MainStay Adds Two to DCIO Team
The investment firm is developing its DCIO consulting team.
News
Pensionmark Introduces Custom TDFs
The funds aim to provide returns in line with market indexes.
Addressing a Global Wave of Retirement Unreadiness
What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?
LifeLock Offers 401(k) Identity Protection
A new service scans for unauthorized withdrawals and transfers from 401(k) accounts.
Job Seekers Want a Retirement Plan
Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.
Institutions Not Prepared for Tail Risk
Though institutional investors expect a tail risk event, they lack the risk management strategies needed to prepare.
International Equity Posts Strong May Flows
Net inflows to stock and bond funds totaled $21.7 billion in May 2015, according to Strategic Insight.
Court Orders Trial to Determine Plan's Top Hat Status
Unresolved issues remain around the selectivity requirement for top hat plans.
Pentegra Welcomes New Regional Director
Laura Grassi joins Pentegra Retirement Services as regional director for qualified plan sales.
Social Security Quiz Stumps Most Americans
Few understand their eligibility, a MassMutual survey finds.
Trading Was Brisk in DC Accounts in May
More defined contribution plan participants made trades last month, according to Aon Hewitt.
Company Stock Outside the Qualified Plan
Can equity compensation help cut down on leakage from the retirement plan?
Towers Watson Says Managed Accounts a Better QDIA
These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
Business Leaders Warn of Fiduciary Rule Fallout
The U.S. Chamber of Commerce issued a report warning the fiduciary rulemaking effort could harm small business employees.
New SageView Office Opens in Colorado
This launch represents the fourth new location for SageView this year.
Economic Forces Shape the Retirement Landscape
Inconsistent data reflect the range of forces affecting households and business.
Behavioral Finance Q&A with Shachar Kariv – Part 2
In the second half of a conversation with PLANADVISER, U.C. Berkeley Economics Department Chair Shachar Kariv discusses the importance of defining and driving “financial rationality” among workplace savers.
Adviser Relationships Can Mean Rollover Opportunities
Plan participants who regularly work with a financial adviser are likelier to have discussed the pros and cons of a rollover.
Supreme Court Seeks Input About ERISA Lawsuit Venue
The U.S. Supreme Court has been asked to weigh in on whether a retirement plan may dictate the venue in which participant lawsuits are filed.
No Surprise—Fees Remain a Top Topic
The retirement plan industry shows little sign of dropping its focus on fees and lowering the cost of investing.