Tag: Plan Admin

Time and resource management were named as key challenges to participating in the multi-billion dollar micro- to small-plan retirement market, a survey found.

“Auto” plan features are on the rise.

Marathon Retirement & Pension Consulting LLC (Marathon RPC) announced its entry into the small and mid-size retirement plan market.

The relatively small percentage of women in the ranks of certified financial planners has spurred an initiative by Certified Financial Planner Board (CFP) of Standards Inc.

According to a study by Fidelity, advisers who moved to an independent model saw the greatest increase in compensation. 

Independent broker/dealers and RIAs continued outpacing wirehouse firms in long-term mutual fund asset growth in the first quarter, according to Access Data and Strategic Insight. 

Chicago Equity Partners LLC hired Paul M. LaCoursiere as managing director and senior fixed-income portfolio manager.

Lodestar is an interactive global market intelligence platform that allows users to explore and customize more than 20 years’ worth of Cerulli research data.

Chris Reagan and Kevin Kaiser have been promoted to senior managing director and senior vice president, respectively, at Mesirow Financial.

ING U.S. has announced plans to rebrand in the future as Voya Financial.

A provision in President Obama’s Fiscal Year 2014 budget that pertains to employee stock ownership plans (ESOPs) could result in a disincentive for offering the plans.

Robin Gantz was hired by Towers Watson as a senior consultant in its retirement risk business.

It is increasingly being used as a business tool, but users can run into compliance issues on social media when they tweet or post an update.

Retirement benefit decisions can no longer be made without factoring in health care, according to a source at Manning & Napier.

Four in ten (44%) Americans polled admit their retirement savings may not last until the end of their life.

Total U.S. retirement assets hit a new record high of $19.5 trillion as of December 31.

T. Rowe Price launched the Social Security Benefits Evaluator.

The American Taxpayer Relief Act of 2012, otherwise known as the “fiscal cliff” tax legislation, had no direct impact on the tax treatment of nonqualified deferred compensation (NQDC)...

For the third edition of the Guide to Retirement, a couple of key themes were top of mind, Katherine Roy, chief retirement strategist at J.P. Morgan Asset Management,...