The current DC system offers a solid foundation for retirement success, but key stakeholders must do their part to ensure a path to financial security in later years, according to Dan Houston,... Read More
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BY John Ortman | 5/7/2014
BY Fred Barstein | 5/5/2014
JP Morgan, one of the leaders in TDF analytics, has released a new version of its Target Date Compass that includes expanded analysis, a more intuitive user front end, simplified charts and a more... Read More
BY Fred Barstein | 5/5/2014
Now that the fanfare about the sale of JP Morgan’s record keeping group to Great-West has settled down, there are a few lingering questions. No one doubts that the sale makes sense, with Great-West... Read More
BY NAPA Net Staff | 5/2/2014
By Jeffrey HemkerA relative about to turn 62 wanted to discuss his retirement with me recently. He had started out as a delivery truck driver and advanced to commercial pricing. His situation looked... Read More
BY John Ortman | 5/1/2014
Goldman Sachs Asset Management will acquire smart beta specialist Westpeak Global Advisors, P... Read More
BY John Ortman | 4/30/2014
Wealth Management Systems Inc. (WMSI) announced today that it has launched the Small Business Retirement Plan Comparison Calculator within Pershing's NetX360 Retirement Resource Center. This new tool... Read More
BY John Ortman | 4/29/2014
BlackRock has expanded its proprietary CoRI retirement suite, enhancing the online tool with a new feature that helps pre-retirees identify savings and investment strategies that can help plan for... Read More
BY John Ortman | 4/28/2014
As part of its commitment to plan advisors, ADP® has introduced “IPS Zero,” an investment platform designed to appeal to advisors who employ a fee-for-service structure with their retirement plan... Read More
BY John Ortman | 4/25/2014
UBS Wealth Management Americas has hired Andrew Duren as Head of Institutional Consulting... Read More
BY John Ortman | 4/24/2014
John Hancock Retirement Plan Services has hired Margaret (Peggy) Santhouse as vice president, National Accounts, responsible for its mid-market distribution relationships with major consulting,... Read More
BY NAPA Net Staff | 4/21/2014
By Jeffrey HemkerFinancial Professionals Only: Contact your Invesco representative for more information.Picture this: Your ready-to-assemble project parts are spread across the floor. Which would you... Read More
BY NAPA Net Staff | 4/18/2014
Blue Prairie Group, a Chicago-based institutional retirement and investment consulting firm, has added DC industry veteran Carmela Elco to its growing network of retirement consultants.Elco will lead... Read More
BY John Ortman | 4/18/2014
More than brand, technology, service, products or even Morningstar ratings, a plan advisor usually chooses a provider — especially a DCIO — based on the quality of their local wholesaler. What... Read More
BY Fred Barstein | 4/18/2014
Though dwarfed by the TIAA-CREF acquisition of Nuveen, Victory Capital announced the acquisition of fellow midwest investment manager Munder Capital. Both firms are backed by Crestview Partners,... Read More
BY NAPA Net Staff | 4/17/2014
OneAmerica has announced the launch of its OneSolution platform, a collection of tools and services to help employers better manage their retirement plans and increase employee participation.... Read More
BY Fred Barstein | 4/16/2014
The mystery surrounding former chief executive Mohamed El-Erian’s departure from PIMCO continues two months after the fact. There has been much speculation, but nary a word of explanation from El-... Read More
BY NAPA Net Staff | 4/15/2014
It’s official: ING US is now Voya Financial Inc., a recent Investment News article notes. The name change is the latest step in a large-scale rebranding effort that started in November 2012, when its... Read More
BY Fred Barstein | 4/15/2014
The recently rebranded CUNA Mutual Retirement Solutions — formerly CPI — has hired six new people in the field to support their 18 external wholesalers. Previously, the entire internal sales group... Read More
BY Fred Barstein | 4/14/2014
While TIAA-CREF has $569 billion in AUM, it has yet to be considered a major mutual fund or DCIO provider, gathering most of its assets through the 403(b) plans it has record kept. That has now... Read More
BY Fred Barstein | 4/14/2014
MassMutual’s Retirement Services group led by EVP Elaine Sarsynski announced major changes in senior management April 14. Most notable is the departure of Hugh O’Toole, head of sales and worksite... Read More
BY NAPA Net Staff | 4/10/2014
MassMutual’s Retirement Services Division has launched its enhanced RetireSmart website to make it easier for participants to prepare for retirement. The enhanced site boasts a more intuitive... Read More
BY Fred Barstein | 4/8/2014
While some mid-market and small record keepers have been heralding the equitable allocation of revenue sharing, very few if any micro market providers offer it. But since June 2013, as a new white... Read More
BY NAPA Net Staff | 4/8/2014
F-Squared Investments has published a white paper on how plan fiduciaries of 401(k) and other retirement plans can address growing participant concerns about market risk and volatility in their... Read More
BY Fred Barstein | 4/7/2014
The acquisition of JP Morgan’s record keeper business by Great-West and the merger with Putnam continues to draw attention. RIABiz notes that the new firm will likely use the Great-West name, which... Read More
BY NAPA Net Staff | 4/7/2014
Fidelity Investments added more than $8.9 billion in new assets in the small- and mid-sized corporate DC market last year, a new high in annual sales for that market and an increase of 7% over the... Read More
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