Investment advice

DOL fiduciary rule delayed until 2015

DOL fiduciary rule delayed until 2015

A proposed rule updating the definition of a fiduciary will not come out in 2014, according to the Department of Labor regulatory agenda published May 23 in the Federal Register.

May 27, 2014 | 04:05 pm
Building Portfolios For Long-Term Growth

Building Portfolios For Long-Term Growth

Andrew Euretig, Associate Portfolio Manager of the Artisan Non-U.S. Growth Strategy, describes how the investment team identifies companies poised for future earnings growth.

May 26, 2014 | 12:01 am
Real Estate Investing

Real Estate Investing

Three seasoned investment professionals debated the best approaches to real estate investment for institutional investors, provided insight into some of their best ideas for 2014 and beyond, and...

May 12, 2014 | 12:01 am

Tennessee in hunt for third-party administrator for 3 plans

Tennessee Department of the Treasury, Nashville, is searching for a third-party administrator for the state's 457 and 401(k) plans, and 529 college savings plan.

April 04, 2014 | 12:40 pm

Florida names finalists for 401(a) financial education, advice

Florida State Board of Administration named Ernst & Young Investment Advisers, Financial Engines Advisors and Financial Soundings Investment Advisor as finalists in a search for financial education...

December 05, 2012 | 03:34 pm
Financial Engines picks executive VP of distribution, institutional sales

Financial Engines picks executive VP of distribution, institutional sales

Paul Gamble was named executive vice president of distribution and institutional sales at Financial Engines.

December 04, 2012 | 02:57 pm

Western States Insulators & Allied Workers goes with MassMutual

Western States Insulators & Allied Workers Individual Account Plan hired Massachusetts Mutual Life Insurance to provide record keeping and educational services.

November 01, 2012 | 03:13 pm

Gwinnett County in hunt for investment advice provider

Gwinnett County Retirement Plans Management Committee is searching for an investment advice provider for its combined $196 million 457 and 401(a) plans.

March 21, 2012 | 12:02 pm

DOL issues final rule on 401(k) investment advice exemptions

The Department of Labor on Monday finalized a rule spelling out permissible scenarios for giving investment advice to 401(k) participants without running afoul of prohibited transaction rules.

October 24, 2011 | 12:01 am

A little help here: Advice aids DC participants’ returns

Defined contribution participants who used professional financial advice and management assistance had higher returns between 2006 and 2010 than those who didn’t, according to a new report by Aon Hewitt and Financial Engines.

September 26, 2011 | 04:24 pm

Borzi says investment advice regs coming soon

Final regulations on investment advice to plan sponsor clients should be released in the next week or two.

September 12, 2011 | 05:32 pm

Schwab: About 8 of 10 participants can get advice

Eighty-one percent of Charles Schwab’s record-keeping clients made investment advice available to its 401(k) plan participants as of June 30, compared to 58% as of year-end 2007, according to new research from Schwab.

September 08, 2011 | 03:45 pm