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QDIA Essentials
PLANSPONSOR’s National Conference earlier this summer featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics.
CPI Adds Retirement Plan Consultant for Denver
CPI Qualified Plan Consultants, Inc. announced that David Jurczak has accepted the position of retirement plan consultant for Denver, Colorado.
Kim Adds CIO to his List of Titles
New York Life Insurance Company announced that Executive Vice President John Y. Kim, 49, will add the Chief Investment Officer post to his other duties at the end...
Auto-IRA Bill Introduced to Spur Retirement Savings
U.S. Senator Jeff Bingaman (D-New Mexico) has introduced legislation that, when fully phased in, would give nearly 42 million Americans an “easy, effective way to take responsibility...
Survey Finds Americans Wishing for Traditional Retirement System
In a new survey, Ipsos found half of respondents wish they had a pension.
BNY Mellon Announces New CEO of Asset Management
Curtis Arledge will be joining BNY Mellon as vice chairman of the corporation and chief executive officer of BNY Mellon Asset Management.
Janney Names Director Institutional Equity Sales
Janney Capital Markets has named Jennifer Feeley, Director, Institutional Equity Sales.
Gorton Comes Onboard at WTRIS
Wilmington Trust has hired Benjamin D. Gorton to help lead business development initiatives at Wilmington Trust Retirement and Institutional Services Company (WTRIS).
Doll Says No Boom but Better Investing Conditions in Next Decade
The investing environment for the next 10 years won’t match the boom conditions of the 1980s and 1990s, but will be much better than that of the decade...
Greenwich Investment Management Gets New President
Greenwich Investment Management, Registered Investment Advisors, announced that Lawrence W. Doyle has been appointed President and Chief Operating Officer.
Women More Optimistic about Financial Future
A new nationwide survey issued by Citi shows there is a widening divide between men’s and women’s outlook for the economy and their own financial situations.
IBERIABANK Launches IBERIA Wealth Advisors
The launch of IBERIA Wealth Advisors was announced by IBERIABANK, a subsidiary of IBERIABANK Corporation.
dean's list
Live Long and Prosper
I’ve been a huge “Star Trek” fan for most of my life.n a huge “Star Trek” fan for most of my life.
Bill Barnes Joins Neuberger Berman in Public Funds Role
Neuberger Berman has named William H. Barnes as a senior vice president in institutional distribution focused on public funds.
Poll Shows Support for Income Guarantees in 401(k)s
A new survey indicates three-out-of-four (77%) U.S. adults support the concept of modifying the 401(k) retirement plan system to specify that employer contributions be used to provide a...