Tag: Outsourcing

Michelle Borre and her team of investment analysts have moved within OppenheimerFunds to join the investment firm’s global multi-asset group (GMAG).

Ameritas Life Insurance Corp. has partnered with Mesirow Financial Investment Strategies to bring fiduciary partnership services to retirement plan clients.

Community Bank System, Inc., through its subsidiary Benefit Plans Administrative Services, Inc. (BPAS), reached an agreement to acquire an actuarial and consulting practice from EBS-RMSCO, Inc.

Financial services consultants expect 18.5% of assets under management in 2016 will come from outsourced chief investment officer (OCIO) engagements, up from 12% in 2012.

A new research paper shows that the impact of using a mark-to-market accounting method for valuing pension liabilities will have a negligible effect on companies.

The two firms are collaborating to provide retirement plan sponsors and advisers with third-party administrator (TPA) services.

The Dietrich Pension Risk Transfer (PRT) Index increased during September, growing from 94.77 to settle at 96.19 as of October 1, 2013.

Ary Rosenbaum, a New York ERISA attorney, introduced an independent Employee Retirement Income Security Act (ERISA) Section 3(16) fiduciary service.

A growing number of small and midsized U.S. institutions are considering outsourcing discretionary control of part or all of their investment portfolios, a report asserts.

A survey by Mercer found that 41% of organizations with assets below $500 million are considering investment outsourcing. 

Although advisers have a higher approval rating than recordkeeper relationship managers among mid-market plan sponsors, they have been struggling to keep pace in the small-market, according to Richard Schroder, President...

The site will help individuals and small businesses manage their of 401(k) retirement investment decisions.

Klein Decisions, a provider of Web-based software to assist with 401(k) investment decision-making, has expanded its “K4” suite of tools with a small-business platform.

An SEI Quick Poll reveals nonprofits are adding new asset classes to portfolios in an effort to protect themselves against ongoing investment volatility.

Great-West Retirement Services and John Hancock investment options will be added to American Pension Services' multiple-employer plan solution.

Two giants in the benefit consulting space have decided to join forces.  

The Retirement Plan Advisory Group, (RPAG) has rolled out a solution that it says could cut completion time on Requests for Proposal (RFPs) from several days...

Ronald O'Hanley, president and CEO of BNY Asset Management is moving on—and Fidelity Investments is restructuring.

Mercer has named Doug DeNigris as Taft-Hartley business leader for its U.S. outsourcing business, a new position.

Two providers have teamed up to offer a new 401(k) services.