OCIO Market Expansion Reaching Public DBs
Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership.
Tag: Outsourcing
Peace of Mind Tops Reasons for Outsourcing Payroll
Nearly six in 10 small business owners are administering payroll on their own.
Benefits |
Are Open MEPs the Silver Bullet?
In a conversation with PLANSPONSOR, Russell Investments’ chief research strategist suggests momentum is building for “open” multiple employer plan expansion.
Products |
Transamerica, Benefits Provider Partner on Multiple Employer Plan Service
The two companies will handle all of the plan administration.
PNC Welcomes OCIO Specialist
Robert Zeidman, a business development officer in PNC’s institutional asset management unit, now serves as OCIO product specialist.
Mercer Appoints Shimberg for New CIO Role
The firm has created a new position to support its outsourced CIO services for nonprofit clients.
More DBs Looking for Custom Solutions from OCIO Providers
Many OCIO firms tell Cerulli they see signs of OCIO moving “up-market,” to larger institutions in corporate defined benefit (DB)...
Wurts & Associates Rebrands as Verus
Executives say a new name for Wurts & Associates better captures the firm’s investment research focus and capabilities across consulting,...
Getting the Best Service from an OCIO Provider
Trust, transparency and time are essential ingredients of the successful OCIO and plan sponsor relationship, says Towers Watson in its...
Council Asks DOL to Reconsider Open MEPs
The 2014 ERISA Advisory Council made several recommendations to the Department of Labor (DOL) related to outsourcing employee benefit plan...
Evaluating Outsourced Chief Investment Officers
The outsourced chief investment officer (OCIO) search is a formidable task even for experienced retirement plan committees, says Ronald Klotter,...
Pentegra Retirement Services Adds Regional Director
September 24, 2014 (PLANSPONSOR.com) – Kris Krikorian joined Pentegra Retirement Services as a regional director for qualified plan sales.
SEI Adds Alternatives Specialist
September 23, 2014 (PLANSPONSOR.com) – Andrew Daly joined investment management and processing firm SEI as a client investment strategist on...
Assessing the Adviser’s Role in Managed Accounts
September 15, 2014 (PLANSPONSOR.com) – The role of financial advisers in the portfolio construction and management process is a topic...
Segal Rogerscasey Adds Senior Investment Consultant
August 26, 2014 (PLANSPONSOR.com) – Michael Wright has joined investment services firm Segal Rogerscasey as senior vice president and senior...
Benefits |
The Search for the Right TPA
July 28, 2014 (PLANSPONSOR.com) – Plan sponsors need to carefully consider their options when it comes to choosing a third-party...
Products |
Firms Team Up to Launch Retirement Plan Program
July 8, 2014 (PLANSPONSOR.com) – American National Bank of Texas (ANB) has teamed up with several firms to offer a...
Council Examining Practices for Outsourcing Plan Services
June 20, 2014 (PLANSPONSOR.com) – The Department of Labor’s (DOL) ERISA Advisory Council is examining practices for outsourcing employee benefit...
PSNC 2014: DB Plan De-Risking
June 5, 2014 (PLANSPONSOR.com) – The effort to de-risk defined benefit (DB) pension plans is an immensely complex task that...
Benefits |
PSNC 2014: The DB and DC Plan
June 5, 2014 (PLANSPONSOR.com) - Total retirement outsourcing (TRO) can benefit employers that sponsor both a defined benefit (DB) and...