Results for "defined contribution plans"

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Fidelity adds $37.2B in defined contribution assets but pace slows

July 22, 2014

Fidelity Investments scooped up $37.2 billion in assets under administration during the first half of the year, bringing on some 1,093 new retirement plans. The new sales raised Fidelity's assets under administration for defined-contribution...

Supreme Court rejects stock-drop defense often used in 401(k) cases

June 27, 2014

The Supreme Court on Wednesday unanimously rejected a frequently used, successful defense by companies against stock-drop lawsuits filed by defined contribution plan participants. In a 9-0 decision, the justices said a “presumption of prudence”...

Hartford Financial Services Group names a new CEO

June 9, 2014

Hartford Financial Services Group Inc. promoted Christopher Swift to chief executive officer to replace Liam McGee, who is stepping down after a medical procedure related to a brain tumor. Mr. Swift, the 53-year-old chief financial officer who...

Guaranteed features propel indexed-annuity sales

June 6, 2014

Just as living benefits helped drive broker-dealers' variable annuity feeding frenzy years ago, these guaranteed features appear to be propelling firms' sales of indexed annuities. Broker-dealers and wirehouses have taken a particular shine...

Vanguard passes Fidelity to become No. 1 in 401(k) assets

June 6, 2014

Vanguard Group Inc. managed the most money in 401(k)-type retirement plans last year, passing longtime leader Fidelity Investments. Vanguard had $613.5 billion in defined contribution assets as of Dec. 31, compared with $612.4 billion for Fidelity,...

The retirement apocalypse that isn't coming

May 26, 2014

Grandma's much-anticipated Arctic cruise becomes a slow drift away on an ice floe. Grandpa mortgages his kidneys to pay for a new heart. Social Security is deader than disco and "IRA" only refers to guys named Ira. That bleak vision is only...

Potholes litter road to ETF investment by DC plans

May 19, 2014

With the very public launch of an ETF-only 401(k) plan option by Charles Schwab Corp., might some defined-contribution plan executives finally be willing to give exchange-traded funds a try? According to Steven Anderson, president of Schwab...

Bond ladders for fans of portfolio safety

May 11, 2014

While it might be tempting to start finagling with fixed-income allocations as the next rising-interest-rate cycle draws nearer, proponents of bond ladders say the tried-and-true strategy works in all cycles if safety is your guide. "When it...

A case for private equity in DC plans

May 11, 2014

There's a paradox in the retirement products world. While defined-benefit plans have historically invested broadly across asset classes, including private equity, defined-contribution plans have not. Financial advisers can reasonably expect...

Baby boomer, Gen X women fear not having enough retirement savings

May 7, 2014

Most female baby boomers and Generation Xers fear they will not have sufficient money for retirement, a situation that's creating an opportunity for financial advisers, according to a report released Wednesday by the Insured Retirement Institute....

The best- and worst-performing target date funds

April 23, 2014

Target date 2016-20 3-month return 1-year return 3-year return 5-year return Net assets ($M) Expense ratio* Top 10 Manning & Napier Target 2020 I (MTNIX) 2.60% 11.40% 8.31% 14.36% $177.8 0.86% Legg Mason Target Retirement 2020 A (LMWAX) 2.34%...

DeWaay settles with Labor Department over retirement plan recommendations

April 14, 2014

Famed financial adviser Donald Gene DeWaay Jr. has reached a settlement with the Labor Department to pay $341,487 to 68 retirement plans following federal investigations into some of his firm's sales. The DOL's Employee Benefits Security Administration...

Great-West Financial to acquire J.P. Morgan retirement unit

April 3, 2014

Great-West Financial will acquire J.P. Morgan Retirement Plan Services, further boosting its profile as a retirement plan record keeper. J.P. Morgan Retirement Plan Services brings with it some 200 clients, 1.9 million participants and $167...

New flavor of outsourced fiduciary for retirement plans hits the market

April 2, 2014

Retirement plan service providers want to up the ante in the world of outsourced fiduciary services, touting the latest flavor: an ERISA 3(16) fiduciary plan administrator. The newest offering of fiduciary duty under Section 3(16) of the Employee...

Account opening is No. 1 tech concern: Survey

April 2, 2014

The challenge of capturing account-opening data has replaced social-media archiving as advisers' primary technology concern, according to a survey conducted by advisory think tank Beacon Strategies. In fact, 96% of the 55 broker-dealers surveyed...

10 things every outsourced retirement plan services agreement should have

April 2, 2014

As retirement plan sponsors try to outsource more of their fiduciary duties, advisers ought to stay on top of the agreements providers draft when offering their services. The latest flavor of fiduciary services — called 3(16) services —...

Small retirement plan fiduciaries drowning in new fee disclosures

March 13, 2014

As the Labor Department prepares to ask small retirement plan fiduciaries about their experience with fee disclosures, advisers are confirming one of the agency's major suspicions: They are still too long. Earlier this week, the Labor Department...

Investors brace for a rocky ride with stocks

February 3, 2014

With Seattle, an NFC team, winning the Super Bowl Sunday, stocks are going to rally this year, right? Not so fast. It may happen but it won't be smooth, some say. Stock investors brace for a bumpy ride Assets in defined-contribution plans grew...

You can thank or blame Richard Stanger for writing 401(k)

February 3, 2014

We've been looking for someone who was involved in actually writing section 401(k) of the U.S. Tax Code more than 35 years ago, read the e-mail to Richard Stanger. “Yes, that's me,” he wrote back. Mr. Stanger was a primary author of a little-noticed...

BlackRock creates U.S. retirement group led by Chip Castille

January 16, 2014

BlackRock Inc. is creating a dedicated U.S. retirement group and placing Chip Castille, the head of its defined-contribution business, at the helm, the company said Thursday. The U.S. retirement group will focus on the issues facing those who...

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