Investment advice

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  1. Tennessee in hunt for third-party administrator for 3 plans

    trueTennessee 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.

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  1. Financial Engines picks executive VP of distribution, institutional sales

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

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  2. Western States Insulators & Allied Workers goes with MassMutual - Pensions & Investments

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

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  3. P&I / Rocaton Defined Contribution Survey, part 2

     

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  4. Gwinnett County in hunt for investment advice provider

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

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

     

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  6. A little help here: Advice aids DC participants’ returns

     

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  7. Borzi says investment advice regs coming soon

     

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  8. Schwab: About 8 of 10 participants can get advice

     

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  9. Dimensional unveils DC plan tool that operates on autopilot

    trueThe tool, which was designed by Nobel laureate Robert Merton, makes investment decisions for DC plan participants, and nags them to increase deferral rates.

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  10. DOL widens DC advice window

     

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  11. DC plan participants like help but won't pay, survey says

    trueClose to half of defined contribution plan participants still turn to friends and family for advice about their retirement plan assets, according to a new survey.

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  12. Solid foundation: Face to Face with Drew Carrington

    trueCalling automatic enrollment and auto-escalation programs "game-changing," Drew Carrington says UBS is poised to do just that even though the firm only joined the game shortly after the passage of the Pension Protection Act of 2006.

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  13. Fees, default options dominate defined contribution industry talk

    trueFees and qualified default investment options were among the hottest topics at Pensions & Investments ' 16th annual East Coast conference earlier this month in Palm Beach Gardens, Fla.

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