Tag: Practice management

Prudential Retirement has joined the annual America Saves Week campaign to encourage Americans to make a commitment to increase savings...

State Street Global Advisors (SSgA) introduced the SPDR Russell 2000 Low Volatility ETF (SMLV) and the SPDR Russell 1000 Low Volatility ETF (LGLV).

ING U.S. has expanded its suite of retirement saving, planning and education resources with a new Web-based financial benchmarking tool.

Some executives dreaming of their golden years are unsure when those years will actually start, a survey found.

ERISA (Employee Retirement Income Security Act) 3(21) and 3(38) fiduciary services have been added by July Business Services for qualified retirement plan sponsors.  

Strategic Benefits Services (SBS) is expanding to include clients throughout the New England Region.

Institutional investors should have one eye on the opportunities from an economic recovery, and the other on managing the substantial risks that remain, says Mercer.

 Morgan Stanley has joined Great-West Retirement Services’ (GWRS) distribution channel.   

Tax changes from the fiscal cliff deal are prompting investors to ask questions about the drag higher rates could have on portfolio returns in 2013.

Pressure to support adult children and/or aging parents has some Baby Boomers struggling to afford their own retirement, a survey shows.

Retirement Plan Consultants (RPC) has implemented SunGard’s Relius Administration plan administration and recordkeeping solution.

The 7th Annual America Saves Week is February 25 through March 2.

Defined contribution (DC) plan participants’ daily transfer volume in January was far above recent trends, according to Aon Hewitt 401(k) Index.

Married individuals are more likely than singles to have retirement savings and are also more confident in their retirement outlook.

The ripest sales opportunities for advisers may be men and women, age 35 to 64, with incomes of $150,000 to $249,000, according to Nationwide Financial.

The youngest and oldest working-age adults are the most confident in their ability to retire and maintain current lifestyle, a survey found.

Praxis Fiduciary Advisors LLC in Carmel, Indiana, changed its name to ProCourse Fiduciary Advisors LLC.

Reliance Trust Co. added Robert Thomann and David H. Williams to its Retirement Strategies group.

A growing number of small and midsized U.S. institutions are considering outsourcing discretionary control of part or all of their investment portfolios, a report asserts.