Former State Street Executive Convicted of Defrauding Transition Management Customers
The SEC's complaint alleges that the former executive led a scheme to add secret commissions to securities trades performed for...
Tag: Transition Management
A Pension Risk Transfer Choice Is More than Financials
Plan sponsors want more than a payout annuity provider when they go looking for an insurer.
Mortality Bonus and PBGC Premiums Strain DBs
It’s happened before and it will happen again—a hike in PBGC premiums and shifting SOA mortality projections have materially raised...
BNY Mellon Transition Management Names Head of Sales
April 23, 2012 (PLANSPONSOR.com) – Bob Brinker was named managing director...
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How to Prepare for M&A Retirement Plan Transition
March 22, 2012 (PLANSPONSOR.com) – The merger or acquisition of a...
State Street Execs Depart Amidst Trading Cost Challenge
October 6, 2011 (PLANSPONSOR.com) - State Street Global Markets’ (SSgM) Ross McLellan and Edward Pennings – global...
Northern Trust Adds to Transition Management Team
September 28, 2011 (PLANSPONSOR.com) - Northern Trust has created two dedicated sales positions for Transition Management Services.
TABB Offers Insights for Transition Managers
July 21, 2011 (PLANSPONSOR.com) – In a survey of 105 public and private pension funds, endowments and foundations across the...
Typical Measurements not Only Gauge of Transition Management Success
June 30, 2011 (PLANSPONSOR.com) - Institutional investors should review information that goes beyond the typical scorecard that they use, called...
Wells Fargo Names Transition Services Manager
June 29, 2011 (PLANSONSOR.com) - Wells Fargo Institutional Retirement and Trust announced that Steve Nolan has joined the firm as manager...
Plan Sponsors Taking Their Time with Transitions
May 31, 2011 (PLANSPONSOR.com) - Institutional investors are taking far longer to change investment managers or asset allocations than they...
Russell Adds to Transition Management Team
March 7, 2011 (PLANSPONSOR.com) - To support a general uptick in activity, Russell Investments' Global Transition Management team added six...
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Russell Discloses Transition Management Performance
November 30, 2010 (PLANSPONSOR.com) - Russell Investments is providing transition management data to the Inalytics TIPS (Transition Implementation Performance Standards)...
Ohio Highway Patrol Posts RFP
November 24, 2010 (PLANSPONSOR.com) - The Highway Patrol Retirement System of Ohio has issued a request for...
ConvergEx Adds West Coast Sales Exec
March 29, 2010 (PLANSPONSOR.com) - ConvergEx Group, a provider of investment technologies and execution solutions to institutional clients...
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Northern Trust Issues Transition Management Analysis
October 27, 2009 (PLANSPONSOR.com - Northern Trust has introduced a new pre-trade analysis report for transition management designed to help...
Transitions Down, But Managers Expand Role
July 22, 2009 (PLANSPONSOR.com) - In PLANSPONSOR's 2009 Transition Management Survey, fewer than three-quarters (72.9%) of some 561 plan sponsor...
Late 2009 Seen as Brisk for Transition Management
June 17, 2009 (PLANSPONSOR.com) - A record number of pension funds, endowments and other financial institutions will swap out their...
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GSAM Unveils Transition Management Unit
April 2, 2009 (PLANSPONSOR.com) - Goldman Sachs Asset Management (GSAM) has launched a Transition Management Group, which it said teams...
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Mellon Transition Management Increases Global Presence
March 24, 2009 (PLANSPONSOR.com) - Mellon Transition Management (MTM) has announced the appointment of Tim Wilkinson and his team of...