Tag: Investing

Indiana Ponzi Allegedly Targeted IRAs

The Securities and Exchange Commission (SEC) charged an Indiana resident and his company with defrauding investors in a Ponzi scheme that targeted retirement savings.

A Crash Course on DC Plans

BPAS launched “A 90-Minute Crash Course on DC Plans,” on its website, a podcast on some of the key issues surrounding defined contribution (DC) plans.
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2013 DCIO Survey

When it comes to DCIO providers, investment performance is not the only aspect to consider
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Target Practice

The adviser’s evolving role in helping sponsors with TDFs

Mercer Advisors Expands Trust Offerings

 National Advisors Trust will provide trust and trustee services to clients of Mercer Advisors, a wealth management firm and registered investment adviser (RIA).   

PSNC 2013: Build or Buy?

When it comes to asset-allocation funds, retirement plan sponsors can choose between off-the-shelf solutions and customized options.