Tag: Investing

The number of offerings in MetLife’s PlanSmart financial education program, a workplace-based series of financial education and planning workshops, has been expanded.

The Principal has introduced a training program and resources to help advisers tap the business-owner market via employee stock ownership plans (ESOPs).

A new iPad application gives financial advisers registered with Symmetry Partners LLC mobile access to sales and marketing tools.

October’s $45 billion funded status decline pushed pension deficit to $498 billion, according to Milliman’s Pension Funding Index.

Northern Trust added solutions for institutional investors seeking socially responsible investing options. 

Retirement plan sponsors should consider a broader approach to their defined contribution (DC) plan investment menus, a paper suggests.

J.P. Morgan launched a target-date fund series, JPMorgan SmartRetirement Blend Funds.

A growing number of financial advisers are embracing social media to acquire and service clients, but perceive the return on investment as mediocre, a survey found.

Russell Investments recently redesigned its Russell LifePoints Institutional Target Date Fund (TDF) suite to offer both active and passive investment options, plus real assets.

 Forward Management LLC has formed the Asymmetry global health care team.  

 The Aon Hewitt 401(k) Index pointed to continued participant uncertainty in September as daily transfer volumes remained significantly low compared with historical levels.  

 While more than half of plan sponsors offer target-date funds (TDFs) in defined contribution (DC) plans, only half of them use TDFs as the default.  

 AllianceBernstein has found that whether plan participants consider themselves “active” or “accidental” investors, they give target-date funds (TDFs) praise.   

High-net-worth younger investors, or accumulators, could be a key market for advisers, according to a study by the research firm Hearts & Wallets.

Plan sponsors and fiduciaries can learn from federal court findings in Tussey v. ABB Inc., and should avoid overly detailed investment policy statements (IPS), a white paper asserted.

Alternatives are increasingly being used across defined contribution (DC) plans as a risk-management strategy.

Friends Fiduciary Corporation (FFC), which manages assets for U.S. Quakers, has divested from three companies because of concerns about ties with the Israeli military.

More companies and participants are putting money into their plans, and at higher rates than in previous years, Plan Sponsor Council of America(PSCA) found.

John Hancock made available its recently renamed Retirement Choices At series of target-date funds (TDFs) in the investment-only marketplace to plan sponsors.

 High-net-worth investors anticipate tax increases next year and are scouting a variety of opportunities for returns, according to a Fidelity survey.