A policy change affecting inherited, or “stretch,” IRAs — which currently allow distributions to be extended over the life of the beneficiary, potentially many years for young... Read More
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Service Providers
BY John Adams | 7/24/2014
Voya Financial, Inc. has launched myOrangeMoney, the latest in the company’s suite of retirement readiness capabilities, which allows individuals to see how accumulated savings translate into... Read More
BY John Ortman | 7/24/2014
Transamerica Retirement Solutions has appointed Bill Feldmaier as division vice president for the company's central region retirement plan sales. Feldmaier will lead Transamerica's team of... Read More
BY John Adams | 7/23/2014
BlackRock has recently published new research exploring the economics supporting a “to” approach to target date funds rather than a “through” approach, or reaching the final... Read More
BY John Adams | 7/21/2014
MassMutual Retirement Services has appointed eight new relationship managers, making for a total of 98 managers who serve more than 36,000 retirement plans. The appointments are part of a plan to... Read More
BY Thomas Rowley | 7/17/2014
Recently my oil indicator light in my car blinked on, confronting me with a critical decision — take care of it immediately or risk serious damage. Ditto when brake or coolant warning lights... Read More
BY Michael Bushnell | 7/14/2014
Envestnet Retirement Solutions, a leading provider of unified retirement technology and services to retirement advisors, has completed its acquisition of Klein Decisions Inc. Klein is a firm that... Read More
BY John Adams | 7/12/2014
Due to the success of Pensionmark Retirement Group’s Advisor Support Program, as well as the aging population of advisors in the marketplace and advisors’ increased interest in transition... Read More
BY John Adams | 7/11/2014
American pre-retirees between the ages of 55 and 64, with median income and retirement savings, could replace as much as two-thirds of their on-the-job earnings in retirement, despite increased costs... Read More
BY John Adams | 7/10/2014
The companies of OneAmerica have launched OneCheck, a set of tools and reports monitoring retirement plan health for participants and sponsors. It contains many tools aiding in retirement... Read More
BY John Adams | 7/9/2014
Transamerica Retirement Solutions has released a report in partnership with the American Hospital Association examining trends affecting DC and DB benefit plans in the not-for-profit health care... Read More
BY Todd Berghuis | 7/7/2014
A recent article appearing in the retirement industry press made a bold, but not necessarily accurate, statement about the consolidation of qualified plan recordkeepers and the services they provide... Read More
BY John Adams | 7/7/2014
Four of Eaton Vance’s mutual funds now offer Class R6 shares: the Eaton Vance Atlanta Capital SMID-Cap Fund, the Eaton Vance Income Fund of Boston, the Eaton Vance Large-Cap Value Fund, and the... Read More
BY John Adams | 7/3/2014
Envestnet Inc. has agreed to acquire Placemark Holdings Inc. for $66 million in cash. Placemark Chairman and CEO Lee Chertavian will join Envestnet as Group President of Envestnet|Placemark, and... Read More
BY John Ortman | 7/1/2014
MassMutual Retirement has appointed Vince Rainforth as national practice leader for not-for-profit (NFP) retirement plans as the insurer looks to expand its footprint in the increasingly competitive... Read More
BY John Adams | 6/30/2014
Allianz Global Investors has hired Robert Cruz to lead retirement sales efforts in the South Central region. Cruz was previously the vice president, defined contribution consultant at BlackRock. He... Read More
BY Fred Barstein | 6/27/2014
The long rumored divestiture of Frank Russell by Northwestern Mutual was completed with the announcement of a sale to the London Stock Exchange. The sale was reported to be for $2.7 billion. Experts... Read More
BY John Adams | 6/26/2014
OppenheimerFunds has announced their new Oppenheimer Emerging Markets Innovators Fund (EMIAX), which is available to retirement plans. EMIAX will invest in small- and mid-cap companies in the... Read More
BY John Adams | 6/25/2014
OneAmerica will acquire City National Bank’s San Diego-based retirement services record keeping business under an agreement between the companies announced June 25. Once the acquisition is complete,... Read More
BY John Adams | 6/24/2014
A new white paper prepared by The Wagner Law Group on behalf of Transamerica Retirement Solutions concludes that the firm’s Retirement Plan Exchange significantly reduces the burden of an employer’s... Read More
BY Fred Barstein | 6/24/2014
After only a month at LPL’s Retirement Partners Group, Paul Mahan returned to Commonwealth, where he was head of their retirement efforts. Mahan will resume the role he held before departing to LPL... Read More
BY Fred Barstein | 6/23/2014
While there are growing questions about the use of a record keeper’s proprietary investments, those questions attract even more attention from regulators and the plaintiff’s bar when proprietary... Read More
BY John Adams | 6/21/2014
John Hancock Retirement Plan Services has hired David C. Hiss as regional vice president, responsible for sales and relationship development with financial representatives and plan consultants in the... Read More
BY John Adams | 6/20/2014
OneAmerica has announced the implementation of a three-region sales and distribution structure for retirement services that is expected to improve geographic proximity, create efficiencies and... Read More
BY Fred Barstein | 6/19/2014
In a classic case of the rich getting richer, Tier 1 DCIOs are getting bigger while smaller, late entrants are lagging as TDFs and QDIAs continue to have a strangehold on DC assets, according to... Read More
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