Tag: Practice Mgmt

Standard & Poor’s designed its new Target Date Style Index Series to help plan sponsors with comparisons for “to”...

A sometimes-overlooked option for retirement income in defined contribution (DC) plans can help keep participants from outliving their retirement savings, sources said.

MetLife Resources unveiled an online fiduciary assessment quiz.

Arnerich Massena Inc. released “Seeking the Investment Frontier,” a white paper examining the pros and cons of the frontier market asset class.

Invesco PowerShares Capital Management LLC announced the anticipated listing of the PowerShares DWA SmallCap Technical Leaders Portfolio on July 19, on the NYSE Arca.

Long-term mutual funds recorded their lowest monthly intake year to date with just $10.8 billion in new money in June, according to data from Morningstar.

No recession is forecast, but investment managers show less confidence in U.S. economy, according to Northern Trust’s second-quarter survey.

 A dividend tax rate hike scheduled for January might have an impact on Americans who rely directly and indirectly on dividends, a study found.  

The Internal Revenue Service (IRS) has made it clear that it will look for information sharing between 403(b) plan sponsors and vendors with 2009 plan audits.

U.S. exchange-traded funds (ETFs) enjoyed $16 billion in net inflows in June, their best month since February’s $15 billion in net inflows.

 The defined contribution (DC) retirement plan industry has a “self-esteem problem” that must be addressed, one industry expert contends.     

Retirement plan sponsors say automatic features are increasing employees’ retirement readiness, according to a study from Lincoln Financial Group and Retirement Made Simpler.

Employees who have one-on-one sessions with retirement professionals more likely participate in retirement plans and save more than those who do not.

A support tool and program suite for advisers from Schwab Retirement Business Service combines investment management tools, and fiduciary and plan design training.

Data from the 2010 Survey of Consumer Finances (SCF) suggests retirement savings progress has slowed and even reversed in the wake of the financial crisis.

 Pentegra Retirement Services introduced an online education tool for plan sponsors and participants.   

Other popular asset classes advisers are considering include non-U.S. fixed income, alternatives, real assets and commodities, Cogent Research found.

Michael Hull and Patrick Hull have launched bluepoint Investment Counsel LLC.

Russell Investments compiled a handbook outlining the major issues facing corporate pension plan sponsors.

PENSCO launched PENSCO SuccessorCustodian.