Americans Underestimate Health Care Costs’ Impact on Retirement Decisions
Health savings accounts and cash flow from annuities can help mitigate too-rosy thinking, says retirement income association fellow.
Vanguard Says Sweeps, Auto Enrollment Still Key in Combatting Savings Gaps
Retirement readiness is strong among many workers, but large gaps remain for plan sponsors and advisers to address.
House Bills Aim to Increase Use, Contribution Amounts For HSAs
Bipartisan legislation looks to address “outdated bureaucratic barriers and red tape” regarding the tax-advantaged health savings accounts.
Former DOL Investigator Starts Firm Targeting 401(k) Fraud
David Donaldson’s Participant I.D. will offer providers and plan sponsors three-factor identify theft protection.
Ascensus Hits $1B AUA in PEPs, Showing Continued Adoption
The firm cites almost 650 employers in their pooled employer plans; meanwhile, Ameritas is launching a 403(b)-specific offering.
Private Real Estate Investment Through DC Plans Continues to Grow
Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to...
Creative Planning CIO Jim Williams Dies at 46
The CIO was ‘admired by clients and colleagues’ and a ‘devoted husband and father.’
Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
MMA’s retirement and wealth head is continuing to build a dual-pronged team that can work across retirement plan advisement and...
Investment Advisers Assume Lower Market Returns, See ‘Safe’ Withdrawal Below 4%
A number of advisers to RIAs are predicting lower historical growth rates on stocks and bonds, posing challenges for retirement...
PBGC Notes Address Change for Delivery of Checks
A new address for paper premium payment checks will start October 6.
As Many Retirees Plan to Work for Fulfillment as for Money, Empower Finds
Personalized advisement remains key for working retirees no matter their circumstances, says a financial adviser with the recordkeeper.
10th Circuit’s ‘Meaningful Benchmark’ Ruling Will Not Stymie Lawsuits, Experts Says
Five circuit courts have now heightened the standard for 401(k) participant lawsuits, but ERISA attorneys do not expect lawsuits challenging...
US Retirement Assets Rise for 4th Straight Quarter Through Q2
Defined contribution plans grew at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research...
SageView’s Long: ‘Tremendous’ Consolidation Still to Come in Retirement, Wealth
The founder, former CEO and now chairman also says serving participants—in or out of plan—will be key to succeeding amid...
The PLANADVISER Interview: Michael Francis, Francis LLC
The advisory head discusses the conflicts of interest risk in merging retirement plan advisement and wealth management, plus why he...
A ‘Slam Dunk’: 401(k) Auto-Portability Network Nears Live Date
A program starts in October giving plan sponsors the option for terminated small plans to automatically port to active 401(k)s...
Conduent to Transfer $2.7B in HSA Assets to HealthEquity
The business processes outsourcing provider will exit the flexible spending account business, and plan sponsors' accounts will transfer to HealthEquity...
From Value Statements to Cold Calls, Advisers Talk Client Attraction
Retirement plan advisers provide insights on how to purposefully connect with potential clients.
Hub Launches 401(k) PEP for Small, Midsize Plan Sponsors
Retirement plan advisers in Hub’s national network will be offering the pooled employer plan with an eye toward reducing plan...
Consumer Researchers Rank Fidelity, American Funds Among Best Digital Experience
J.D. Power and Corporate Insight ranked retirement plan providers on their digital and mobile offerings, showing overall increased satisfaction from...