Tag: Practice Mgmt

Transition Boomers—those less than 10 years from retirement—agree that rising health care costs will have the greatest effect on their retirement outlook.

A white paper from Rocaton Investment Advisors suggests market conditions combined with recently passed pension funding relief justifies a new look at liability-driven investment (LDI) strategies.

Principal Financial Group is offering a suite of separate accounts designed to help defined benefit (DB) plans of all sizes implement a liability-driven investing (LDI) strategy.

Baby Boomer women are more uncomfortable, worried or concerned than Boomer men about their current and future financial situation, according to AARP.

Castle Rock Investment Company rolled out the Fee Disclosure Review Service to assist plan sponsors with 408(b)(2) compliance.

Sixty percent of workers surveyed now consider the workplace a “very important source” for their personal insurance and savings products.

John Hancock made available its recently renamed Retirement Choices At series of target-date funds (TDFs) in the investment-only marketplace to plan sponsors.

More than 62% of Baby Boomers plan to remain in the state they live in upon retirement, according to a PluteGroup study.

 Because multiple employer plans (MEPs) have been touted as a solution to expanding retirement plan coverage for Americans, the Government Accountability Office (GAO) explored this option. 

The number of Fortune 100 companies offering new salaried employees only a defined contribution (DC) plan rose in 2012, a Towers Watson survey found.

RetireReady, a customizable, turnkey participant education program to help independent advisers deliver value to retirement plan sponsor clients, was introduced by Commonwealth Financial Network.

 Employees are making some positive changes to their retirement planning, but poor money management skills and long-term economic challenges present major obstacles.   

According to BNY Mellon, the funded status of U.S. corporate pensions increased for the second straight month to 75%, the first two-month winning streak since February.

 High-net-worth investors anticipate tax increases next year and are scouting a variety of opportunities for returns, according to a Fidelity survey.  

Bob Carlson, Richard Shearer and Paul Villanova have joined the registered investments external wholesaling team at Symetra Life Insurance Co. in the Midwest and Southeast.

An exhaustive search found no evidence to support the idea that aging Baby Boomers are crowding out younger workers from the work force.

More than one-third (37%) of adults would like a professional to help them manage retirement accounts but do not think they have sufficient investments.

The aggregate deficit in pension plans sponsored by S&P 1500 companies decreased $38 billion during September, to $593 billion, according to figures from Mercer.

Participants in 401(k) plans prefer more proactive steps to increase their retirement readiness rather than historical transactions on their account statements, a study found.

 The Taylor Xplor Managed Futures Strategy Fund was unveiled by Taylor Alternative Mutual Funds, providers of alternative investment strategies.