Tag: Practice management

One in five defined contribution (DC) participants surveyed by LIMRA said they rarely or never read retirement plan disclosures.

As investors struggle with low interest rates, some are looking for strategies to achieve high-yield corporate credit returns without the volatility associated with the asset class.  

Retirement Benefit Solutions LLC offers a defined benefit (DB) pension funding methodology to assist pensions through the creation of a new life insurance asset class. 

Now seems like a popular time for lump sums, but according to a white paper from Goldman Sachs Asset Management, there is no one-size-fits-all de-risking strategy.

The overall financial health of U.S. corporate defined benefit (DB) pension plans declined in 2011, and 2012 looks challenging as well, according to analysis by Mercer.

Average net transfer activity remained very low among defined contribution (DC) plan participants in July.

The professional retirement plan adviser profession will be fundamentally transformed during the next three years, according to a study from Diversified.

The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, has formed The Plan Sponsor University (TPSU). 

A growing number of employers are providing their employees with 401(k) plan features to help drive positive plan participation and encourage savings.

Gary D. Black joined Calamos Investments as global co-chief investment officer and a member of the firm’s investment committee.

Wells Fargo Retirement has seen a 10% year-on-year uptick in the number of loans.

LiveWell Models, a series of risk-based asset class model portfolios created for the LiveWell Retirement Series, were introduced by Sammons Retirement Solutions Inc.

Goldman Sachs Asset Management LP (GSAM) has repositioned the Goldman Sachs Balanced Fund as the Goldman Sachs Income Builder Fund (Class A Shares: GSBFX).

Mary Schapiro, chairman of the Securities and Exchange Commission (SEC), said Wednesday the commission called off a vote to reform the structure of money market funds.

Participants who choose their own investment options are generally exposed to greater risk than target-date fund (TDF) investors, according to research from Principal Financial Group.

What do crash test dummies talk about when they’re not crash-testing vehicles? Apparently they share tips on saving for a secure retirement.

ING U.S. Investment Management introduced a customizable liability-driven investing (LDI) collective trust solution to assist plan sponsors with matching assets to future benefit payments.

SCI Companies enhanced its 401(k) solutions in an effort to increase participation rates for its clients.

Ron Rhoades, the chair-elect for the National Association of Personal Financial Advisors (NAPFA) for 2012-13, announced he would resign.

Russell Investments has seen a marked uptick in interest in investment outsourcing from larger corporate defined benefit (DB) plans.