Tag: Practice management

 Nationwide Financial is integrating its alternative and fee-based annuity solutions into the company’s traditional product offerings.   

Investors added $16.5 billion to long-term open-end funds in September, according to Morningstar Inc.

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.

Transition Boomers—those less than 10 years from retirement—agree that rising health care costs will have the greatest effect on their retirement outlook.

A white paper from Rocaton Investment Advisors suggests market conditions combined with recently passed pension funding relief justifies a new look at liability-driven investment (LDI) strategies.

Most advisers believe the American Dream is alive, but that Millennials will have a harder time attaining the economic status of their parents, a study found.

Principal Financial Group is offering a suite of separate accounts designed to help defined benefit (DB) plans of all sizes implement a liability-driven investing (LDI) strategy.

Baby Boomer women are more uncomfortable, worried or concerned than Boomer men about their current and future financial situation, according to AARP.

Castle Rock Investment Company rolled out the Fee Disclosure Review Service to assist plan sponsors with 408(b)(2) compliance.

Sixty percent of workers surveyed now consider the workplace a “very important source” for their personal insurance and savings products.

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

Independent broker/dealer Securities America has designated October “Continuity Planning Month” to address the gap in understanding of the difference between continuity plans and succession plans.

More than 62% of Baby Boomers plan to remain in the state they live in upon retirement, according to a PluteGroup study.

Multidiscipline practices (MDP) offer benefits to advisers and their clients, but face some unique obstacles, according to a study by NFP Advisor Services Group.

ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc., a retirement plan third-party administrator (TPA).

 Because multiple employer plans (MEPs) have been touted as a solution to expanding retirement plan coverage for Americans, the Government Accountability Office (GAO) explored this option. 

The number of Fortune 100 companies offering new salaried employees only a defined contribution (DC) plan rose in 2012, a Towers Watson survey found.

RetireReady, a customizable, turnkey participant education program to help independent advisers deliver value to retirement plan sponsor clients, was introduced by Commonwealth Financial Network.

 Employees are making some positive changes to their retirement planning, but poor money management skills and long-term economic challenges present major obstacles.   

According to BNY Mellon, the funded status of U.S. corporate pensions increased for the second straight month to 75%, the first two-month winning streak since February.