Tag: Practice Mgmt

 Quantifying key retirement risks is the first step advisers can take to help their plan sponsors address them with participants, according to a report.   

More than two-thirds of the very rich, with a net worth of at least $25 million, are actively involved in the day-to-day management of their investments.

 The Investment Company Institute and Deloitte Consulting LLP have found total fees for defined contribution (DC) plans were lower in 2011 than in 2009. 

Any new retirement income tier adopted by the U.S. government should not just target those without access to a retirement plan, a paper asserts.

Affluent consumer confidence rose in a recent survey by Phoenix Marketing International, which showed an uptick in those saying that economic conditions have improved.

The Ballpark E$timate iPhone application, provided in part by the Employee Benefit Research Institute (EBRI), was developed to help with retirement saving.

Northern Trust added client collateral to the categories managed by its Exposure Analysis tool, to help institutional clients collect complex information at the fund or plan level.

SEI’s Institutional Group released the results of its corporate pension investment mid-year quick poll.

It’s possible to broaden your practice successfully without running afoul of the rules, Roberta Ufford, principal at Groom Law Group, told conference attendees.

Participants have expressed anxiety over retirement readiness, Joe Connell, managing director of Sheridan Road Financial, told attendees at the 2012 PLANADVISER National Conference in Orlando.

A strong relationship still exists between an employee’s benefits enrollment experience and their perceived value of the benefits that their employer offers, a study found.

While National 401(k) Day is a good trigger to spur action from sponsors and participants to improve retirement readiness, the efforts should be ongoing.

The size of defined contribution (DC) participant balances declined in the second quarter of 2012 by more than 2%, according to the Callan DC Index.

Benefit Plans Administrative Services Inc. (BPAS) released a program that aims to help terminated employees continue repaying loans after separation from service.

Traditionally, 401(k) Day has been the Friday following Labor Day.

The three primary lines of business in the former M&I Institutional Trust Services will be renamed to reflect their integration into BMO’s global businesses.

The funded status of the typical U.S. corporate pension plan in August rose 1.8 percentage points to 73.2%–up from July’s record lows, BNY Mellon found.

“The main thing is… don’t get excited.”

An alpha-generating investment process that draws on the global dividend-paying universe was developed by Acadian Asset Management LLC.

Pentegra Retirement Services’ retirement plan products have been selected for members of the Independent Bankers Association of New York State (IBANYS).