Tag: Practice Mgmt

The investment strategies group of Mesirow Financial rolled out fiduciary services for ERISA sections 3(21) and 3(38) through CPI Qualified Plan Consultants Inc.

Roth IRAs skew toward younger contributors, according to a report from the nonpartisan Employee Benefit Research Institute (EBRI).

A zero-revenue share class was added to Manning & Napier’s Pro-Mix Collective Investment Trust (CIT) Fund family.

Significant hurdles stand in the way of wider adoption of exchange-traded funds (ETFs) in 401(k) plans, according to research from Cerulli Associates.

Cash balance retirement plans have showed a 500% increase over the last decade and a 12% increase over the last year, a report found.

“Auto” plan features are on the rise.

The market for pension buyouts reached $37 billion last year. Is pension risk transfer (PRT) right for your defined benefit (DB) plan and your company? 

Engaging employees in their retirement plans involves simplicity, connection and accurate diagnosis.

The Securities and Exchange Commission (SEC) voted Wednesday to propose rules that would reform the way money market funds operate to make them less susceptible to runs that...

Target-date funds (TDFs) were introduced into the market almost 19 years ago with a simple intention—to provide a coherent investment strategy for participants from the time they enter...

Should retirement income products be offered inside defined contribution (DC) plans or as rollover solutions?

Reducing volatility and expanding investment options for defined contribution (DC) plans could improve risk-adjusted returns, according to BNY Mellon.

Two thirds of Americans just don’t bother. Preparing a detailed written or computerized budget each month to track income and expenses, that is.

Funding levels of pension plans sponsored by S&P 1500 companies continued a strong rebound in 2013, according to consulting firm Mercer.

Plan sponsors should consider using alternative investment structures for better risk balance and the reducing of volatility experienced by retirement plan participant, a paper said.

The funded status of U.S. corporate pension plans increased during May, according to the BNY Mellon Investment Strategy and Solutions Group (ISSG).

PlanServe Data Systems and Milliman Inc. have collaborated to deliver retirement plan account information via mobile applications.

When constructing a glide path for target-date funds (TDFs), the main objective should not just be about choosing the proper mix of equities and fixed income.

ADP released the ADP Plan Health Review, a tool to help plan sponsors measure the retirement readiness of their employees.

While people are optimistic and confident in numerous areas, a survey found concern, worry and a sense of unpreparedness on several financial fronts.