Employees Banned from Trading Some Funds
A recent news report from Reuters revealed that T. Rowe Price Group Inc. permanently banned about 1,300 American Airlines employees from trading among its funds in their 401(k)...
Tag: Investing
Franklin Templeton Expands TDF Lineup
Franklin Templeton Investments introduced four new funds within the company’s retirement target-date fund (TDF) lineup.
Institutionalizing a DC Plan Improves Outcome
By institutionalizing their defined contribution (DC) plans, plan sponsors can give their participants better retirement outcomes, a paper contends.
Pension Funding Ratios Higher in 2Q13
Traditional U.S. corporate defined benefit plans ended the second quarter with 4% to 6% higher funding ratios, according to Legal...
research
2013 DCIO Survey
When it comes to DCIO providers, investment performance is not the only aspect to consider
How Did Affluent Investors Do on Investment Test?
Just 11% of investors scored an “A” on an eight-question investment literacy quiz given by John Hancock.
Mercer Advisors Expands Trust Offerings
National Advisors Trust will provide trust and trustee services to clients of Mercer Advisors, a wealth management firm and registered investment adviser (RIA).
Russell Appoints Global CIO
Global asset manager Russell Investments appointed Jeff Hussey as global chief investment officer (CIO).
Hedging Appropriate as Dollar Strengthens
According to Mellon Capital Management, U.S.-based investors with international portfolios may want to consider the merits of hedging.
Outsourced CIO Model Beneficial to Nonprofits
Outsourcing of investment management is a growing trend among institutional investors.
SVIA Releases Glossary for Stable Value Investments
The Stable Value Investment Association (SVIA) has released a glossary for stable value investment options.
Individuals Fear Investing, Financial Planning
Sixty-two percent of respondents to a recent survey said they are afraid of investing in the stock market.
Invesco Fund Now Approved as QDIA
The Invesco Equity and Income Fund has been approved as a qualified default investment alternative (QDIA).
PSNC 2013: Build or Buy?
When it comes to asset-allocation funds, retirement plan sponsors can choose between off-the-shelf solutions and customized options.
Simplicity of TDFs Has Eroded
A shift in focus for target-date funds (TDFs) has created more work for plan sponsors.
Prudential, ASPire Team up on Stable Value Offering
July 16, 2013 (PLANSPONSOR.com) – Prudential Retirement has partnered with ASPire Financial to make Prudential's stable value product available to more school districts that use ASPire as recordkeeper.
Reliance Trust Acquires Florida Bank and Trust
Reliance Trust Company acquired the trust and asset management business of Grand Bank and Trust of Florida, headquartered in West Palm Beach, Florida, effective July 31.
Investment Menu Simplification on Sponsors' To-Do Lists
More retirement plan sponsors are looking to simplify their plans' investment menus.
Hartford Investment Management Announces Hires
Hartford Investment Management Company (HIMCO) hired two institutional sales representatives and a consultant relations head.