Plan Design, Operations, Outsourcing
HR, Health Care, Post-Retirement
Economic Commentary, Investment Trends, Market Insights
Business Wins, Job Changes, Mergers and Acquisitions
Investments, Platform Enhancements, Tools and Services
Court Decisions, Legislation, Regulations
Industry Trends, Plan Benchmarks, Statistics
Attitudes and Behavior, Education and Advice
Retirement plan review focus differrs with adviser use
While it is not illegal to administer retirement plans in-house, a lawsuit filed by the Labor Department in 2015 alleged excessive fees were charged to plan participants as a result of compensation to City National's staff.
A new strategic partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants will help deliver flexible fiduciary 3(21) and 3(38) outsourcing solutions.
Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; GW&K adds taxable bond portfolio manager; Northern Trust Asset Management boosts OCIO team.
Financial advisers can be a vital support for many areas of plan design and administration.
Over one-third of firms have increased outsourcing of benefits functions recently
DOL moves forward with definition of fiduciary advice.
One in three employers outsource all their benefits administration, up 20% since 2013.
A plan sponsor hires an outsourced investment fiduciary
Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership.