Tag: Practice management

 A registration maintenance service for compliant document management was rolled out by RIA in a Box, a provider of registration and compliance consulting services.   

Retirement planning is an increasing focus for employees, according to a report.

 The Institutional Retirement Income Council (IRIC) has appointed Jeff Eng, director of retirement income solutions at Russell Investments, to its group of retirement plan advisers.     

 Roughly half of all U.S. households that control more than a third of U.S. financial assets are attracted to lifetime-guaranteed income—even if returns are low.   

Baby Boomer voters, ages 50 to 64, who are still working are pessimistic about retirement, an AARP survey found.

Proprietary environmental, social and governance (ESG) ratings from Mercer will be included in client reports related to manager searches and performance.  

An additional 21 investment options from Securian Retirement offer diversity to advisers looking for more choices for retirement plan clients. 

Commonwealth Financial Network, a privately held independent broker/dealer, revamped its public-facing website at www.commonwealth.com.

A true understanding of longevity risk is the needed catalyst for U.S. corporate pension plans to more actively adopt de-risking strategies, according to Prudential.

Reporting capabilities for Form PF were added to the alternatives product suite of services for J.P. Morgan Worldwide Securities Services.

Russell Investments unveiled a series of six target-duration liability-driven investing (LDI) commingled trust funds.

Although the majority of defined contribution (DC) plan participants say a DC plan is their primary retirement savings account, they are not putting enough in.

The Retirement Services division of MassMutual enhanced its defined contribution (DC) plan participant statements to help paint a clearer picture of participant retirement readiness.

The Department of Labor (DOL) disclosure requirements have pulled back the curtain on fees paid to service providers by retirement plans, a white paper contends.

Defined benefit (DB) plans experienced the worst decrease in funded status in the 12 years since Milliman Inc. began tracking it.

 Targeted at small businesses, 401KAdministrationServices.com provides specialized full-service 401(k) plan recordkeeping services.  

Millennium Trust Company’s Savings Plus IRA has been added to MassMutual’s rollover solutions for retirement plan participants and existing individual retirement account (IRA) holders.

Nathan Paris, an institutional consultant for Unified Trust Company N.A., had seven states added to his territory.  

Vanguard announced new investment advisory arrangements for Vanguard Windsor Fund, Vanguard International Value Fund and Vanguard Global Equity Fund.

United Planners added the Matrix plan data feed service to the United Planners Retirement Platform.