Tag: Practice management

The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, has formed The Plan Sponsor University (TPSU). 

A growing number of employers are providing their employees with 401(k) plan features to help drive positive plan participation and encourage savings.

Gary D. Black joined Calamos Investments as global co-chief investment officer and a member of the firm’s investment committee.

Wells Fargo Retirement has seen a 10% year-on-year uptick in the number of loans.

LiveWell Models, a series of risk-based asset class model portfolios created for the LiveWell Retirement Series, were introduced by Sammons Retirement Solutions Inc.

Goldman Sachs Asset Management LP (GSAM) has repositioned the Goldman Sachs Balanced Fund as the Goldman Sachs Income Builder Fund (Class A Shares: GSBFX).

Mary Schapiro, chairman of the Securities and Exchange Commission (SEC), said Wednesday the commission called off a vote to reform the structure of money market funds.

Participants who choose their own investment options are generally exposed to greater risk than target-date fund (TDF) investors, according to research from Principal Financial Group.

What do crash test dummies talk about when they’re not crash-testing vehicles? Apparently they share tips on saving for a secure retirement.

ING U.S. Investment Management introduced a customizable liability-driven investing (LDI) collective trust solution to assist plan sponsors with matching assets to future benefit payments.

SCI Companies enhanced its 401(k) solutions in an effort to increase participation rates for its clients.

Ron Rhoades, the chair-elect for the National Association of Personal Financial Advisors (NAPFA) for 2012-13, announced he would resign.

Russell Investments has seen a marked uptick in interest in investment outsourcing from larger corporate defined benefit (DB) plans.

CPI Qualified Plan Consultants Inc. combined its six regions into three divisions: Northeastern, Central/Southeastern and Western.

Fifty-six percent of employees estimate they waste up to $750 because of mistakes made with insurance benefits elections, according to research.

 Client360° Trading, a new platform for the firm’s Client360° suite of tools, was rolled out by Commonwealth Financial Network, a registered investment adviser.   

Honest and practical education, social media communications and proper incentives will result in increased retirement plan participation for Generation Y employees.

 Varcity Kariuki was appointed executive director and client portfolio manager at J.P. Morgan Asset Management in New York.   

 Michael E. Morris joined 401(k) Advisors, an independent retirement plan consulting firm, as a managing director for the Mid-Central region.   

 The Value Line Asset Allocation Fund (VLAAX) has been added to the Schwab Mutual Fund OneSource Select List.