Tag: Practice Mgmt

Vanguard announced new benchmark indices for 22 of its index funds.

BMO Global Asset Management introduced the BMO Low Volatility Equity Fund, designed to provide long-term returns comparable to U.S. large cap stocks but with less volatility.

Golden Retirement LLC’s Savings2Income program (S21) aims to address the needs of Baby Boomers planning for retirement with a combination of tax strategies and annuities.

The 401K Coach released the Fiduciary Advisor’s Rollover Toolkit to provide a solution and formal process for financial advisers to offer rollover IRA services.

With the expansion of its Class I Shares lineup to 21 funds, OppenheimerFunds aims to provide greater transparency into defined contribution (DC) plan fees.

 Fewer American families are participating in a retirement plan at work, but more of those with a plan are in a 401(k), a report found.  

Third-party administrator Trinity Pension Consultants released the Cash Balance (CB) Navigator mobile application, enabling advisers to generate a client’s maximum annual contribution amount.

SunGard released a new version of its Omni Web Solution for defined contribution and defined benefit plan participants, plan sponsors and customer representatives.

North American investor confidence continued to decline this month, according to State Street Global Markets.

LPL Financial LLC added two portfolios from LPL Financial Research and two managed alternative investment portfolios from Fortigent to its Model Wealth Portfolios (MWP) platform.

Three in four U.S. institutional investors (74%) have changed their approach to risk management over the past five years.

403(b)s have been excused by the Securities and Exchange Commission (SEC) from obtaining certain acknowledgements.

Defined contribution plan participants transferred assets from equities into fixed-income investments again in August, according to the Aon Hewitt 401(k) Index.

New research from Morningstar quantifies how much additional retirement income, or “gamma,” investors can generate by making better financial planning decisions. 

The number of U.S. consumers making financial preparations for retirement fell to 70%, the lowest in three years, according...

 Plan sponsors need to create smarter retirement plan participant communication, according to Colette Ehlers, sales development consultant with Wells Fargo Institutional Retirement and Trust.   

Pensionmark has unveiled an enhanced website and Online Education Center.

Long-term mutual fund inflows were just $20.7 billion in August, as open-end U.S. stock funds tallied yet another month of outflows, losing $14.3 billion.

Participation and deferral rates are indicators of retirement plan popularity, not success, according to Greg Burrows of Principal Financial Group.

A white paper contends defined benefit (DB) plans are positioned to make a comeback.