Tag: Practice management

Pentegra Retirement Services’ retirement plan products have been selected for members of the Independent Bankers Association of New York State (IBANYS).

The Securities and Exchange Commission (SEC) has completed a study about investors mandated by the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act.

Raymond James Financial Inc. is offering advisers Goal Planning & Monitoring (GPM), a financial planning software solution powered by MoneyGuidePro.

Working to age 70 will not guarantee adequate income in retirement for many, according to research from the Employee Benefit Research Institute (EBRI).

The Center for Fiduciary Excellence (CEFEX) has rolled out a service to help plan sponsors mitigate the risk associated with the selection of service providers.

Workers value their employer-provided health and retirement benefits, but the tax incentives that support these benefits are being scrutinized.

Arnerich Massena has published a white paper, “A Field Guide to Exchange-Traded Products.”

Financial Telesis Inc. expanded its advisory team with the addition of ABD Retirement Services, a division of ABD Insurance and Financial Services.

Morningstar Inc. launched Morningstar Markets Commodities Edition, a platform for trading desks and risk managers with real-time and historical commodity and energy market data.

Minnesota-based OutsourceOne has partnered with Certifi Inc., a software and services company, to provide automated employee benefits data auditing services to employers.

One in five defined contribution (DC) participants surveyed by LIMRA said they rarely or never read retirement plan disclosures.

As investors struggle with low interest rates, some are looking for strategies to achieve high-yield corporate credit returns without the volatility associated with the asset class.  

Retirement Benefit Solutions LLC offers a defined benefit (DB) pension funding methodology to assist pensions through the creation of a new life insurance asset class. 

Now seems like a popular time for lump sums, but according to a white paper from Goldman Sachs Asset Management, there is no one-size-fits-all de-risking strategy.

The overall financial health of U.S. corporate defined benefit (DB) pension plans declined in 2011, and 2012 looks challenging as well, according to analysis by Mercer.

Average net transfer activity remained very low among defined contribution (DC) plan participants in July.

The professional retirement plan adviser profession will be fundamentally transformed during the next three years, according to a study from Diversified.

The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, has formed The Plan Sponsor University (TPSU). 

A growing number of employers are providing their employees with 401(k) plan features to help drive positive plan participation and encourage savings.

Gary D. Black joined Calamos Investments as global co-chief investment officer and a member of the firm’s investment committee.