September 6, 2017
Advisers and Clients Face Difficult, Necessary Discussion about Aging
A new analysis from Pershing argues that, while difficult to start, conversations about aging and passing on wealth can be very fruitful for improving client trust and long-term outcomes.
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Closed DB Plan Nondiscrimination Relief Extended Further
The IRS and the Treasury Department expect that the final regulations regarding closed DB plans will not be published in time for plan sponsors to make plan design decisions based on the final regulations before expiration of previous relief provided.
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2018 Annual Adviser and Plan Sponsor Award Nominations Are Open
Nomination forms for the 2018 PLANSPONSOR Retirement Plan Adviser of the Year and Plan Sponsor of the Year Awards are now available.
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401(k) Portfolio Allocations Changed Dramatically Over 20 Years
Looking over 20 years of the Alight Solutions 401(k) Index (formerly the Aon Hewitt 401(k) Index), two major trends have emerged—401(k) portfolio allocations have changed dramatically, and trading activity has steadily decreased except when market corrections occur, according to an analysis by Alight Solutions.
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SPONSORED MESSAGE FROM Charles Schwab Retirement Plan Services Inc.
Workplace Financial Wellness
Insights on definition, design, and what’s driving decisions for financial wellness programs in the workplace. Learn More>>
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Consider New Strategies for Gen Z Retirement Savers
“Employers and their advisers stand to benefit from making it easy and convenient for these young adults to save and espouse constructive financial habits at a critical time in their lives,” EACH Enterprise says.
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Default Thinking
How to advise sponsors about switching to managed accounts as the QDIA.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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