Tag: Practice management

Only 56% of employees eligible to participate in the annual benefits enrollment period are confident about their decision-making, and many keep the same choices.

Employee stock ownership plan (ESOP) companies saw an economic upturn in 2011, with continued increased share value, support among company leaders and better productivity.

 The U.S. retirement income system advanced from 10th last year to 9th in the 2012 Melbourne Mercer Global Pension Index.   

High-net-worth younger investors, or accumulators, could be a key market for advisers, according to a study by the research firm Hearts & Wallets.

Plan sponsors and fiduciaries can learn from federal court findings in Tussey v. ABB Inc., and should avoid overly detailed investment policy statements (IPS), a white paper asserted.

Jaron Havens has been appointed manager at Baden Retirement Plan Services, an Acensus company.

Kodak and its Official Committee of Retirees have agreed on a proposal to terminate retiree health care and survivor benefits, or other post-employment benefits (OPEB).

 Nationwide Financial is integrating its alternative and fee-based annuity solutions into the company’s traditional product offerings.   

Investors added $16.5 billion to long-term open-end funds in September, according to Morningstar Inc.

Friends Fiduciary Corporation (FFC), which manages assets for U.S. Quakers, has divested from three companies because of concerns about ties with the Israeli military.

Transition Boomers—those less than 10 years from retirement—agree that rising health care costs will have the greatest effect on their retirement outlook.

A white paper from Rocaton Investment Advisors suggests market conditions combined with recently passed pension funding relief justifies a new look at liability-driven investment (LDI) strategies.

Most advisers believe the American Dream is alive, but that Millennials will have a harder time attaining the economic status of their parents, a study found.

Principal Financial Group is offering a suite of separate accounts designed to help defined benefit (DB) plans of all sizes implement a liability-driven investing (LDI) strategy.

Baby Boomer women are more uncomfortable, worried or concerned than Boomer men about their current and future financial situation, according to AARP.

Castle Rock Investment Company rolled out the Fee Disclosure Review Service to assist plan sponsors with 408(b)(2) compliance.

Sixty percent of workers surveyed now consider the workplace a “very important source” for their personal insurance and savings products.

John Hancock made available its recently renamed Retirement Choices At series of target-date funds (TDFs) in the investment-only marketplace to plan sponsors.

Independent broker/dealer Securities America has designated October “Continuity Planning Month” to address the gap in understanding of the difference between continuity plans and succession plans.

More than 62% of Baby Boomers plan to remain in the state they live in upon retirement, according to a PluteGroup study.