BCG Appoints Weaver as Director of Sales, Client Relations
Benefit Consultants Group (BCG) said Ken Weaver will lead its internal adviser support teams.
Tag: Consultants
Mercer Says Plan Limits Could Drop
Plan sponsors might want to prepare for the possibility of retirement plan limits dropping for 2010, Mercer said.
Aon Names Spano to Consulting Post
Aon Consulting Worldwide has appointed Martha Spano as a senior vice president and Central West Coast regional leader for Aon Investment Consulting in the Los Angeles office.
Franklin Templeton Snatches Ahmed From Columbia Funds
Franklin Templeton Investments has lured Yaqub Ahmed from his post at Columbia Funds.
ING Launches Roundtable for Mid-Market Advisers, Consultants
In an effort to grow in the mid-market space, ING's U.S. Retirement Services operations launched a series of educational roundtable discussions for mid-market retirement plan consultants and registered...
InvestorForce Product Helps Consultants Share Data with Clients
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...
Baby Boomers Must 'ReDesign'
Two financial professionals have written a paper and designed a Web site for Baby Boomers planning to recoup their losses in their retirement plans.
Provider Offers Custom Asset Allocation Portfolios
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.
One-Fourth of Sponsors Lack IPS
In a recent survey by Cowden Associates, 25% of defined contribution plan sponsors reported not having an investment policy statement (IPS).
Fiduciary Responsibility Is Most Important Plan Sponsor Issue
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.
Plan Sponsors Paying for Adviser Services Directly
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...
Large 401(k) Sponsors Want Expert Advisers
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...
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Two-Thirds of DC Plans Use Management Consultant
Sixty-nine percent of defined contribution (DC) plan sponsors use an investment management consultant, according to a survey from the Brookfield, Wisconsin-based International Foundation of Employee Benefit Plans (IFEBP).