The firm has created a new position to support its outsourced CIO services for nonprofit clients.
Many OCIO firms tell Cerulli they see signs of OCIO moving “up-market,” to larger institutions in corporate defined benefit (DB) and non-profit segments.
Executives say a new name for Wurts & Associates better captures the firm’s investment research focus and capabilities across consulting, risk advisory and OCIO services.
Trust, transparency and time are essential ingredients of the successful OCIO and plan sponsor relationship, says Towers Watson in its annual Global Investment Matters publication.
The 2014 ERISA Advisory Council made several recommendations to the Department of Labor (DOL) related to outsourcing employee benefit plan services.
The outsourced chief investment officer (OCIO) search is a formidable task even for experienced retirement plan committees, says Ronald Klotter, managing director of Strategic Investment Group.
September 24, 2014 (PLANSPONSOR.com) – Kris Krikorian joined Pentegra Retirement Services as a regional director for qualified plan sales.
September 23, 2014 (PLANSPONSOR.com) – Andrew Daly joined investment management and processing firm SEI as a client investment strategist on the firm’s U.S. institutional advisory team.
September 15, 2014 (PLANSPONSOR.com) – The role of financial advisers in the portfolio construction and management process is a topic of ongoing debate, says financial research firm Cerulli Associates.
August 26, 2014 (PLANSPONSOR.com) – Michael Wright has joined investment services firm Segal Rogerscasey as senior vice president and senior consultant, with a focus on pension risk and defined contribution (DC) plan consulting.
July 28, 2014 (PLANSPONSOR.com) – Plan sponsors need to carefully consider their options when it comes to choosing a third-party administrator (TPA) for their retirement plans.
July 8, 2014 (PLANSPONSOR.com) – American National Bank of Texas (ANB) has teamed up with several firms to offer a retirement plan services solution known as the Select Open Architecture Retirement (SOAR) program.
June 20, 2014 (PLANSPONSOR.com) – The Department of Labor’s (DOL) ERISA Advisory Council is examining practices for outsourcing employee benefit plan services.
June 5, 2014 (PLANSPONSOR.com) – The effort to de-risk defined benefit (DB) pension plans is an immensely complex task that presents no shortage of challenges or opportunities to retirement plan sponsors and consultants.
June 5, 2014 (PLANSPONSOR.com) - Total retirement outsourcing (TRO) can benefit employers that sponsor both a defined benefit (DB) and defined contribution (DC) plan, said Barbara Best, principal of Capital Strategies Investment Group, speaking at the PLANSONSOR National Conference.
June 4, 2014 (PLANSPONSOR.com) – Amid the discussion of industry best practices at the 2014 PLANSPONSOR National Conference, the question of the retirement plan investment menu and how it has or should evolve came up continuously.
May 12, 2014 (PLANSPONSOR.com) – In an open letter to the Department of Labor, the Retirement Advisor Council contends the regulator’s proposed methodology for assessing the impact of 408(b)(2) fee regulations is flawed.
May 5, 2014 (PLANSPONSOR.com) – Seyfarth Shaw, a law firm specializing in employment and benefits law, unveiled a new Employee Benefits Administrative Service Center for retirement plan clients.
April 30, 2014 (PLANSPONSOR.com) – MassMutual Retirement Services appointed Steven Mendelsohn as national practice leader for the firm’s defined benefit actuarial consulting practice.
April 29, 2014 (PLANSPONSOR.com) – Consulting firm Mercer appointed Scott Jarboe as the next leader of retirement-related consulting services in the firm’s Baltimore and Washington, D.C., markets.