Administration | September 15th, 2020 The Plan Sponsor Time Crunch With so many recent disruptions to what was ‘business as usual,’ how can plan sponsors ensure their retirement plan gets...
Products | August 22nd, 2019 Investment Product and Service Launches Ascensus partners with NextCapital for investment and fiduciary solutions, and Axioma releases Canadian risk model to suite of funds.
Products | June 10th, 2019 LeafHouse Offers Packaged Program for Retirement Plans FlexPrecision is low-cost and simplifies operations while providing access to well-known investment funds with LeafHouse 3(38) fiduciary investment manager protection.
Investing | April 23rd, 2019 Analysis Shows Importance of DC Plan Fund Menu Monitoring An analysis from Morningstar suggests monitoring defined contribution (DC) plan fund menus can have a positive impact on performance, and...
Products | March 25th, 2019 Bank of America Adds 3(38) Investment Management Offering The new offering will have three menus—core menu, core plus and expanded menu—and depending on the demographics and investment acumen...
Administration | January 8th, 2019 403(b) Plans Improving Governance Practices Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show improvement in certain governance practices.
Products | October 16th, 2018 Mesirow to Provide 3(38) Services for TAG 401(k) Platform TAG's 401(k) Aggregated Solution offers minimal fiduciary liability, partnerships with well-known providers, regulated compliance and competitive cost.
Investing | April 11th, 2018 The Benefits of the OCIO Model Shifting responsibility of investment decision making to a discretionary manager offers a host of benefits to defined benefit plan and...
Products | March 22nd, 2018 Matchmaker for 3(38) Fiduciary Services Talks Market Trends Curcio Webb serves as an independent intermediary helping plan sponsors select and monitor 3(38) advisers and outsourced chief investment officers;...
Products | March 1st, 2018 Fiduciary Advice Provider CAPTRUST Makes 3(38) Services a Big Focus As one looks at retirement plans that have greater assets, the committee structure is more entrenched, which has slowed the...
Administration | December 7th, 2017 More DC Plan Sponsors Looking to Outsourced Fiduciary Services The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.