Tag: Practice management

More than half of employers surveyed (55.6%) report that the effectiveness of their benefits communication efforts has improved during the last three years.

Securian has added a QR (quick response) code to retirement plan participants’ quarterly account statements and envelopes.

Memo to airport and airline execs: Business travelers want mobile app notification, reliable WiFi and self-service boarding options.

 The Value Line Asset Allocation Fund (VLAAX) has been added to the Schwab Mutual Fund OneSource Select List.   

Wells Fargo Retirement announced enhancements to its service that measures the effectiveness of employer-sponsored retirement plans.

Custodia Financial launched Protect My 401(k) Loan, a campaign to raise awareness of 401(k) involuntary loan defaults, and introduce a solution.

Some defined contribution participants rely on simple math when deciding how to allocate their plan investments, research indicates.

 The average contribution to Fidelity Individual Retirement Accounts (IRAs) hit $3,930 in tax year 2011, up nearly 15% from 2007.   

The financial services provider Securian enhanced its Book of Business tool to allow advisers to see their Securian accounts from a number of angles.

Fiduciary Benchmarks (FBi) will provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to ExpertPlan’s 16,000-plus clients.

Plan sponsors are preparing for the first participant fee disclosures to be issued by August 30.

Determining cash flow and examining fixed expenses are crucial in achieving retirement readiness, according to financial advisory firm’s “90/70/30” Rule.”

Long-term mutual fund flows were $24.6 billion in July, following just $10.8 billion in June.

U.S. corporate multiemployer pension plan (MEPP) obligations represent a drain on cash flow, particularly for the U.S. supermarket sector, according to a Fitch Ratings report.

Employers continue to spend too little time and fewer resources for helping employees understand their employee benefits, a survey from Unum shows.

Sentinel Benefits & Financial Group (SBFG) released a mobile application that enables employees to verify their retirement plan and reimbursement account balances.

Enhancements to TD Ameritrade Institutional’s rebalancing software allow advisers to submit trades from iRebal directly to Veo, saving time and reducing risk.  

Other factors are more important to defined contribution (DC) plan success than fund performance, according to research from Putnam Institute.

Financial advisers consider addressing the issue of Social Security with their clients to be a central and important task, a recent analysis finds.

The search for safety led to bond fund demand across a spectrum of corporate and U.S. government funds, high and low credit quality, and global bond strategies.