Desire for Human Adviser Still Strong
Amid the rise of automated solutions and tech-driven plans, people still want a human voice.
Tag: Outsourcing
Advisers’ Top Commodity May Be Peace of Mind
A study commissioned by Paychex shows process simplification and peace of mind are the leading factors driving small business owners to outsource employee benefit administration.
Public Pensions Ready for Help With Automation
Leaders of public pensions around the world agree that digital technology will improve participant services and administrative efficiency—and they want help with implementation.
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Standout Performance
If, in the annual review meeting, you aren’t highlighting all of the efforts you’ve made throughout the year to improve and...
Transamerica, Benefits Provider Partner on Multiple Employer Plan Service
The two companies will handle all of the plan administration.
Wurts & Associates Rebrands as Verus
Rebranded as Verus Advisory Inc. and Verus Investors LLC, the former Wurts & Associates is looking to double down on its investment research and consulting services.
practice management
Seeking Out New Talent
Recruiting Millennial grads is a practice management priority
Towers Watson Opens Investment Office With Three Hires
Jim Neill, Michael Dudkowski and Michael Patalsky join professional services firm Towers Watson from Wilshire Associates.
Getting the Best Service from an OCIO Provider
Trust, transparency and time are essential ingredients of the successful OCIO relationship, says Towers Watson in its annual Global Investment Matters publication.
Council Asks DOL to Reconsider Open MEPs
The 2014 ERISA Advisory Council made several recommendations to the Department of Labor (DOL) related to outsourcing employee benefit plan services.
Considerations for DB Investing in 2015
In 2015, the question for defined benefit plan sponsors and their advisers will not just be, “What will interest rates do?”
QBI Announces Fiduciary Service for Sponsors and Advisers
QBI, a provider of administration and consulting services for qualified retirement plans, launched a new service providing 3(16) fiduciary support to plan sponsors.
Emerging and Growing Trends in DC Plans
A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.
Sage and July Launch Cash Balance Plan Solution
Sage Advisory Services and July Business Services launched a full-service packaged solution for cash balance plans.
PANC 2014: Advisers and Defined Benefit Plans
The retirement planning industry has long been characterized by a shift from defined benefit (DB) to defined contribution (DC) plans, but advisers still face great opportunity in serving...
PRT Insights Can be Significant Value-Add
While it’s true that advisers are often hired to assist with defined contribution (DC) retirement plans, knowledge of defined benefit (DB) issues can still be a big value-add.
DC Plans Could Improve Compliance, Design Best Practices
A survey of sponsors of many different types of defined contribution (DC) retirement plans finds not all are following plan design and compliance best practices.
MassMutual, BlackRock Team Up on Managed Allocations Solution
MassMutual Retirement is partnering with BlackRock to introduce a customizable, lower-cost alternative to managed accounts for use in defined contribution (DC) retirement plans, called MassMutual Managed Allocations.
Manning & Napier Creates DCIO Distribution Team
Investment services provider Manning & Napier, Inc. has established a dedicated defined contribution investment only (DCIO) wholesaler team to help grow its presence in the expanding market segment.