ProductsFebruary 18, 2016The new "Grow Your Savings" calculator shows the effect of increasing contributions to retirement plans and compound interest on savings.
Data and ResearchFebruary 18, 2016More than two-thirds have consulted an adviser to build a financial strategy.
Client ServiceFebruary 18, 2016Top advisers understand the importance of “the experience
revolution” that has reshaped the way people shop for all types of goods and
services—even defined contribution retirement plans.
ComplianceFebruary 18, 2016Officers of Alliance Home Healthcare illegally distributed assets of the company’s profit sharing plan, a DOL lawsuit claims.
DiversionsFebruary 18, 2016Trading personal information for
discounts is generally viewed as acceptable, but many are leery about data
breaches, spam and over-profiling.
ComplianceFebruary 17, 2016Obama is proposing to cap the accumulation into tax-deferred retirement accounts at $3.4 million.
Client ServiceFebruary 17, 2016Living firsthand through some seriously tough times for defined benefit plans, many pension plan sponsors are turning to advisers and consultants for help.
ProductsFebruary 17, 2016The retirement
plans division of Ameritas Life Insurance Corp. announced the launch of
Ameritas GPS, a “fully transparent mutual-fund based retirement platform.”
ProductsFebruary 17, 2016The Retirement Resource Desk from IFP Plan Advisers will
provide specialist support in the areas of advisory practice management,
reporting and business development.
ProductsFebruary 16, 2016Users of the web-based retirement planning platform RetireUp
are now able to model and illustrate fixed-income annuities from Allianz Life Insurance
Company directly within client retirement income models.
ProductsFebruary 16, 2016Pershing LLC announced the addition of two new recordkeepers
as part of the continued expansion and enhancement of its Retirement Plan
Network.
Data and ResearchFebruary 16, 2016Older investors do not trust robo-advisers.
Data and ResearchFebruary 16, 2016A new report from the Center for Retirement Research at
Boston College finds employee engagement and workplace happiness have a serious—and
sometimes counter-intuitive—influence over retirement planning.
Data and ResearchFebruary 12, 2016Plan advisers should encourage their plan sponsors to revisit the purpose of the DC plan.
InvestingFebruary 12, 2016The first month of 2016 was not an enjoyable time for
investors—with net redemptions from long-term mutual funds and ETFs topping $8
billion.
Deals and PeopleFebruary 12, 2016New hires at OneAmerica, T. Rowe Price, JP Morgan Asset Management and Lincoln Financial Group.
ProductsFebruary 12, 2016Retirement plan advisers can assist plan sponsors in boosting awareness of the Saver’s Credit.
ComplianceFebruary 11, 2016The lawsuit is filed as a class action on behalf of the Arthur J. Gallagher & Company 401(k) plan and all other similarly situated plans.
InvestingFebruary 11, 2016Duration-focused equity and fixed-income exposures have
long formed the basis of large institutional portfolios not tied to the future
income needs of a single individual or family, but today’s forward-looking institutions
are seeking more than “pure beta.”
ComplianceFebruary 11, 2016The IRS proposal would provide guidance about any employer
that has withdrawn from the plan and entered into a “make-whole” agreement to
provide participant benefits.
Data and ResearchFebruary 11, 2016Financial advisers give themselves a B- in short- and long-term business planning.
DiversionsFebruary 11, 2016What’s allowed? What’s not allowed?
Here’s a list of things that won’t fly with the IRS on a tax return.
Practice ManagementFebruary 10, 2016Manning & Napier adviser services executive suggests the
regulatory environment confronting retirement plan advisers and their clients is
about as complex as it’s ever been.
ComplianceFebruary 10, 2016A federal judge found the agreement does dictate important aspects about the participant’s benefits under the 401(k) plan.
ProductsFebruary 10, 2016The Social Security guide and 2016 Medicare booklet can help
with retirement planning.
Data and ResearchFebruary 10, 2016Retirement savings levels needed for those with cancer,
cardiovascular disease, Type 2 diabetes and other health issues vary
considerably from the general population—and from patient to patient.
Data and ResearchFebruary 10, 2016A survey of more than 250 higher education plan sponsors
shows that institutions with advisers have more effective retirement benefit
programs.
ComplianceFebruary 09, 2016While initiatives to expand retirement access get support, the DOL’s
conflict of interest rule and the encouragement of state-run retirement plans do not.
InvestingFebruary 09, 2016Two ways to gird against participant panic: educate participants and build the right bond options into the lineup.
ComplianceFebruary 09, 2016The newly emerged text of President Obama’s 2017 budget
proposal includes hundreds of millions of dollars in proposed funding over the next
decade to encourage wider use of multiple employer plans and related approaches
to workplace retirement savings.
Practice ManagementFebruary 09, 2016More than eight in 10
advisers polled by Eaton Vance report fear is the primary motivator for
clients.
ProductsFebruary 08, 2016Money Intel announced the launch of a 401(k) platform
specifically designed for small- and medium-sized businesses and their employees.
Data and ResearchFebruary 08, 2016The firm says multiemployer DC plan trustees can benchmark
their plans against Segal’s client database.
Data and ResearchFebruary 08, 2016The top area giving employees the most financial stress is saving enough to meet retirement goals.
ProductsFebruary 08, 2016A new managed account approach from Stadion Money Management
reflects some key changes in industry thinking adopted since the Pension
Protection Act popularized aggressive use of the QDIA.
Data and ResearchFebruary 08, 2016Millennials and those with balances lower than $20,000 are at the greatest risk for cashing out.
ComplianceFebruary 08, 2016With the IRS planning to end its determination letter program, retirement plan sponsors will need guidance about what to do.
InvestingFebruary 05, 2016Positive fourth-quarter performance was not enough to pull target-date funds out of negative territory, according to Callan Target Date Index.
InvestingFebruary 05, 2016A negative number, that is.
InvestingFebruary 05, 2016While retirement plan sponsors increasingly see managed accounts as helpful to prepare participants for retirement, more education is needed to increase participant usage.
ComplianceFebruary 05, 2016After seeing their pension risk transfer lawsuits dismissed
in both district and circuit court, tens of thousands of former Verizon
employees hope SCOTUS will have more sympathy.
Deals and PeopleFebruary 05, 2016New hires and promotions at Hamilton Capital Management, SEI, Fiduciary Investment Advisors and more.
Data and ResearchFebruary 05, 2016Word is this Super Bowl will be Broncos quarterback Peyton Manning’s last game before retiring.
Data and ResearchFebruary 04, 2016Households
oppose changing tax incentives for retirement saving, says an ICI survey.
