TITLE

…Scraps Consultant Search

AUTHOR(S)
Sorondo, Marc
PUB. DATE
October 2005
SOURCE
Investment Management Weekly;10/17/2005, Vol. 18 Issue 39, p1
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Reports on a decision by the Iowa Public Employees' Retirement System to cancel its consultant search to replace Wilshire Associates, as of October 2005. Reason behind the suspension of the search; Main factor that contributed to the cancellation of the search; Conditions recommended by the evaluation committee in launching a new search.
ACCESSION #
18602002

 

Related Articles

  • Protection principles. Jelley, Colin // Money Marketing;10/2/2008, p59 

    The article focuses on the cut-off date of the pre-A-Day pension funds on April 5, 2009 in Great Britain. According to the author, the next April would be the end of the tax year and the beginning of a new cycle of financial planning, but will also the date where clients are able to register...

  • LETTERS. Bom, Robert; Craig, Bob; Denne, Matthew // Money Management;4/7/2005, Vol. 19 Issue 11, p14 

    Presents letters to the editor about financial planners in Australia. Federal government's plan to introduce legislation to give employees under State Award systems superannuation choice of fund; Direct share ownership for financial planners; Decline in consumer complaints against financial...

  • Choosing to do it yourself. Cotis, James // Money Management;4/7/2005, Vol. 19 Issue 11, p28 

    Discusses factors to be considered by financial advisors when establishing a self-managed superannuation fund for a client in Australia. Appropriateness of the fund; Procedural steps to be followed when setting up a self-managed superannuation fund; Accreditation required for advisers.

  • Keeping on top of SMSF compliance. Abbott, Grant // Money Management;4/7/2005, Vol. 19 Issue 11, p30 

    Discusses the legal liability of financial planners who assume responsibility for a client's self-managed superannuation fund (SMSF) in Australia. Primary responsibility of a trustee concerning compliance documentation; Planners' liability for any loss incurred in respect of an investment by the...

  • HIRINGS.  // Pensions & Investments;12/10/2007, Vol. 35 Issue 25, p25 

    The article provides information about the hiring of investment advisor firms by several retirement systems. Colorado Public Employees' Retirement Association of Denver, Colorado has appointed the PAX World Balanced fund to manage its 401(k) and 401(a) plans. Wilshire Associates Inc. of Santa...

  • LETTERS. Alt-Cooper, Gretchen; Johnston, Peter; Russell, Marj // Money Management;2/16/2006, Vol. 20 Issue 5, p12 

    Several letters to the editor are presented in response to articles published in previous issues including a piece on the demise of Westpoint and the fallout from advisers working with product providers in the self-managed superannuation fund space, and Allan Abrahams' views about commissions in...

  • Citizens advice.  // Money Marketing;1/6/2005, p34 

    This article informs that a pension debate has been triggered by two recent reports and the resolution of that debate could have a major impact on the way financial planners get people off means testing. The current system is less generous to women because it gives less state pension for...

  • DANGER SIGNS. PALESTRANT, VITA // Money (Australia Edition);Aug2015, Issue 181, p62 

    The article discusses the importance of assessing the performance of a superannuation fund. Topics mentioned include an overview of warning signs of an underperforming super fund such as poor returns, oversight structure, and downside protection, advice on financial planning specialist Max...

  • FPA introduces super checklist.  // Super Review;Mar2007, Vol. 21 Issue 2, p4 

    The article reports that the Financial Planning Association (FPA) has released a checklist that will enable its members to deal with client enquiries regarding superannuation switching more effectively. The checklist has been so designed that financial planners will get to know where they are...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics