Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive positive change in 2018; might a “new” Pension Protection Act be on the horizon?
I am pleased to roll out a new PLANADVISER initiative that I think is long overdue: Advisers Giving Back.
The Department of Defense is initiating the Blended Retirement System on January 1, 2018.
Experts remind retirement plan sponsors of deadlines for 2017 year-end, and also offer some tips.
Experts suggest an additional annuity safe harbor regulation is unlikely and perhaps even unneeded for promoting greater use of in-plan lifetime income solutions, given that sponsors’ hesitation is often misplaced.
The executive director of the Aspen Institute Financial Security Program, reflecting on a recent summit of government and industry leaders, suggests the stars may finally be coming into line for open multiple employer plans.
When it comes to the possibility of a uniform advice standard for advisers and brokers coming from the SEC, one attorney argues “things are still very much in a wait-and-see mode,” despite increased chatter among lobbying organizations about the possibility.
The head of Wells Fargo Institutional Retirement and Trust reflects on a strong boost in investor optimism measured in a recent survey published by the firm—and on the specter of ballooning health care cost projections.
An open letter penned by the Consumer Federation of America warns that some players in the investing industry may be sending false signals as to the impact of the widespread shift toward fee-based accounts.