Tag: Education

IMHO: Naughty or Nice?

A few years back—when my kids still believed in the reality of Santa Claus—we discovered an ingenious Web site that purported to offer a real-time...

Fiscal Beats Physical Resolutions

In its second annual survey on New Year’s resolutions, Allianz Life found that more Americans would rather enlist the help of a financial “trainer” than a physical trainer in...

Legg Mason Creates Retirement Think Tank

Legg Mason, a global asset management firm, has created the Retirement Advisory Council, bringing together 14 industry leaders to delve into the major challenges facing the retirement industry. ...

Time for a Provider Check-up?

Asked how often they formally evaluated their DC provider, larger programs were again this year noticeably less likely to say they did so on an annual basis.

IMHO: “Sure” Things

In a very real sense, this has been a “rebuilding” year for many plan sponsors and participants.  

401(k) Scorecard Shows Good News and Bad

The Bank of America Merrill Lynch "401(k) Contribution Activities Scorecard" for Q3 2010 found modest improvements in participants’ saving behavior, but also record levels of loans and hardship...

Transamerica Introduces Plan Management Suite

Transamerica Retirement Services introduced a new plan management program to help financial advisers, third party administrators, and plan sponsors better administer employer-sponsored retirement plans.

AAG to Provide Guidance, Advice to MetLife Plans

MetLife Resources entered into a partnership with Advised Assets Group, LLC (AAG), a registered investment adviser that delivers investment advisory services to defined contribution plan sponsors and plan...