News

Morningstar Inc. has added a new asset allocation and forecasting functionality to Morningstar Direct, a Web-based global investment analysis platform for institutional investors.

UBS Global Asset Management has hired Louis Finney as Executive Director and Senior Strategist, Global Investment Solutions. 

Old Mutual Asset Management (OMAM) has named Michael Raso Senior Vice President and Director of Institutional Retirement. 

TIAA-CREF has partnered with Emeriti Retirement Health Solutions to help individuals save adequately to cover health care needs in retirement.

Deciding what investments should be included in a retirement plan’s menu and monitoring those investments is a huge amount of risk and liability for just one person; plan...

You may have missed it, but there was a bit of a “dust up” in our industry last week. 

Senator Tom Harkin (D-Iowa), Chairman of the Senate Health, Education, Labor and Pensions Committee, will convene a hearing on July 12 at 2:30 p.m. to examine the role...

At the PLANSPONSOR National Conference, a panel discussed the challenges facing smaller (less than $10 million in assets) employer-sponsored retirement plans. 

Symetra Life Insurance Company has hired three regional sales leaders: Christopher Koettker, Andrew McMillan, and Steve Mezei. 

Wells Fargo Insurance Services announced the acquisition of EDIFY, LLC, an employee benefits consulting firm based in Fort Lauderdale, Florida.

Stock and bond funds experienced net inflows of $12.4 billion in May, according to Financial Research Corporation (FRC).

Effective methods for determining and benchmarking retirement readiness for plan sponsor clients. 

Panelists at the recent PLANSPONSOR National Conference all agreed that before doing a search for a new retirement plan provider, sponsors need to clearly define their goals.

Since the market downturn of 2008, there has been increasing debate on whether target-date funds (TDFs) should take retirement plan participants “to” retirement or “through” retirement.

A growing number of plan advisers are entering the non-qualified deferred compensation (NQDC) marketplace.

Principal Global Investors, LLC made a definitive agreement to acquire a 74% stake in Origin Asset Management, LLP for approximately $66 million.

Callan’s 2011 Target Date Fund Survey found that target-date funds (TDFs) continue to evolve as managers evaluate their glidepaths and the use of underlying funds.

U.S. REITs continued to outperform the broader equity market in the second quarter and the first half of 2011, according to the National Association of Real Estate Investment...

Echo Point Investment Management has appointed Howard Hassen as Consultant Relations Specialist.

Great-West Retirement Services announced that Mark Berman will join the firm as regional sales director for its Great Lakes market.