Tag: Practice management

The Guardian Insurance & Annuity Co. Inc. is hosting a 401(k) summit focused on the micro- and small-plan markets.

The downward trend in average expense ratios paid by investors in mutual funds continued during 2012, says a report from the Investment Company Institute (ICI).

A provision in President Obama’s Fiscal Year 2014 budget that pertains to employee stock ownership plans (ESOPs) could result in a disincentive for offering the plans.

Investment managers grew more optimistic about the U.S. economy in the first quarter of 2013, according to a survey from Northern Trust.

The economic outlook is better than investors might think, according to OppenheimerFunds.

Published reports indicate President Obama’s 2014 budget proposal will include a cap on retirement savings.

Baby Boomers close to retirement prefer protection of their retirement savings over a risky return, a survey by Allianz Life Insurance Company of North America found.

When making a decision about plan assets, nearly half of retirees and pre-retirees (41%) consult a financial adviser, research found.

Vanguard has expanded the availability of its low-cost 401(k) plan service for small to midsize businesses to plan sponsors that work with third-party plan administrators (TPAs).

Mercer has released a list of six tips for plan sponsors that are considering a participant cash-out program for their defined benefit (DB) plans.

With the right combination of plan design and automated program features, retirement plan effectiveness can often be improved within reasonable budget levels, a paper asserts.

Though a worthy idea, the target-date (TD) fund concept appears to have been implemented hastily and poorly, a paper asserts.

Baby Boomers’ confidence in doing a good job preparing financially for retirement has declined.

The Mariner Incubation Fund will be managed by Eric Pellicciaro, who joined Mariner Investment Group from BlackRock.

A registered independent adviser (RIA), Independent Financial Advisors of Riverside, California, is Beacon Pointe’s latest deal.

A registered investment advisory, ACI Capital Group LLC, was formally dissolved Friday.

It is increasingly being used as a business tool, but users can run into compliance issues on social media when they tweet or post an update.

MFS Investment Management has rolled out Class R5 shares, offering a lower-cost investment for advisers and plan sponsors.

U.S. investors said they have just 11% on average of their income-producing assets invested internationally.

Employees want to understand their benefits better and employers could improve their benefits communications, a survey suggests.