2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalists Announced
PLANADVISER is pleased to announce the finalists for the annual PLANSPONSOR Retirement Plan Adviser of the Year awards.
EXCLUSIVES
Fee, Share Class Shifts at Schwab and Putnam Reflect Vigorous DCIO Competition
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...
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
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...
Strategic Perspective Is a Key Commodity During Bouts of Volatility
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...
Careful Consideration of Client Age Groups Behooves Advisers
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...
Plan Sponsors Need Help Managing Concerns and Priorities
“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.
2018 Plan Sponsor of the Year Finalists
The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’...
Rising Rates Bring Bond Duration and Supply Questions to the Fore
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...
NYC Public Pension ESG Investing Debate Renews a Fight Familiar to Some
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...
Participants Need Education Before Setting a Retirement Draw Down Strategy
Education about how much income is needed, what expenses to expect and how to create an income stream are important, retirement industry experts say.
Research and Surveys Can Help Inform Plan Sponsor Client Decisions
From what participants want, to retirement plan trends and what other plan sponsors are doing, data and research can be used to help retirement plan sponsor clients decide...
Some TDFs Allow Managers to Tactically Allocate Assets
But they do so cautiously, setting limits on the amount of the assets that can be adjusted, and some doing so only once a year.
Advisers Can Play Key Role Boosting Voluntary Benefits
Benefits consultants play a helpful role in guiding employers through decisions involving the offering of voluntary and health benefits: Why offer benefits? Who pays? How do you educate...
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?
Measuring Retirement Readiness Key to Clients’ Workforce Management
Waiting until a plan sponsor sees that employees are not retiring on time is too late to manage the pipeline of talent, and having employees unexpectedly retire early...