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CIO logo | September 29, 2016
Harvard Endowment Names Columbia’s Narv Narvekar CEO

Current Columbia CIO Peter Holland will replace Narvekar, who takes over Harvard's $36 billion endowment on December 5.

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CIO logo | September 28, 2016
DTE Energy Names CIO

Fiat Chrysler’s Angela Buk will fill the role left open by Paul Cavazos’ summer departure.

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CIO logo | September 26, 2016
2016 Transition Management Survey

Which providers have taken gold, silver, and bronze in this year's survey?

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CIO logo | September 26, 2016
When the Dust Settles

Has transition management finally laid the ghosts of scandals past to rest?

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TRADE logo | September 23, 2016
The Big Interview: Hans-Ole Jochumsen

President of Nasdaq and head of global trading and marketing services Hans-Ole Jochumsen, speaks to The Trade about the exchange’s ever-growing data business...

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GC logo | September 22, 2016
Time for a change of scenery?
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GC logo | September 20, 2016
Scaling forward
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CIO logo | September 19, 2016
Boston University Endowment Hires from Cambridge Associates

Charles Haigh, the consultant’s hedge fund co-head, has joined the $1.6 billion endowment as an investment director.

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TRADE logo | September 19, 2016
Speakers announced for The Trade's MiFID II: Best Execution event in Paris

The Trade announces speakers for the MiFID II: Best Execution event in Paris.

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TRADE logo | September 19, 2016
Leaders in Trading: Buy-side nominations open

The Trade is pleased to announce nominations for this year’s Leaders in Trading buy-side awards are now officially open.

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GC logo | September 16, 2016
Analyse THIS
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PS logo | September 15, 2016
PLANSPONSOR September 2016
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CIO logo | September 15, 2016
PGGM Names Private Markets CIO

The $225 billion Dutch pension has promoted Frank van Lennep to the role vacated by Ruulke Bagijn.

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CIO logo | September 15, 2016
Leaving Asset-Owning Behind

After eight years of exponential growth in the outsourced-CIO sector, investing talent is following.

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PS logo | September 15, 2016
A Personalized Path

Gaining in popularity, managed accounts offer individualized portfolios, but may require some additional education for plan participants

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PS logo | September 14, 2016
What's Online
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PS logo | September 14, 2016
The Time and Place for Legal Counsel

Whether the issues are complex or mundane, plan sponsors look to ERISA attorneys for support.

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PS logo | September 14, 2016
Adviser Benchmarking

A plan sponsor does adviser due diligence—and finds the unexpected

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PS logo | September 14, 2016
Proper Categorization
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PS logo | September 13, 2016
Evaluating Fees and Expenses

What is proper and what is not?

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PS logo | September 12, 2016
Alternative Assets Evolve

Diversity can pay off … in most cases

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PS logo | September 12, 2016
When a Participant Loan Falls Through The Cracks

How to fix a default when repayments have been missed

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PS logo | September 09, 2016
DOL Rule May Impact HSA Administration

If it allows for investing, anyone giving investment advice will need to enter into a best interest contract (BIC) with the plan sponsor or participant

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CIO logo | September 09, 2016
2016 The Knowledge Brokers

Chief Investment Officer's fifth annual list of the world's most influential investment consultants.

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PS logo | September 09, 2016
Affluent Retirees Hold Onto Their Accounts

The research suggests that the discussion needs to shift to spending rather than withdrawal rates

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PS logo | September 09, 2016
Boomers Fear Retirement Risks

Understanding the necessity to plan

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PS logo | September 09, 2016
Are Health Benefit Costs Affecting Retirement Plans?

Healthcare costs are on the rise

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PS logo | September 09, 2016
Rules and Regulations

Summaries of the latest news from Washington and the courts—what’s coming, what’s contemplated and what’s critical for plan sponsors to know

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PS logo | September 09, 2016
Advanced Solutions
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PS logo | September 09, 2016
A Bad Juxtaposition

The recent law suits against 403(b) plans seem to argue that they should be mirrors of 401(k) plans—but anyone who works with 403(b)s knows that is not the case.

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PS logo | September 08, 2016
A Personalized Path
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PA logo | August 16, 2016
The Right Pick
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PS logo | August 13, 2016
2016 Third–Party Administrator Buyer’s Guide

Some say that third-party administrator (TPA) services can surpass what most recordkeepers offer to aid with plan design—and that this is broadening the TPA’s use in the retirement industry. Our first annual PLANSPONSOR Third-Party Administrator Survey provides a detailed snapshot of each TPA respondent, revealing, by its numbers, how it compares with peers in the overall market landscape.

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PA logo | August 08, 2016
2016 PLANADVISER Recordkeeper Services Guide

Scaling the Facts: Understanding adviser-sold recordkeepers

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PA logo | August 08, 2016
2016 PLANADVISER Recordkeeper Services Guide

Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution (DC) client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs.

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PA logo | August 08, 2016
The Right Pick

Improving your business by partnering with a TPA

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PA logo | August 08, 2016
Momentum

The Pension Protection Act propelled plans forward, but experts call for still more improvements

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PA logo | August 05, 2016
Referrals Under the Final Fiduciary Rule

Questions advisers are asking

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PA logo | August 05, 2016
Don't Forget About Sweep Programs

Prohibited transactions under the new fiduciary rule

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PA logo | August 05, 2016
Government Plans Will Receive Face-Lift

The IRS proposes new rules for NQDC plans

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PA logo | August 05, 2016
Servicing Micro Plans

While advisers’ skills are much needed, can the business be profitable?

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PA logo | August 05, 2016
Staying Within Bounds

Does the new fiduciary rule create a fine line between education and advice?

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PA logo | August 05, 2016
Trendspotting

A look at the latest concerns and actions among employees, and what they mean for advisers

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PA logo | August 05, 2016
Capitol News

An adviser eye on Washington

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PA logo | August 05, 2016
Dividing Up the Roles

Considerations when assigning responsibilities

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PA logo | August 05, 2016
What's Online
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PA logo | August 05, 2016
A Work in Progress

While the Pension Protection Act helped to improve retirement plans considerably, there still is a great deal more work to be achieved to help people retire safely

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PA logo | August 05, 2016
The 'Threat' of the PPA

The PPA is the most comprehensive reform of the U.S. pension laws since the enactment of ERISA

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PA logo | August 04, 2016
Momentum
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