Browsing Tag
Retirement Planning
341 posts
8 Questions to Ask About 401k Plan Administration
Your clients look to you for counsel and advice—especially when it comes to fulfilling fiduciary obligations around ERISA-mandated…
Morningstar to Compare Mutual Funds with ETFs
While experts contend it should never be an either/or decision when deciding on mutual funds and ETFs in…
401k Provider Symmetry Partners Hires Former Blackrock Exec
Asset management and 401(k) provider Symmetry Partners has hired former BlackRock director Timothy Baker, CFA, as director of product…
401k Firm CLS Investments Names New CEO
In a surprise announcement, 401(k) managed portfolio provider CLS Investments said Ryan Beach has been named CEO, replacing…
The End of Dodd-Frank?
“Economic growth for all, bank bailouts for none.” It’s part of the language included in an announcement last…
CEO Under Fire for 401k Salary Deferral Mismanagement
A lesson in trust and the timely remittance of deferrals. The CEO of a nonprofit mental-health agency in Ohio…
10 Facts About 401(k) Plans: Investment Company Institute
If any workers (and employers, for that matter) are hemming and hawing at your next education and enrollment…
Senators Introduce Bill to Consolidate 401k Form 5500
Claiming only 22 percent of workers at small firms currently have access to a workplace savings plan, Senate…
Strategic Beta ETF Outlook in 401ks?
They’re getting all the attention. So-called strategic beta ETFs are increasingly popular, and will comprise 20 percent of client ETF portfolios…
Big Opportunity in Small 401k Plan Market
Think small to go big—at least with 401(k)s. That appears to be the lesson from the August 2016…