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Deals and PeopleNovember 17, 2017

Retirement Industry People Moves

Industry veteran joins Meeder as SVP; PGIM appoints chief marketing officer to drive global expansion; FS Investments hires national sales manager to oversee sales professionals; and more.

Client ServiceNovember 17, 2017

Will Open MEPs Soon Have Their Day?

The executive director of the Aspen Institute Financial Security Program, reflecting on a recent summit of government and industry leaders, suggests the stars may finally be coming into line for open multiple employer plans. 


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The 2017 PLANADVISER Retirement Plan Adviser Survey, our 11th, re-examines the factors that advisers consider when selecting these key providers, and details the companies they prefer. The next issue of PLANADVISER will include the second part of the survey, “Practice Benchmarking,” which delves into how advisers structure and run their practice.

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inside the magazine September-October 2017

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ProductsNovember 16, 2017

Investment Products and Services Launches

Clearwater Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest Indexes Tracking REITs; American Century Joins List of Firms Licensing Precidian ETF Tool; and more. 

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InvestingNovember 14, 2017

More Institutional Investors Seeking OCIOs

OCIOs are gaining momentum with health and hospital systems, defined contribution (DC) plans, public defined benefits (DB) plans, family offices, and sovereign wealth funds, as institutions face myriad investment-related, operational, and regulatory challenges, Cerulli Associates says.

Deals and PeopleNovember 10, 2017

Retirement Industry People Moves

Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research Group; Recordkeeping and Consulting Firm Joins ABG 

InvestingNovember 09, 2017

Church Pension Group Argues DB Bests DC

The group also says the primary motivation of most corporations in eliminating defined benefit plans has been to improve both the level and predictability of their quarterly earnings; it has not been to provide a superior benefit to their employees.

ComplianceNovember 06, 2017

SEC and DOL Face Hurdles in Fiduciary Collaboration

When it comes to the possibility of a uniform advice standard for advisers and brokers coming from the SEC, one attorney argues “things are still very much in a wait-and-see mode,” despite increased chatter among lobbying organizations about the possibility.