discuss the final rule on improving the transparency of fees and expenses for...
To Stay On Top, Stay Informed
Nationwide Financial has created a Web site to help advisers stay up-to-date on regulatory and legislative changes, after a survey it conducted found this to be one of...
FTSE and EIRIS Launch Corporate ESG Ratings
FTSE and Experts in Responsible Investment Solutions (EIRIS) announced the launch of the FTSE4Good ESG Ratings.
EBSA to Host Retirement Workshop for Women
The Department of Labor’s Employee Benefits Security Administration (EBSA) is co-sponsoring a Webcast on April 12 to help women with retirement planning issues.
Franklin Templeton Offers Global Investment Guide
Franklin Templeton created a guide to help advisers and their clients understand how global investments may increasingly serve as a core component within portfolio allocations
DoubleLine Launches Core Fixed Income Fund
DoubleLine Funds Trust has launched the DoubleLine Core Fixed Income Fund.
Folio Institutional and ABG Carolinas Introduce Folio(k)
Folio Institutional and Alliance Benefit Group Carolinas have teamed up to offer Folio(k).
DWS Investments Offers Fee Report
DWS Investments - Americas, the U.S. retail unit of Deutsche Bank's Asset Management division, unveiled the DWS Fee Transparency Report.