EXCLUSIVES

Client Service

December 21st, 2017

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...

The Markets

December 21st, 2017

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?

Client Service

December 20th, 2017

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...

Compliance

December 18th, 2017

Some See the Stars Aligning for a New Pension Protection Act

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...

Client Service

December 7th, 2017

With Change to Pension System, Military Members Need Financial Advice

The Department of Defense is initiating the Blended Retirement System on January 1, 2018.

Compliance

November 22nd, 2017

2017 a Light Year for Required Plan Amendments

Experts remind retirement plan sponsors of deadlines for 2017 year-end, and also offer some tips.

The Markets

November 22nd, 2017

More Regulation Might Not Be Needed To Boost Use of DC Plan Lifetime Income

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...

Compliance

November 17th, 2017

Will Open MEPs Soon Have Their Day?

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...

Compliance

November 6th, 2017

SEC and DOL Face Hurdles in Fiduciary Collaboration

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...

Data & Research

October 17th, 2017

Investing Optimism and Health Care Cost Challenges

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...

Compliance

October 6th, 2017

CFA Urges Skepticism Regarding Industry Fiduciary Rule Concerns

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...