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J.P. Morgan Revamps Engagement Program

March 10, 2014 (PLANSPONSOR.com) – With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored...
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What’s Wrong with Benchmarking?

March 10, 2014 (PLANSPONSOR.com) - The focus on comparison rather than outcomes is misguided, and comparing one retirement plan to another can be pointless, says Josh Itzoe, partner...
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Envestnet Releases Liquid Alternative Portfolios

March 6, 2014 (PLANSPONSOR.com) – The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations...
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Fidelity Emphasizes Outcomes with New Suite

March 6, 2014 (PLANSPONSOR.com) - Inspired partly by the way Amazon understands and uses customer behaviors, Fidelity Investments rolled out a suite of tools and technologies with a...
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BPAS Launches Plan Health Assessment Tool

March 3, 2014 (PLANSPONSOR.com) – BPAS, a provider of retirement plan administration services, launched the “Retirement Gap Report” to help its clients assess the overall health of their...
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Rethinking the 4% Withdrawal Rule

February 27, 2014 (PLANSPONSOR.com) – Financial professionals often suggest a 4% annual withdrawal rate for retired workers living off accumulated assets, but one service provider is pushing a...
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Wells Fargo Centralizes Client Account Data

February 26, 2014 (PLANSPONSOR.com) – Those with retirement plans and health savings accounts (HSAs) offered by Wells Fargo can now track account information via a central online location.
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PSCA Opens 403(b) Plan Survey

February 25, 2014 (PLANSPONSOR.com) - Non-profit organizations that sponsor 403(b) plans are asked to participate in the 2014 Plan Sponsor Council of America (PSCA) 403(b) Plan Survey.
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Collective Investment Trust Takes TDF Approach

February 21, 2014 (PLANSPONSOR.com) – Investment services provider American Century Investments launched a collective investment trust (CIT) designed for defined contribution (DC) participants that incorporates the firm’s One...
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A 10% Savings Challenge to Offer Employees

February 19, 2014 (PLANSPONSOR.com) - The Principal Financial Group is issuing a 10% savings challenge to retirement plan participants and a new way to track progress through a...
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New Guide Supplements DOL TDF Tips

February 18, 2014 (PLANSPONSOR.com) – The Defined Contribution Institutional Investment Association (DCIIA) has released a white paper titled, “DCIIA Guide to U.S. Department of Labor Tips on Selecting...