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Target-date fund due diligence requires extra attention from
plan sponsors and advisers
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How do plan sponsors and participants address a lack of
retirement savings?
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How advisers can take advantage of the shifting retirement
plan landscape
hot off the presses
New products, highlights, announcements
intro
As a kid, I thought that summer—synonymous with
vacation—meant I didn’t have to keep up with things happening outside my small
universe.
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Five things to think through
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Evaluating whether a target-date fund family is still the best solution
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Five ways advisers can help sponsors comprehend the risks of these funds
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Sponsor interest in third-party investment advice is on the
rise.
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Managed accounts can craft improved participant outcomes
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Why every adviser needs insurance for fiduciary breaches
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Advisers need support with fee disclosure and fiduciary
status
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What to keep in mind when working with TPAs
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How recordkeepers and advisers can work together to form a “dream team”
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The Department of Labor (DOL) participant fee disclosure requirements go into effect August 30, and the majority of plan sponsors surveyed are ready.
talking points
Tired of giving the same old presentations? Use these
nuggets of information to spruce them up.
trendspotting
Working with a financial adviser is one of several steps participants can take to improve their readiness for retirement and become more confident in making financial decisions, according to the Putnam Lifetime Income Score.
trendspotting
Fidelity Investments reported its average 401(k) balance rose to $74,600 at the end of the first quarter, up 8% from the end of fourth-quarter 2011.
trendspotting
The U.S. House Financial Services Committee introduced legislation that would authorize one or more self-regulatory organizations (SROs) for advisers.
trendspotting
The Department of Labor (DOL) Employee Benefits Security Administration (EBSA) issued frequently asked questions about the requirements of new participant fee disclosure rules.
trendspotting
Eighty-seven percent of American workers of all ages say they find it “very” or “some-what” appealing to be able to turn at least a portion of their retirement savings into a guaranteed income, according to The Hartford’s Guaranteed Retirement Income study.
trendspotting
Ameriprise wins excessive fees case
trendspotting
Positive language critical in reaching older Americans
trendspotting
Concerns linger about DOL fee disclosure guidance
trendspotting
Target income-replacement ratios should be higher
than the 70% to 75% conventionally accepted as a rule of thumb, the
Retirement Advisor Council contends.
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Advisers integrate iPads into practices
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Health care costs could consume retirees’ income
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Working with a sponsor who wants to switch out some mutual funds for collective trusts?
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Interest in in-plan retirement-income options grows, but challenges remain
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Making sense of the pros and cons of exchange-traded funds
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Helping departing participants with their next steps
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Considerations for selecting a plan benchmarking tool
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How to benchmark advisory practices in light of fee disclosures