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Advisors Need to Quantify their Value

At a sold out TRAU C(k)P session on campus at UCLA Anderson School of Management, the question among experienced advisors is how to show value to clients to stave ...

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MassMutual and Envestnet Paving Future of Managed Investments

MassMutual and Investnet firm positions in Managed Investments The announcement by MassMutual of a collaboration with Envestnet Retirement Solutions has potentially significant ramifications for the DC industry and may ...

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Cafaro-Greenleaf Leads Two TPSU Programs Last Week

Jaimie Greenleaf at TPSU event in Boston area Cafaro-Greenleaf Principal Jamie Greenleaf and Boston-based partner and affiliate Andrea Vassiliadis led TPSU programs last week at Rutgers and Bentley University ...

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Alerus Stepping up with Recent Acquisition

The lessons learned in the Alerus acquisition strategy The recent acquisition of ABG’s affiliate in MN with over $6 billion in DC assets boosting Alerus Retirement to $23 billion ...

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Are Managed Accounts a Viable Alternative for DC Plans?

Though Target Date Funds (TDFs) continue to gain traction in Defined Contribution (401(k) and 403(b) plans) with no end in sight, the attraction is not the vehicle itself – ...

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Obama Administration Focused on 401(k) Plans

In case you have not noticed, President Obama is keenly focus on retirement issues in general and 401(k) plans in particular. The Department of Labor is hell bent on ...

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Deferrals and Matching Compensation Exceeds Annual Limit

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Industry Missing Mark on Employer Fiduciary Concerns

Employers pushed to the background amid fiduciary rule positioning While the DC industry is hyper focused on the DOL’s fiduciary rule and how it will affect their respective business models ...

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