Deals and People | November 7th, 2014 Financial Engines Announces CEO Succession Managed account and investment services provider Financial Engines announced Lawrence Raffone will succeed Jeffrey Maggioncalda as chief executive officer of...
Data and Research | November 7th, 2014 Professionally Managed Assets Approached $37T in 2013 Professionally managed assets of U.S. investors reached $36.8 trillion in 2013, according to a new analysis from investment analytics firm...
Data and Research | November 7th, 2014 A Researcher's Argument Against TDFs Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be...
Products | November 5th, 2014 Nationwide Adds Managed Account Monitoring to Fiduciary Services Nationwide has expanded the company’s 3(38) investment fiduciary service from IRON Financial, LLC.
Products | November 5th, 2014 JPM Unveils SmartRetirement R6 Shares J.P. Morgan Asset Management said it will offer R6 share classes of the J.P. Morgan SmartRetirement Mutual Fund series of...
Investing | November 5th, 2014 The Case for Real Estate in DC Plans Adding a 10% real estate exposure to defined contribution retirement plan portfolios can enhance the risk-return outlook and dampen volatility...
Investing | November 5th, 2014 CalPERS Receives $249M from Bank of America Settlement The California Public Employees’ Retirement System (CalPERS) has received $249.3 million in damages from Bank of America.
Benefits | October 30th, 2014 Living Costs Hinder Focus on Retirement Saving October 30, 2014 (PLANSPONSOR.com) – Three-quarters of Americans say it is hard to keep up with bills and save for...
Compliance | October 29th, 2014 Attorney Explains TDF Annuity Rule October 29, 2014 (PLANSPONSOR.com) – What does the new guidance about annuity investments in target-date funds (TDFs) mean for retirement...
Compliance | October 27th, 2014 Industry Groups Endorse In-Plan Annuity Guidance October 27, 2014 (PLANSPONSOR.com) – Recent guidance from the Internal Revenue Service and the Department of the Treasury on in-plan...
Compliance | October 24th, 2014 Guidance Issued for Including Annuities in TDFs October 24, 2014 (PLANSPONSOR.com) – The Department of the Treasury and the Internal Revenue Service have issued guidance designed to...
Opinions | October 24th, 2014 Can Plan Sponsors Be Smarter About Smart Beta? October 24, 2014 (PLANSPONSOR.com) - Smart beta is fast becoming a popular approach for providing retirement plan investors with a...
Deals and People | October 23rd, 2014 LGIMA Expands U.S. Index Team with Two U.K. Members October 23, 2014 (PLANSPONSOR.com) - Drew Miyawaki and Aodhagan Byrne, both members of the U.K. operations of Legal & General...
Investing | October 20th, 2014 DC Participants Get Jumpy on Equity Holdings October 20, 2014 (PLANSPONSOR.com) – After an especially quiet nine-month start for 2014, the first half of October saw a...
Opinions | October 17th, 2014 Low Beta Portfolios: What Could Possibly Go Wrong? October 17, 2014 (PLANSPONSOR.com) - There is now substantial research to document the existence of the so-called low volatility anomaly.
Administration | October 15th, 2014 No Strong Participant Reaction to Market Swings October 15, 2014 (PLANSPONSOR.com) – While all of the major asset classes suffered losses during the month of September, Aon...
Benefits | October 14th, 2014 A Well-Drafted IPS Can Protect Against Litigation October 14, 2014 (PLANSPONSOR.com) - With the U.S. Supreme Court set to review a case about retirement plan investment selection,...
Opinions | October 14th, 2014 To Choose or Not to Choose; That Is the Question October 14, 2014 (PLANSPONSOR.com) - The transition from defined benefit retirement plans to a retirement plan landscape in which employees...
Products | October 14th, 2014 ADP Adds Brokerage Account Option to Retirement Platform October 14, 2014 (PLANSPONSOR.com) - ADP Retirement Services is providing plan sponsors with a self-directed brokerage account (SDBA) option they...
Administration | October 14th, 2014 Listed Equity REITs Have Been a Boost for Pensions October 14, 2014 (PLANSPONSOR.com) – Performance data from more than 300 U.S. pension funds show listed equity real estate investment...