The president’s budget proposal may be short on retirement reforms, but members of Congress are already looking beyond the SECURE Act.
Among the most popular ideas for the use of blockchain is creating verified digital identities for participants, while others hope to use artificial intelligence to scale up personalized services.
Generous and well-designed employee benefits are even more essential when the unemployment rate dips well below 4%—and so is cultivating a sense of trust and inclusion among the workforce.
How is an advisory practice’s value measured? What determines the revenue measurement—or the multiple?
What should advisers understand about the patterns of inheritance, and how can they be prepared to help their clients make the most of any windfall?
Nonprofits and other sponsors of 403(b) plans need the fiduciary and investment expertise of specialist retirement plan advisers.
One of Sentinel’s many charitable engagements has directly benefited a little girl named Cora, the granddaughter of a longtime employee, who was born with a severe congenital heart condition.
The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that include the consulting services of an independent registered investment adviser.
“There is a lot of work that some clients should do right away—it’s actually imperative to address these issues in a timely fashion,” warns Jamie Hopkins at Carson Group.
Roughly 80% of participants initially accept target-date funds when they are offered as the default investment, although acceptance declines to approximately 70% after five years of participation.
Giving retirement plan sponsors legal protections when they offer lifetime income products doesn’t change the fact that investors generally have low opinions of annuities.
As have previous years, 2019 brought major settlements and decisions in retirement-plan focused litigation, including some precedent-setting appellate and Supreme Court decisions.
The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020.
Wells Fargo, PSC, Aspire, Charles Schwab, Hub International, CAPTRUST and many other firms have been involved in significant merger and acquisition activity this year.
Under the CBIZ Cares program, employees at CBIZ’s 100 offices around the nation are encouraged to volunteer their time in their local communities.