J.P. Morgan Cites Institutional Investor Trends
August 22, 2011 (PLANSPONSOR.com) - J.P. Morgan said it is seeing many of its clients actively taking advantage of the down markets to rebalance and get back to...
Administration
Investment Managers Find Economy and Regulations Hampering Growth
August 22, 2011 (PLANSPONSOR.com) - The dual impact of the persistently weak economic environment and new regulations is keeping investment management companies on a slow growth track, according...
KPMG Report Reveals Typical Fraudster
August 22, 2011 (PLANSPONSOR.com) – KPMG released the results from its 2011 Who is a Typical Fraudster? report.
TPAs Have 30% Influence of Total 401(k) Assets
August 18, 2011 (PLANSPONSOR.com) – A recent study conducted by Cerulli shows the TPA marketplace has a 30% influence on 401(k) assets.
Nearly Half of DC Plan Sponsors to Offer Inflation Protection Strategies
August 18, 2011 (PLANSPONSOR.com) – The Mercer US Defined Contribution Investment Survey, which polled 233 defined contribution (DC) retirement plan sponsors, found nearly half either offer or plan to soon...
529 Plan Assets Increase in Q2 2011
August 18, 2011 (PLANSPONSOR.com) - Financial Research Corporation's (FRC) 529 College Savings Quarterly Data Highlights show 529 savings plan assets have increased to an estimated $149.8 billion...
Investors Who Maintain Diversified Asset Allocation Strategy Are Rewarded
August 18, 2011 (PLANSPONSOR.com) - Fidelity Investments' second quarter 2011 review of 401 (k) accounts confirmed that even during the most volatile market activity, investors who maintain a...
Study Finds Room for Improvement in QDIA Offerings
August 17, 2011 (PLANSPONSOR.com) - While Defined Contribution plan sponsors report high satisfaction levels with their current QDIA investment managers, opportunities exist for aspiring QDIA (Qualified Default Investment...
Finance Executives Cite Recruiting and Retention Concerns
August 17, 2011 (PLANSPONSOR.com) - The accounting and finance employment market in many parts of the world may be in a state of transition, according...
CalPERS Shifts Asset Allocations
August 16, 2011 (PLANSPONSOR.com) - The California Public Employees Retirement System’s (CalPERS) investment committee voted to lower the $226.1 billion fund’s goal for real estate as a proportion of...
SEC Sues Broker for Defrauding Wisconsin School Districts
August 16, 2011 (PLANSPONSOR.com) - The Securities and Exchange Commission has charged St. Louis-based brokerage firm Stifel, Nicolaus & Co. and a former senior executive with defrauding five...
CalPERS Earmarks up to $200 Million for New Emerging Managers Program
August 15, 2011 (PLANSPONSOR.com) - The California Public Employees’ Retirement System (CalPERS) has approved a new $200 million program for emerging real estate managers.
Market Downturn Highlights Importance of Risk Strategies
August 15, 2011 (PLANSPONSOR.com) - Current stock market instability and falling bond yields underscore the risk defined benefit pension plan sponsors are assuming if they don’t have measures...
S&P Issues Report on Mid-Cap Funds in DC Plans
August 15, 2011 (PLANSPONSOR.com) – An S&P report contends that if the goal of employers is to offer retirement plans that are capable of generating adequate retirement funding...
Institutional Investors Increasingly Using Transaction Cost Analysis
August 15, 2011 (PLANSPONSOR.com) - Originally adopted by institutional investors mainly as a tool for compliance, transaction cost analysis (TCA) is increasingly being integrated into the institutional investment...
Ohio Teacher System Posts Near 23% Return
August 12, 2011 (PLANSPONSOR.com) - Final fiscal year returns show the State Teachers Retirement System of Ohio’s (STRS Ohio) Total Fund returned 22.6% for the year ending June...
State Pension Funds Sue BoNY Mellon over FX Charges
August 12, 2011 (PLANSPONSOR.com) - Virginia and Florida are suing the Bank of New York Mellon over the institution's handling of foreign currency exchanges.
Mutual Funds to See Moderate Growth in 2011
August 11, 2011 (PLANSPONSOR.com) - Mutual fund asset growth is expected to moderate to a 10% rate in 2011, as compared to the 16% increase experienced in 2010,...
RIAs Manage More and Larger Plans than B-D Plan Advisers
August 11, 2011 (PLANSPONSOR.com) – Pulse Logic has announced the completion of its Annual Syndicated Study of Retirement Plan Registered Investment Advisers (RIAs).
CT Town Can’t Claim Madoff Pension Losses
August 10, 2011 (PLANSPONSOR.com) - The Connecticut Appellate Court has ruled that the town of Fairfield may not make claims for losses due to disgraced financier Bernard Madoff's fraud.