Deals and People | July 1st, 2015 Canadian Sun Life to Buy U.S. Prime Advisors Sun Life Investment Management has agreed to purchase Prime Advisors.
Data and Research | June 30th, 2015 Asset Managers Don’t Trust Performance Data More than half do not think their performance figures are completely accurate.
Deals and People | June 30th, 2015 Towers Watson and Willis Group to Merge An integrated global platform delivering a wide array of advice and analytics services is one goal of a merger between...
Compliance | June 29th, 2015 Court Dismisses Part of Great-West Annuity Challenge A district court in Colorado has granted in part and dismissed in part a motion from Great-West to dismiss a...
Data and Research | June 29th, 2015 Is It Time to Rethink the Brokerage Option? Fewer than 10,000 of Vanguard’s 3.6 million participants use the brokerage option.
Deals and People | June 22nd, 2015 Arnerich Massena Appoints New Retirement Leader Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.
Investing | June 22nd, 2015 Why Institutionalize Your DC Plan Investments? Why wouldn’t investment approaches used in DB plans to enhance returns and keep costs down be appropriate for DC plans?
Investing | June 22nd, 2015 Assessing Equities After Whirlwind Decade Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?
Products | June 17th, 2015 BNY Mellon Raising Commitment to DC Plans Launches new publication for sponsors and advisers.
Deals and People | June 17th, 2015 Beacon Group Adds VP of Retirement Sales Mark Schatzel joins the firm from Lincoln Financial.
Investing | June 16th, 2015 PSNC 2015: Optimizing the Investment Menu Are investment menu consolidation and simplification in the best interest of plan participants?
Deals and People | June 16th, 2015 MainStay Adds Two to DCIO Team The investment firm is developing its DCIO consulting team.
Investing | June 15th, 2015 International Equity Posts Strong May Flows Net inflows to stock and bond funds totaled $21.7 billion in May 2015, according to Strategic Insight.
Data and Research | June 12th, 2015 Towers Watson Says Managed Accounts a Better QDIA These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
Participants | June 12th, 2015 Trading Was Brisk in DC Accounts in May More defined contribution plan participants made trades last month, according to Aon Hewitt.
Participants | June 11th, 2015 Behavioral Finance Q&A with Shachar Kariv – Part 2 In the second half of a conversation with PLANSPONSOR, U.C. Berkeley Economics Department Chair Shachar Kariv discusses the importance of...
Data and Research | June 11th, 2015 No Surprise—Fees Remain a Top Topic The retirement plan industry shows little sign of dropping its focus on fees and lowering the cost of investing.
Products | June 10th, 2015 Franklin Templeton Expands TDF Series The firm has added a 2055 fund to its target-date fund series.
Participants | June 9th, 2015 Behavioral Finance Q&A with Shachar Kariv – Part 1 PLANSPONSOR talks with U.C. Berkeley's economics department chair about the role of “decision science” in improving participant decisionmaking and closing the retirement...
Investing | June 5th, 2015 PSNC 2015: DB Plan Investing Liability-driven investing is still the game for many defined benefit plans, and equity investments can still play a role.