Callan Associates Inc.

Contract Awards: Adams & Associates Wins $130,300 Federal Contract for Training Services
US Fed News Service, Including US State News; 11/17/2009; 330 words; ...130,300 federal contract to Adams & Associates Inc., Reno, Nev., to provide training services...For more information,contact James M. Callan at 215-861-5036 or e-mail callan.james@dol.gov; Gail M. Thomsen 215...

Callan Develops Advanced Tools to Assess Target Date Fund Performance, Fees and Asset Allocation.
Business Wire; 11/17/2009; 1114 words; SAN FRANCISCO -- Callan Associates today unveiled TDVantage...TDF performance using Callan's Target Date Index...class weights from the Callan TDF Consensus Glidepath...Callan Associates Inc. -- 415.974.5060...

Smaller players foundering in target date fund market; Liquidations likely to increase record keepers' dominance, foster customization.(News)
Investment News; 11/9/2009; 1449 words; ...to data culled from Morningstar Inc. Moreover, experts predict that...contribution practice leader for Callan Associates Inc., an institutional-investment...broker-dealer SagePoint Financial Inc., said that he will be disappointed...

Firms eye embedded guarantees to lure advisers; Pimco, Hancock mull mutual funds that offer guaranteed income or principal protection.(News)
Investment News; 10/19/2009; 1765 words; ...Lockwood Capital Management Inc. last year to launch the...released last month by Cerulli Associates Inc. Titled "State of Retirement...contribution practice leader for Callan Associates, an institutional...Hancock Financial Services Inc. in April 2007 filed an...

EMPLOYERS TAKE CLOSER LOOK AT INVESTMENT RISK.
Workforce Management; 10/19/2009; 880 words; ...contributions practice leader for Callan Associates, a San Francisco-based institutional...their plans. A February survey by Callan Associates found that fund due diligence...Copyright 2009 Crain Communications Inc. All Rights Reserved.