Results for "defined contribution plans"

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Money funds may prove a tough sell for clients of SSgA stable-value funds

June 20, 2010

State Street Global Advisors' decision to urge its defined-contribution clients to use money market instruments as their “safe” option now that the firm has closed its stable-value business could be a hard sell with prevailing money market...

Obama's 401(k) rule up in the air after House measure

June 6, 2010

Advisers and broker-dealers who have been racing to prepare for 401(k) fee disclosure rules from the Labor Department are now scratching their heads as to when, or if, such rules will take effect. At issue is a retirement plan fee disclosure...

Survey says most retirement plan participants want advice

April 14, 2010

The number of retirement plan participants who want help with their investments jumped to 58% last year, from 26% in 2008, according to a survey released this week by Spectrem Group. That marks the greatest one-year increase since the consultancy...

Some 401(k) plans are ahead of the curve on transparency of fees

April 11, 2010

As the defined-contribution industry braces for new fee disclosure regulations, some corporate 401(k) plans — including Nestlé USA Inc. and United Parcel Service Inc. — are light-years ahead of the pack in providing participants with fee...

BlackRock's Kristi Mitchem to join State Street: Sources

March 17, 2010

Kristi Mitchem has been tapped to head the defined-contribution business at State Street Global Advisors, according to people familiar with the decision. Last week, InvestmentNews' sister publication Pensions & Investments reported that Ms....

Labor Dept.'s 401(k) proposal could rock pension advice business

February 26, 2010

The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product...

Underserved market for advisers? Women

February 23, 2010

Advisers have a real opportunity to serve the needs of clients who are saving for retirement — especially women. A new survey of defined-contribution-plan participants conducted by Massachusetts Mutual Life Insurance Co. revealed that women...

Bank of America unveils special designation for 401(k) advisers

February 9, 2010

Bank of America Merrill Lynch is establishing an elite new designation for financial advisers who want to work with large 401(k) plan clients. The new designation is part of the bank’s push to become a bigger player in the retirement space....

Government requests information on using annuities in 401(k)s

February 7, 2010

The Labor and Treasury department have put out a request for information on the use of annuities in defined-contribution plans. Both agencies are reviewing the Employment Retirement Income Security Act of 1974, as well as the plan qualification...

Retirement plan groups lobby Congress to allow Roth 401(k) conversions

January 24, 2010

Worried about losing some of the $3 trillion in assets they oversee, defined-contribution-plan administrators have forged a coalition with plan sponsors and retirees to lobby Congress to allow Roth conversions for 401(k) plan participants. The...

Putnam to launch guaranteed fund early next year

December 8, 2009

Putnam Investments is planning to launch a mutual fund with a guarantee in the first quarter of next year. The company also is discussing developing a mutual fund that would use a combination of absolute-return strategies with puts and calls...

Treasury and DoL eyeing regulation of retirement income

December 3, 2009

The Labor and Treasury departments are discussing jointly submitting a request for comment from members of the retirement income industry to determine if there needs to be regulation of the market. “There has been an increasing interest in...

Report: Target date funds expected to boom by 2018

November 29, 2009

Total assets in target date funds will grow to $2.6 trillion by 2018, attracting 80% of new and reallocated flows into defined-contribution plans for the next decade, according to a projection in a recent Casey Quirk & Associates LLC report....

401(k) holders made out OK, says Fidelity

November 20, 2009

If you had a good mix of stocks and bonds in your retirement account and you left it alone through the market madness of the past year, more than likely you're in good shape now. A report by Fidelity Investments released Thursday shows an unexpectedly...

John Hancock retirement unit to open up its retirement plan products to Edward Jones

September 15, 2009

John Hancock Retirement Plan Services today kicked off a relationship with Edward D. Jones & Co. LP, providing the firm’s financial advisers with access to its retirement plan products. Edward Jones advisers now have access to John Hancock’s...

Automatic enrollment quadruples over three-year period among retirement plans run by Vanguard

August 26, 2009

About 20% of the defined contribution plans administered by The Vanguard Group Inc. had adopted automatic enrollment by the end of last year, up from just 5% three years earlier, according to a recent study by Vanguard. “How America Saves...

Sales of 'investment-only' assets shrank less than retail funds, FRC finds

June 2, 2009

Money managers saw assets sold through unaffiliated third-party defined contribution record keepers shrink less than their retail mutual funds last year, according to a report released yesterday by Boston-based Financial Research Corp. Of the...

Target date funds shouldn’t stand alone, most investors believe

May 29, 2009

Two-thirds of investors believe that target date funds need to be combined with other funds to achieve a proper mix for their retirement portfolios, a white paper released yesterday by Janus Capital Group Inc. of Denver suggests. Target date...

More workers move 401(k) savings to stable-fund investments

May 17, 2009

Stable-value funds are the safest investment option available to 401(k) plan participants, but recent problems at two funds illustrate why sponsors should exercise caution in selecting them, according to observers. Stable-value funds invest...

Mercer hires two to bolster DC plan outsourcing

May 12, 2009

Mercer LLC of New York announced today that it has hired two market leaders for its defined contribution plan administration-outsourcing service. Sharan Mitchell Carlisle will serve as market leader for the Great Lakes region, and Steve Gordon...

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