I have several mutual funds that hold Microsoft stock ... an annuity is not comparable to a savings account, checking account or certificate of deposit. Marketing materials distributed by the bank often make this point clear. "Not FDIC insured," "no.
To capitalize on the fast-growing smart beta segment of the ETF industry, Transamerica Asset Management, Inc. last month launched DeltaShares by Transamerica with a suite of strategic beta ETFs. The DeltaShares suite includes four ETFs designed to .
Belle Haven Investments ' Brian Steeves Named World's Top Portfolio Manager - Age 40 and Under PR Newswire (press release.
Talk about dashed expectations. A study published recently from the Transamerica Center for Retirement Studies (TCRS) finds that 77% of employers believe many of their employees plan to continue working after they retire and 47% say many of their .
As for the 403(b) Plan, plaintiffs claim that the compensation arrangement with Lincoln from 2009 to 2011 was based entirely on Lincoln's receipt of revenue sharing payments from the 403(b) Plan's investments, but again, they do not know how much.
Like so many other financial-services companies, Transamerica - best known for its pyramid-shaped building that graces San Francisco's skyline - has entered the booming mutual-fund business. But unlike the often stodgy funds marketed by many other.
BALTIMORE, May 17, 2017 /PRNewswire/ -- Transamerica today announces the availability of a new, first-of-its-kind, hospital indemnity insurance policy designed specifically for hospital systems and provider-owned health plans. Transamerica Provider .
but here again mutual funds can help. There are money-market funds and bond funds that invest only in municipal issues. - IRAs. Many have forgotten about the individual retirement account since rules on the tax deductibility of IRA contributions were.
Transamerica is also discontinuing sales and marketing support for its TGIF, GIA (Guaranteed Interest Account), SPIA (Single Premium Immediate Annuity) and mutual funds, but these remain available for purchase and deposits. “This rebalancing of our.
Green denotes funds with a sustainable mandate—ESG-focused, socially responsible, or religious. The others come by their sustainable portfolios via their stock-picking process. The ranking was based on data provided by independent research firms .
Each fund uses a substantially similar risk management methodology focused on a specific index. The DeltaShares S&P 500 Managed Risk ETF (DMRL n/a), the DeltaShares S&P 400 Managed Risk ETF (DMRM n/a) and the DeltaShares S&P 600 Managed .
Institutional Class Shares MSCI US Mid Cap Value USD 88% Northwestern Mutual Series Fund, Inc: Small Cap Growth Stock Portfolio Russell 2000 Growth TR USD 88% Transamerica Partners Funds Group: Transamerica Partners Mid Growth S&P MidCap 400 Pure Growth TR.
BALTIMORE, May 23, 2017 /PRNewswire/ -- Transamerica today announces the Transamerica Sage Cash Balance Solution to help small and mid-size businesses with retirement planning. An employer that sponsors a cash balance retirement plan will consult with.
And, at more and more 401(k) and profit-sharing plans, this takes the form of a target-date fund , a diversified mix of investments chosen based on a participant's age or years until retirement. Two-thirds of plans offer target-date funds , the survey.