Tag: Topics List

Callan hired John P. Jackson as a senior vice president in the Fund Sponsor Consulting Group. 

The Financial Services Institute (FSI) launched a mobile application Monday to help financial advisers advocate on industry issues using smartphones and tablets.

The American Society of Pension Professionals & Actuaries (ASPPA) has asked for additional guidance concerning Roth 401(k) accounts.

Arthur Georgantas joined New York Life Retirement Plan Services as vice president and senior relationship manager in the Taft-Hartley market.

Health care spending in the U.S. is expected to grow at a historically low rate of 7.5% next year.

Plan fees account for nearly one-third of an investor’s potential returns, a paper found.

Two companies settled lawsuits with the Department of Labor (DOL), agreeing to restore retirement assets to participants.

Cohen & Steers released a white paper that discusses the merits of real assets—commodities, real estate and natural resources—in a defined contribution (DC) portfolio.

 Target income replacement ratios should be higher than the 70% to 75% conventionally accepted as a rule of thumb, the Retirement Advisor Council contends.     

U.S. workers and their employers have different views about whether employees will have to work for income in retirement.

A report from Financial Finesse detailing employee communications received online and to its call center shows increased concern about retirement preparedness.

A Japanese company that acquired the now-defunct Metaldyne Corporation may be found liable for termination premiums for Metaldyne’s pension plan.

The lower you hold your iPad, the more likely you are to experience shoulder and neck pain, a study shows.

About a third of outperformance from skill should go to hedge fund managers in the form of fees, and the rest to the investor, a report says.  

Boomers mostly ignore intangible digital assets when planning retirement, a report shows.  

The House Financial Services Committee  introduced legislation that would authorize one or more self-regulatory organizations (SROs) for advisers.  

The SPARK Institute and the Investment Company Institute (ICI) released a sample investment term glossary for retirement plan participants.

The Merrill Edge semi-annual survey of mass affluent investors, especially younger ones, shows belt-tightening amid heightened financial anxiety.  

In J. P. Morgan Asset Management’s 2012 Guide to Retirement, financial advisers are given a complete picture of retirement and its key issues.

Americans appear to be unprepared financially to live into their 70s, 80s and 90s, according to Northwestern Mutual’s Longevity & Preparedness Study.