InvestorForce, a Wayne, Pennsylvania, software provider, announced an update of its InvestorForce Insight service it said will allow consultants to provide institutional clients with daily access to critical portfolio data directly through a branded Web portal.
Two financial professionals have written a paper and designed a Web site for Baby Boomers planning to recoup their losses in their retirement plans.
McCready and Keene announced it offers custom risk-based and age-based portfolios within the same retirement plan, utilizing an asset allocation strategy composed of a plan's core fund lineup.
In a recent survey by Cowden Associates, 25% of defined contribution plan sponsors reported not having an investment policy statement (IPS).
Fiduciary responsibility and fee transparency are at the forefront of important issues in the 401(k) market, an informal survey of retirement plan consultants says.
The majority of retirement plan expenses are paid by the plan sponsor, but many plan sponsors do not review the fees paid to their adviser, a recent survey said.
A new Spectrem Group survey of large 401(k) plan sponsors found the sponsors are looking for advisers expert in a particular service and will bring on more than one if they need to.