Tag: Practice management

The search for safety led to bond fund demand across a spectrum of corporate and U.S. government funds, high and low credit quality, and global bond strategies.

Although plan sponsors are reluctant to completely overhaul their plans, evolving defined contribution (DC) plans are creating challenges and opportunities for advisers, a report found.

A study of the large and mega defined contribution (DC) plan marketplace projects assets of custom target-date funds (TDFs) will reach $218 billion by 2016.

Large defined contribution (DC) plans with more than $5 billion in assets are likelier to stay with a recordkeeper for at least seven years, a report found.

Amy W. Eddy and Matthew J. Jackson have joined Fort Washington Investment Advisors’ high-yield fixed income team.  

A mobile application for corporate executives participating in deferred compensation programs was released by NFP Executive Benefits.  

 A registration maintenance service for compliant document management was rolled out by RIA in a Box, a provider of registration and compliance consulting services.   

Retirement planning is an increasing focus for employees, according to a report.

A LIMRA study of annuity buyers found the top reason consumers gave for buying their annuity is to supplement their Social Security or pension income.

 The Institutional Retirement Income Council (IRIC) has appointed Jeff Eng, director of retirement income solutions at Russell Investments, to its group of retirement plan advisers.     

 Roughly half of all U.S. households that control more than a third of U.S. financial assets are attracted to lifetime-guaranteed income—even if returns are low.   

New York Life Retirement Plan Services has enhanced its Client Access website, with upgrades to plan participation and contribution dashboards for each plan sponsor.

An analysis from the Social Security Administration (SSA) shows how income replacement in retirement decreases over time.

Baby Boomer voters, ages 50 to 64, who are still working are pessimistic about retirement, an AARP survey found.

Proprietary environmental, social and governance (ESG) ratings from Mercer will be included in client reports related to manager searches and performance.  

An additional 21 investment options from Securian Retirement offer diversity to advisers looking for more choices for retirement plan clients. 

Commonwealth Financial Network, a privately held independent broker/dealer, revamped its public-facing website at www.commonwealth.com.

A true understanding of longevity risk is the needed catalyst for U.S. corporate pension plans to more actively adopt de-risking strategies, according to Prudential.

Reporting capabilities for Form PF were added to the alternatives product suite of services for J.P. Morgan Worldwide Securities Services.

Russell Investments unveiled a series of six target-duration liability-driven investing (LDI) commingled trust funds.