Tag: Practice Mgmt

OneAmerica has relaunched its retirement plan participant website.

Plan investment committees could benefit from a greater diversity in membership, says a new paper from Vanguard.

More than half of Baby Boomers polled expressed uncertainty about how much money they will need in retirement.

Eight in 10 defined benefit (DB) plan sponsors expressed interest in pension risk transfer products.

Target-date funds (TDFs) are again put in the Department of Labor (DOL) spotlight for comments. Widely held in retirement accounts, TDFs may not be fully understood by investors. 

Adviser-sold college savings plans gained traction, and now show balances equivalent to direct-sold plans, research shows. 

Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does a real disservice to investors. 

Timothy Davidson, a money manager in Florida, said in a potential class action suit that BlackRock Advisors charged disproportionately high investment advisory fees.

Plan sponsors in hospitality and leisure businesses may face the biggest challenges in retirement plan participation, according to the ADP Research Institute.

Men have slight edge over women when it comes to saving at the recommended 10% rate, according to research from Wells Fargo, but people still fall short of...

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

The White House proposed budget for 2015, slated for release March 4, again wants to cap the amount of tax-deferred retirement contributions.

Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.

Horizons ETFs Management (USA) LLC launched the Horizons S&P Financial Select Sector Covered Call ETF.

Bank of America is moving its $19 billion defined contribution (DC) plan, currently with Fidelity, to the Merrill Lynch platform.

Complicated, non-intuitive terminology is a barrier to plan participation, endangering the retirement security of large numbers of Americans.