Broadridge acquires custody assets from TD Ameritrade; The Standard promotes and hires industry consultants; Regional sales consultant joins TRA; and more.
Speaking about RESA, J. Mark Iwry, nonresident senior fellow - Economic Studies at the Brookings Institution, said during an event, “If the legislation cannot be changed, maybe regulations following passage of the legislation can shore up the safe harbor.”
Vestwell and Morningstar create 3(38) service; GSAM announces first actively managed ETF; Lyxor Americas launches hedge fund program for institutional investors; and more.
The retirement planning challenges facing workers today are by no means new or novel, nor are the many different types of solutions being debated by academics and policymakers.
INSIDE THE MAGAZINE PLANADVISER March/April 2019
The one in Detroit will take place on June 5 and in Wilmington, Delaware, June 25
Among all age groups, 76% think people in their generation will have a harder time achieving financial security in retirement than their parents, the Transamerica Center for Retirement Studies found.
With only 19% of workers who are offered a financial wellness program using it, employers need to take a new approach, according to MetLife
The district court rules SafeWay’s dismissal motions conflate the principle that investment decisions should not be evaluated based on hindsight with the need to use historic information available at the time the decision was made.
A survey reveals points about which small business owners could be educated to incent them to offer retirement plans for employees and save for retirement themselves.
Clients with high-deductible health care plans can use the solution to put aside money on a tax-favored basis for eligible health-related expenses.
Brokers who were happy to see a federal-level uniform fiduciary rule rejected by an appeals court last year may now be rethinking their stance as a patchwork of state-level rules comes to the fore.
It is available for all plan participants through CUNA Mutual Retirement Solutions’ BenefitsForYou website, and there is no cost to participants or plan sponsors.
During 2018, the $20 billion club shifted asset allocations significantly away from risky assets and into fixed income, Russell Investments found.
As the product set expands, knowledge about the topic of “ESG investing,” and how this relates to ERISA’s demands, is expected by many plan sponsor clients and prospects.
Nearly two-thirds of 401(k) consultants and advisers believe sponsors want to continue to serve workers once they retire, PIMCO learned in a survey.