Practice Development
Guiding Your Business’s Growth
What’s important to consider when you want to add more staff
Tag: Plan Admin
What to Discuss with DB Clients in 2016
Mercer has outlined key investment issues it says DB plan sponsors should focus on in the new year.
Where Pension Plans Parked Assets in 2014
Fortune 1000 companies with frozen pension plans went conservative in 2014, while open plans took a bit more risk.
On the Minds of Advisers in Natixis Survey
Advisers weigh in on market volatility, a possible rate hike by the Fed, the increasing rise of robo-advice and the dumb things investors do.
New SageView Office Opens in Colorado
This launch represents the fourth new location for SageView this year.
Stadion Expands Its Sales Team
The money manager adds four vice presidents in key territories.
PSNC 2015: Designing Plans for Optimal Outcomes
What’s your definition of an optimal plan outcome?
TRA Debuts All-Platform-Friendly Website
Through responsive Web design, the TRA website delivers full functionality and content across multiple devices.
New Retirement Plan Program Targets Not-for-Profits
A workplace solution from Transamerica and Merrill Lynch expands offerings for 403(b) clients.
Still Hope for In-Plan Lifetime Income Options
Hueler Income Solutions offers DC plan participants an out-of-plan lifetime income solution, but the Hueler Companies CEO says providers are making progress on being able to offer in-plan...
Empower Launches Research Unit
Empower introduced the Empower Institute to provide research and discussion about a range of critical issues and challenges related to retirement savings, guaranteed income and investing.
DST and Kasina Outline Acquisition Deal
DST Systems, a provider of strategically unified data management, business processing, and customer communication tools, says it has acquired Kasina LLC, a strategic advisory firm to the asset...
PSCA Appoints Executive Director
Nonprofit trade association PSCA has named Tony Verheyen as executive director, following the resignation of Bob Benish.
Feeling Financially Fit, Americans Say They’re Ready to Save
Paying down debt is top financial priority for American workers, followed by saving for retirement, according to a Principal Financial survey.
Pentegra Retirement Names Regional Director
Jeffrey Johnson has joined Pentegra Retirement Services as a regional director for Pentegra’s qualified plan sales.
LPL Financial Launches Worksite App
LPL Financial unveiled a new Worksite Financial Solutions mobile application (app) that extends retirement plan participant and sponsor services provided through the firm’s desktop platform.
Voya Shifts Retirement Business Leadership
Voya Financial Chairman and CEO Rodney Martin Jr. has taken over direct leadership of the company’s retirement solutions business.
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2014 PLANSPONSOR Retirement Plan Adviser of the Year
The 2014 PLANSPONSOR Retirement Plan Adviser of the Year winners—in the individual, team and multioffice team categories—stand out for their overriding concerns for plan sponsor clients and participants,...