Tag: Practice management

Mutual of Omaha’s Retirement Plans Division named Diane Kolvek and J. Michael Peddicord as regional sales directors, and Robert Nourse as national accounts channel manager. 

Advent Software Inc. will collaborate with Data Agent LLC to provide tools to help hedge funds and hedge fund administrators meet Form PF reporting requirements.

Through its new ETF family, Huntington Strategy Shares, Huntington Asset Advisors Inc. released a second actively managed exchange-traded fund (ETF).

Only about one in six people (16%) worldwide is confident their current savings are sufficient to cover financial needs after retirement, a survey found.

Vanguard is expected to offer the Vanguard Short-Term Inflation-Protected Securities Index Fund in the fourth quarter.

 Mercer's Outsourcing business selected Millennium Trust Co. as the exclusive provider for its clients' automatic IRA distribution needs.   

Matrix Financial Solutions updated its Matrix RetireTool(k)it.

Financial advisers are more likely to recommend emerging markets and dividend-producing equities, given the current low-yield environment, a survey found.

 South Carolina chose Columbia Management to be the program manager of its college savings plan. 

FINRA’s proposed fee hikes for new applications and branch office registrations would force many independent broker/dealers (IDBs) out of business, the Financial Services Institute (FSI) said.

A program designed to help retirement plan advisers demonstrate their value and build stronger client relationships was launched by John Hancock Funds.  

A report from S&P Dow Jones Indices reveals record pension and other post-employment benefits (OPEB) underfunding for the S&P 500 companies.

A majority of large U.S. corporate pension plans are underfunded, with future contributions a material expense for many over the coming years, according Fitch Ratings.

Achaean Financial said that Shlomo Benartzi, an authority on behavioral finance, has agreed to serve as the firm’s first academic adviser.

Kravitz’ 2012 National Cash Balance Research Report indicates a 21% annual increase in new cash balance plans, almost double the previous year's 11% growth rate.

Risk parity is used by defined benefit plans to protect against downside risk, but “there’s no reason DC sponsors shouldn’t use it,” Invesco noted.

The mutual funds of Sentinel Investments have been added to the CPI Qualified Plan Consultants retirement plan platform.

Standard & Poor’s designed its new Target Date Style Index Series to help plan sponsors with comparisons for “to”...

Practice management seminars and informational materials are among the supports The Hartford rolled out for advisers to explain 401(k)...

 Cheryl Courtney was named regional vice president of the western territory for Ascensus, a provider of retirement plan solutions.