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Plans that dynamically adjust for changes in both market and longevity beat more traditional methods.
July 10 -
San Francisco, Calif.-based consulting shop Callan Associates has hired today Yosangel G. Haddad as vice president, based in Callans new location in Summit, New Jersey.
July 9 -
Austin, Texas-based Dimensional Fund Advisors has appointed Peng Chen as chief executive officer, Asia (ex-Japan). Chen joined Dimensional on July 1 from, where he served as president of its global investment management division.
July 9 -
Ask Ed Slott: Your IRA Expert answers readers questions about stretch IRAs for beneficiaries and required minimum distributions.
July 6
Ed Slott & Co. -
Advisors who provide services to defined contribution plan sponsors can boost client loyalty through greater plan support and oversight, according to a study by Cogent Research.
July 2 -
Education and healthcare retirement plans are using more target date funds and Roth features in their plans, according to the latest 403(b) plan sponsor survey from the Plan Sponsor Council of America.
July 2 -
How creative thinking can help advisors with their own retirement strategies.
July 1 -
Mid-octogenarians could be getting a birthday gift from the IRS
July 1 -
On June 29, 2012, Education and healthcare retirement plans are using more target date funds and Roth features in their plans, according to the latest 403(b) plan sponsor survey from the Plan Sponsor Council of America.
June 29 -
Ask Ed Slott: Your IRA Expert explains when and why its best to use the five-year rule for distributions from an inherited IRA.
June 28Ed Slott & Co. -
As of March 31, U.S. retirement assets totaled $18.9 trillion, up 6.3% from $17.8 trillion in the previous quarter.
June 28 -
A third of Vanguards 401(k) plan participants turned their entire retirement account over to professional managers, either in the form of a target-date or balanced fund, or they enrolled in the companys managed account program.
June 27 -
Putnam Investments today unveiled a trio of new hires in the defined contribution investment-only and DC advisor-sold channels.
June 27 -
It's been more than a year since Richard Davies joined Russell Investments as Managing Director- Defined Contribution.
June 27 -
On June 26, 2012, Manning & Napier has rolled out a suite of 10 actively managed target date funds which will invest in a variety of exchange-traded funds.
June 26 -
On June 26, 2012, Putnam Investments today unveiled a trio of new hires in the defined contribution investment-only and DC advisor-sold channels.
June 26 -
On June 26, 2012, United Technologies Corporation has taken the retirement income plunge with the launch of the Lifetime Income Strategy, a customized age-based default investment option designed by AllianceBernstein.
June 26 -
On June 25, 2012, Sentinel Investments has made two key appointments to its senior sales team as well as the hiring of a new wholesaler.
June 25 -
On June 25, 2012, Jackson National Life Insurance Company today launched the Elite Access iPad application, following the rollout of the firms newest product offering.
June 25 -
On June 25, 2012, John Hancock has beat out Fidelity Investments and ING for bragging rights as defined contribution investment-only manager top dog, according to a study by Cogent Research.
June 25
