Benefits | January 19th, 2016 Outsourced Expertise, Tech Reshape Benefits Landscape One in three employers outsource all their benefits administration, up 20% since 2013.
Data and Research | October 29th, 2015 OCIO Market Expansion Reaching Public DBs Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership.
Administration | October 5th, 2015 Peace of Mind Tops Reasons for Outsourcing Payroll Nearly six in 10 small business owners are administering payroll on their own.
Benefits | August 13th, 2015 Are Open MEPs the Silver Bullet? In a conversation with PLANSPONSOR, Russell Investments’ chief research strategist suggests momentum is building for “open” multiple employer plan expansion.
Products | July 29th, 2015 Transamerica, Benefits Provider Partner on Multiple Employer Plan Service The two companies will handle all of the plan administration.
Deals and People | June 18th, 2015 PNC Welcomes OCIO Specialist Robert Zeidman, a business development officer in PNC’s institutional asset management unit, now serves as OCIO product specialist.
Deals and People | May 1st, 2015 Mercer Appoints Shimberg for New CIO Role The firm has created a new position to support its outsourced CIO services for nonprofit clients.
Data and Research | April 30th, 2015 More DBs Looking for Custom Solutions from OCIO Providers Many OCIO firms tell Cerulli they see signs of OCIO moving “up-market,” to larger institutions in corporate defined benefit (DB)...
Deals and People | April 14th, 2015 Wurts & Associates Rebrands as Verus Executives say a new name for Wurts & Associates better captures the firm’s investment research focus and capabilities across consulting,...
Administration | February 10th, 2015 Getting the Best Service from an OCIO Provider Trust, transparency and time are essential ingredients of the successful OCIO and plan sponsor relationship, says Towers Watson in its...
Compliance | January 26th, 2015 Council Asks DOL to Reconsider Open MEPs The 2014 ERISA Advisory Council made several recommendations to the Department of Labor (DOL) related to outsourcing employee benefit plan...
Administration | November 12th, 2014 Evaluating Outsourced Chief Investment Officers The outsourced chief investment officer (OCIO) search is a formidable task even for experienced retirement plan committees, says Ronald Klotter,...
Deals and People | September 24th, 2014 Pentegra Retirement Services Adds Regional Director September 24, 2014 (PLANSPONSOR.com) – Kris Krikorian joined Pentegra Retirement Services as a regional director for qualified plan sales.
Deals and People | September 23rd, 2014 SEI Adds Alternatives Specialist September 23, 2014 (PLANSPONSOR.com) – Andrew Daly joined investment management and processing firm SEI as a client investment strategist on...
Administration | September 15th, 2014 Assessing the Adviser’s Role in Managed Accounts September 15, 2014 (PLANSPONSOR.com) – The role of financial advisers in the portfolio construction and management process is a topic...
Deals and People | August 26th, 2014 Segal Rogerscasey Adds Senior Investment Consultant August 26, 2014 (PLANSPONSOR.com) – Michael Wright has joined investment services firm Segal Rogerscasey as senior vice president and senior...
Benefits | July 28th, 2014 The Search for the Right TPA July 28, 2014 (PLANSPONSOR.com) – Plan sponsors need to carefully consider their options when it comes to choosing a third-party...
Products | July 8th, 2014 Firms Team Up to Launch Retirement Plan Program July 8, 2014 (PLANSPONSOR.com) – American National Bank of Texas (ANB) has teamed up with several firms to offer a...
Compliance | June 20th, 2014 Council Examining Practices for Outsourcing Plan Services June 20, 2014 (PLANSPONSOR.com) – The Department of Labor’s (DOL) ERISA Advisory Council is examining practices for outsourcing employee benefit...
Administration | June 5th, 2014 PSNC 2014: DB Plan De-Risking June 5, 2014 (PLANSPONSOR.com) – The effort to de-risk defined benefit (DB) pension plans is an immensely complex task that...