Results for "defined benefit plans"

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Tick, tick, tick: Fannie Mae employees must decide by June 4 on retirement assets

May 26, 2015

Investment advisers and brokers in the Washington, D.C., area may be getting new business from current and former employees of a federal housing agency who must decide within the next week what to do with their retirement funds. The Federal...

Saving for retirement should be advisers' top priority: Wharton's Marston

May 19, 2015

Financial advisers need to encourage their clients to make retirement the most important savings goal, beyond college, recreation or any other goal. That's the bottom line message from Richard Marston, professor of finance at University of Pennsylvania's...

Morningstar is ready to move beyond the style box

April 27, 2015

After years of promoting the style box as a tool to help investors build more diversified portfolios, Morningstar Inc. is emphasizing a “total wealth approach” that could result in dramatically altered investment recommendations for clients....

Are employer savings on health care being reinvested in retirement plans?

April 13, 2015

If you have small-business clients who are moving to lower-cost health care coverage structures, perhaps now is a good time to talk to them about how to reinvest those savings. Namely, by putting it back into the 401(k). Recent data from the...

Focus Financial invests in $600 million wealth manager

April 6, 2015

Focus Financial Partners, the deep-pocketed investor in financial-advisory businesses, said Monday it has taken a stake in a 45-year-old firm managing $600 million in assets. Under Focus' umbrella, the Savannah, Ga.-based Fiduciary Group plans...

BlackRock's iShares avoids trip to the Supreme Court

March 3, 2015

The U.S. Supreme Court has declined to intervene in a lawsuit against BlackRock Inc. by investors who said the company keeps too much of what it makes from lending securities held by its iShares ETFs. The court's decision Monday, which came...

Who needs a cash balance plan? Not just New Jersey

February 25, 2015

A tussle over public pensions in New Jersey has put the trusty cash balance plan in the spotlight, as Gov. Chris Christie's pension panel pitches them as a way to manage the state's funding woes. The New Jersey Pension and Health Benefit Study...

Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark

February 24, 2015

Prudential Financial Inc. and MassMutual have inked a deal with Kimberly-Clark in which the hygiene products company will transfer to the insurers its $2.5 billion in pension liabilities. As part of the deal, Prudential will administer group...

Social Security rules for divorced public employees

February 19, 2015

Divorced couples who were married for at least 10 years can claim Social Security benefits on each other's earnings records as if they are still married. But questions may arise when one of the ex-spouses is a public sector employee. Last week,...

Longer life expectancies are killing pension funds

February 17, 2015

Pension fund strategies never factored in that people would live as long as they're living. It is a real and growing problem. Mamas, don't let your babies grow up to be pension fund managers Stories of investors being ripped off by advisers...

Defined contribution plans doubled asset growth of pensions in 2014

February 11, 2015

Total assets of the largest 1,000 U.S. retirement plans grew 8.5% to $9.055 trillion on Sept. 30, Pensions & Investments' annual survey found. Defined contribution plans among the top 1,000 increased 12.8% to $3.022 trillion, double that of...

Obama's retirement cap might sound good but it has an annuity problem

February 2, 2015

The White House released its 2016 budget Monday, and among other initiatives aimed at raising tax revenue from the richest of the rich, the Obama administration is proposing a cap on how much money a person can have in all of her retirement...

Retirement crisis is real and getting worse: Study

January 27, 2015

More than half of all American households do not have enough put away for retirement, and the problem is getting worse, according to new research from the Center for American Progress. Along with tracking what people are putting away for retirement,...

Vanguard's funds reach new heights

January 26, 2015

Vanguard Group Inc. last week surpassed State Street Global Advisors as the second-largest exchange-traded fund provider, a new milestone following a year that was filled with them. According to ETF.com, a data and analytic website, Vanguard...

Slow start to Obama's grand 'MyRA' retirement savings program

January 20, 2015

Almost a year ago, President Barack Obama outlined a modest but important program designed to encourage workers to save for retirement, especially if they don't have a 401(k)-type plan through their employer. In the 2014 State of the Union,...

Global markets fixate on China's currency play

January 20, 2015

Is the Chinese Yuan the next shoe to drop? The Swiss currency move has turned up the head. A currency peg that is becoming difficult to maintain Money managers around the globe are fixated on a Chinese property management company, which could...

Why security in retirement is often luck of the draw

January 16, 2015

From a historical perspective, clients seeking to retire at the present time are facing a tough environment. This is a matter I've been working to quantify. We all face an intense vulnerability regarding our lifetime sequence of market returns....

Your next client? Meet the six-figure skilled laborer

January 12, 2015

Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks. A recent story in the Wall Street Journal detailed a success story that most financial advisers don't see...

Is your core strategy getting flabby?

December 21, 2014

With a historic amount of assets shifting between asset management firms, many retirement plan advisers and plan sponsors are re-examining their bond investing strategies. Just about every plan participant has an allocation to core bonds, which...

Financial planning issues wrapped into government spending bill?

December 8, 2014

Members of Congress are considering adding provisions to the government spending bill that would impact at least two crucial issues for financial advisers: the DOL's action on fiduciary duty and the right of pensions to cut benefits. On Monday,...

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