Investment advice

DC East conference themes focus on litigation, regulation, cybersecurity threats

DC East conference themes focus on litigation, regulation, cybersecurity threats

Litigation, regulation, legislation and some consternation emerged as dominant themes at the annual Pensions & Investments' East Coast Defined Contribution Conference, held March 1-3 in Miami.

March 04, 2015 | 06:53 pm

Charts: Advice seekers in DC plans

A recent study revealed differences in who seeks advice from plan sponsors in defined contribution plans.

February 23, 2015 | 12:01 am

U.S. Chamber of Commerce warns of fiduciary rule overkill

A new fiduciary rule proposal expected shortly from the Department of Labor could have negative unintended consequences, said benefits policy experts at a U.S. Chamber of Commerce forum Friday.

February 20, 2015 | 03:46 pm

Aon Hewitt: DC plans sharpening tools for retirement planning

Defined contribution plans are expanding efforts to provide financial advice and retirement planning tools, said a survey from Aon Hewitt published Wednesday.

January 14, 2015 | 03:54 pm
DOL fiduciary rule proposal on track for January

DOL fiduciary rule proposal on track for January

The Department of Labor will propose a new fiduciary rule in January 2015, said an updated regulatory agenda issued by the Office of Management and Budget.

November 25, 2014 | 01:45 pm
Precision, flexibility vital for DC plans, say speakers at P&I conference

Precision, flexibility vital for DC plans, say speakers at P&I conference

Defined contribution executives need to be both precise and flexible in the managing of their plans, according to fellow sponsors, consultants and providers who spoke at the annual Pensions &...

October 29, 2014 | 01:24 pm
White-label funds on rise for DC plans

White-label funds on rise for DC plans

Defined contribution plan executives increasingly are replacing brand-name mutual funds with no-name options, trying to simplify investment lineups, increase portfolio diversity and reduce fees.

October 27, 2014
Exelon powers up major 401(k) plan changes

Exelon powers up major 401(k) plan changes

Exelon Corp. has overhauled the design and investments of its $6.2 billion 401(k) plan, seeking to provide greater diversification and simplicity while reducing costs.

September 29, 2014
 Lawsuit against Financial Engines a red flag for plan executives

Lawsuit against Financial Engines a red flag for plan executives

GRQ Investment Management filed a lawsuit Aug. 8 against Financial Engines and Financial Engines Advisors in U.S. District Court claiming Financial Engines infringed on a pair of patents belonging to ...

August 12, 2014 | 11:14 am

Sacramento utility seeks consultant for two DC plans

Sacramento (Calif.) Municipal Utility District is searching for an investment consultant for its $208 million 401(k) and $99 million 457 plans

August 11, 2014 | 02:47 pm
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