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inside the magazine March-April 2017

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Deals and PeopleMay 12, 2017

Retirement Industry People Moves

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

InvestingMay 11, 2017

Fixed-Income Holdings Can Make Or Break TDF Performance

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger risk-adjusted returns and manage volatility.

ComplianceMay 09, 2017

State-Run Plan Momentum Likely to Continue

One retirement industry CEO argues the recent effort by Congress to remove the ERISA safe harbor protections for state- and city-run retirement plans offered to private-sector workers won’t have much of an effect.