News

Arthur Georgantas joined New York Life Retirement Plan Services as vice president and senior relationship manager in the Taft-Hartley market.

Thomas Idzorek was promoted to president of Morningstar’s Global Investment Management Division. 

Health care spending in the U.S. is expected to grow at a historically low rate of 7.5% next year.

The AlphaClone Alternative Alpha ETF (exchange-traded fund) aims to include exposure to alpha-generating equity positions, Exchange Traded Concepts LLC said.   

 How overwhelmed are you by too many passwords? Creating passwords with ever-higher standards of authentication?   

Matthew Haerr, Christine Soscia, Amir Arbabi, Peter Littlejohn and William Brown were hired as retirement plan consultants by LPL Financial LLC and Retirement Benefits Group.  

Plan fees account for nearly one-third of an investor’s potential returns, a paper found.

The publisher of the websites myStockOptions.com and myNQDC.com expanded its continuing education offerings for retirement planning professionals.     

ETF Portfolio Partners Inc., an advisory firm that manages portfolios of exchanged-traded funds (ETFs), hired David A. Vaughn as a senior investment adviser.   

J.P. Morgan Asset Management introduced a tool to help retirement plan advisers facilitate conversations with plan sponsors about 401(k) plan design.

Multiple Employer Plans (MEPs) bring expert fiduciary governance and economies of scale to retirement plans of all types and sizes.

The institutional investor mindset toward real assets is shifting significantly, according to research.

Morningstar expanded and standardized its managed product databases to help retirement plan advisers and sponsors comply with new participant fee disclosure requirements.

Palmer Square Capital Management LLC unveiled the Palmer Square SSI Alternative Income Fund, which seeks absolute returns and a steady income stream.

 Financial advisers and institutional investors continue to use alternative investments, but the growth of their use has begun to slow. 

The SPARK Institute created an Investment Provider Information Form for Multivendor 403(b) Plan Participant Disclosure.

Designing an employee benefits package to attract and retain people who drive profits makes sense, according to Bob Westbrook, financial planner at Strategic Wealth Associates.

TD Ameritrade Institutional created a marketing toolkit for independent registered investment advisers (RIAs) to outline the benefits of working with a fiduciary adviser.

American Beacon Advisors launched American Beacon The London Company Income Equity Fund to focus on dividend income and capital appreciation.

 Increasing 401(k) plan participation rates is high on many companies’ priority lists, but what are the most effective tactics?