The Markets March 30th, 2021 Data Points: Customization and the QDIA Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary...
Compliance March 30th, 2021 ERISA Attorney Q&A: Customization and Litigation One expert attorney says sophisticated employers with the right internal expertise might want to explore custom default target-date funds, while...
The Markets March 30th, 2021 Industry Views on Customized TDFs, Managed Accounts Customization has significant appeal, but for the vast majority of participants, retirement plan experts say off-the-shelf TDFs are still a...
Client Service March 24th, 2021 Advisers Giving Back: A Big Year (and Day) of Giving for the CCF The CAPTRUST Community Foundation (CCF) raised almost $5 million in 2020, of which it donated a record $1 million, to...
Client Service February 19th, 2021 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax...
Deals & People February 17th, 2021 An M&A Q&A with Voya Retirement CEO Charlie Nelson In a discussion with PLANADVISER, Nelson commented on the recently announced deal that will send 900 retail-focused financial advisers to...
Client Service February 3rd, 2021 Advisers Giving Back: The Barry Family John Barry says giving back has always been important to his firm and his family, though the means of doing...
Compliance January 29th, 2021 DOL Q&A: What’s Next with ESG, Fiduciary and Proxy Regs? The path ahead is clearer for insurance producers and fiduciary investment advisers compared with the potential ambiguities facing broker/dealers, says...
Data & Research January 27th, 2021 Pandemic Lessons: The Importance of the Savings Hierarchy Sources agree that, without a solid foundation of advice about the ‘savings hierarchy,’ even successful investors can find themselves short...
Client Service January 25th, 2021 Advisers Giving Back: Gallagher and the Special Olympics Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting...
Data & Research January 22nd, 2021 Some Say Union Revival Could Address Retirement Insecurity Data from the Bureau of Labor Statistics shows the U.S. now has the fifth lowest trade union density of the...
Compliance January 19th, 2021 Democrats Have Won the Power to Fix Union Pensions A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be...
Client Service January 15th, 2021 Advisers Giving Back: Rita Fiumara and the Financial Literacy Gap Providing Barron’s magazine subscriptions to graduate students at her alma mater is one way Rita Fiumara, a retirement plan specialist...
Client Service January 14th, 2021 Best Candidates for Annuities Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and...
Client Service January 7th, 2021 Client Considerations as PEPs Come Online Sources say advisers should expect more questions about pooled employer plans as the year unfolds and this new marketplace develops.