Justin Sibears, with Newfound Research, also cites their proliferation into so many specific areas of the market as a benefit of ETFs.
“If the whole DC plan advisory industry could have a do-over from say, 20 years ago, I think there would probably be much more of an emphasis from a lot of different firms on the 3(38) arrangement,” says CAPTRUST CEO Fielding Miller; in an exclusive interview, he describes in detail the firm's success building scale in the 3(38) fiduciary advice market.
In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking on Social Security claiming strategies—and a failure to coordinate these effectively with the drawdown of DC plan assets.
Our series of exclusive interviews with retirement plan service providers, new and established, continues with Transamerica—which just recently announced a requirement that all new plans coming onto the platform with less than $3 million in assets must employ a retirement specialist TPA.
Tax reform has only increased the incentive to accelerate contributions to defined benefit plans, and there will still be incentives in the future, but plan sponsors won't benefit if they don't lock in those gains.
Our series of exclusive articles featuring retirement industry “disruptors” continues with another growing provider in the small- and mid-market, promising 50% lower costs than the traditional competition through the exclusive use of fixed fees.
PLANADVISER is pleased to announce the finalists for the annual PLANSPONSOR Retirement Plan Adviser of the Year awards.
Recent interviews with product development executives at Putnam and Charles Schwab show the aggressive steps brand name providers are taking to keep their edge in a highly competitive and unforgiving marketplace.
A look back at how Fidelity will charge new plan sponsor clients on its platform who choose Vanguard products makes visible the hard-nosed competition that defines the retirement plan recordkeeping and brokerage industries.
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably stable and generous; so it makes some sense, experts agree, that investors are feeling jittery as volatility returns to the fore.
When working with Millennials, Generation Xers or Baby Boomers, it is crucial for advisers and sponsors to reach them with targeted communications; however, there are also some fundamentals that apply across all generations.
“It is so important to partner with providers to take some things off plan sponsors’ desks,” says Melissa Musial, marketing research and data manager, retirement services, at OneAmerica.
The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success. The award is given in many categories to recognize all plan types. Please note that in order to view the finalists, you must be a registered user of PLANADVISER.com. It's free and takes just a minute to complete.
Vanguard’s lead actuary for the OCIO pension support business sounds a clear note of caution about attempting to “beat the rush” into long corporate bonds that could come along with a sharp rise in rates; Northern Trust experts explain how ultra-short duration funds can benefit DB plans today.
Recent criticism of public pensions’ sizable push into ESG investing echoes valid concerns voiced in the past—but the ecosystem of environmental, social and governance investing has matured in ways that remain unacknowledged by some critics.