Tag: Outsourcing

SEI Adds Alternatives Specialist

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.

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 administrator (TPA) for their retirement plans.

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 retirement plan services solution known as the Select Open Architecture Retirement (SOAR) program.

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 presents no shortage of challenges or opportunities to retirement plan sponsors and consultants.

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 defined contribution (DC) plan, said Barbara Best, principal of Capital Strategies Investment Group, speaking at the PLANSONSOR National Conference.

PSNC 2014: Investment Diversification

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.

Mercer Appoints DC Market Leader

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.