Tag: Practice management

Funding levels of pension plans sponsored by S&P 1500 companies continued a strong rebound in 2013, according to consulting firm Mercer.

A coalition of organizations urged Mary Jo White, chairman of the Securities and Exchange Commission (SEC), to establish a uniform fiduciary standard for broker/dealers and advisers.

As the retirement security of having a defined benefit (DB) plan has become a thing of the past, the role of the plan sponsor has also changed.

Pershing allowed a peek at mobile solution NetX360 iPad and iPhone apps at the INSITE conference in Hollywood, Florida.

Plan sponsors should consider using alternative investment structures for better risk balance and the reducing of volatility experienced by retirement plan participant, a paper said.

Long-term care needs and how they fit into financial and estate planning are examined in “The Advisor’s Guide to Long-Term Care.”

After a pessimistic April, advisers showed more inclination to think positively about the economy and markets, according to WealthManagement.com’s Advisor Confidence Index.

A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.

The funded status of U.S. corporate pension plans increased during May, according to the BNY Mellon Investment Strategy and Solutions Group (ISSG).

Ann Schleck & Co. and ShoeFitts Marketing have teamed up to offer Voilá, a marketing and branding program for retirement plan advisers.

Farmers National Banc Corp. has agreed to acquire the retirement planning consultancy National Associates Inc. (NAI).

The acquisition of Citigroup Trust-Delaware N.A. by Reliance Financial Corporation was completed, and the new company is Reliance Trust Company of Delaware.

Marathon Retirement & Pension Consulting LLC (Marathon RPC) announced its entry into the small and mid-size retirement plan market.

PlanServe Data Systems and Milliman Inc. have collaborated to deliver retirement plan account information via mobile applications.

The number of Americans reaching age 65 each year will continue to grow beyond the Baby Boomers, according to a trend analysis from LIMRA.

When constructing a glide path for target-date funds (TDFs), the main objective should not just be about choosing the proper mix of equities and fixed income.

The Prudent Practices and Prudent Practices for Investment Fiduciaries handbook series were updated by fi360 to keep current on fiduciary guidance for investment professionals.  

ADP released the ADP Plan Health Review, a tool to help plan sponsors measure the retirement readiness of their employees.

Wilshire Consulting has added actuarial services to complement its investment advisory and outsourcing business.

While people are optimistic and confident in numerous areas, a survey found concern, worry and a sense of unpreparedness on several financial fronts.