Strategies

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  Investing in major league sports

  By Rich White  |  June 13, 2013

  It might be a dream, but investing in a favorite team is not always a touchdown or home run for the client.

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  Life after fee disclosure

  By Pam Black  |  June 12, 2013

  Advisors, TPAs and plan sponsors agree: For participants, it was a nonevent when the DOL required fee disclosure to participants.

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  Dare to be different

  By Jerry Ripperger  |  June 12, 2013

  Let’s face it, most companies have no shortage of financial pros calling with offers to assist with the 401(k) and other retirement plans. ESOPs can be your differentiator.

• Institutional investors confident they can manage risk

  By Paula Aven Gladych  |  June 10, 2013

  Institutional investors are confident they know how to manage risk, despite market swings, inflation and weaker returns.

• LIMRA projects a retirement boom post boomers

  By Michael K. Stanley  |  June 6, 2013

  Guess what? The number of Americans reaching 65 years old each year will continue to grow beyond the boomer generation.

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  Behavioral finance techniques really work in 401(k)s

  By Chris Carosa  |  June 6, 2013

  If you’re a 401(k) plan sponsor constantly worrying about failing the annual nondiscrimination test, read this right now.

• DOL launches online retirement toolkit

  By Paula Aven Gladych  |  June 6, 2013

  The U.S. Department of Labor has launched an online retirement toolkit to help workers navigate the murky waters of Social Security, Medicare and Medicaid.

• Illinois governor prepared to call session on pensions

  By Sophia Tareen  |  June 6, 2013

  Gov. Pat Quinn dangled the possibility this week that he'll call lawmakers back for a special session on Illinois' nearly $100 billion pension crisis.

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  South Carolina retirees kept out of settlement briefing

  By Seanna Adcox  |  June 6, 2013

  South Carolina retirees say they have a right to know how a settlement between the state treasurer's office and the Bank of New York affects the trust fund that pays their pensions.

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  New competitor in the retirement plan market: state government

  By Tim Minard  |  June 5, 2013

  Don’t look now but a state government near you, perhaps your own, may be thinking about getting into the retirement plan business, competing against you to offer plans to private-sector workers.