Connecticut legislation may create the first state-administered retirement plan for small businesses, but will it cut out advisers and TPAs?
ERISA accounts offer a "new" way of offsetting plan costs
With no industry consensus on how to benchmark target-date funds, what can advisers do?
Fiduciaries may have disclosure mandate not specified in law
Does employee education still matter?
Sponsors lack confidence about plan fees
The retirement income space offers advisers a wealth of choices in determining how to service the market
Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
New products, highlights, announcements
Two special conferences you won't want to miss
Success depends on relationship-building skills
MetLife's latest Annual Employee Benefits Trends Study found that the workplace has become the dominant starting point for building a strong financial safety net
Fielding Miller, CEO, CAPTRUST Financial Advisors
Partnering with providers to increase your value proposition to clients
Collective funds next trend in plan investments
The DoL offers a new safe harbor for small-plan contribution deposits
"How much" alone is not enough
The percentage of workers very confident about having enough money for a comfortable retirement decreased sharply, from a mere 27% in 2007 to fewer than one in five (18%) in 2008, the biggest one-year drop in the 18-year history of the Employee Benefit Research Institute's (EBRI) Retirement Confidence Survey.
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
The view from the 403(b) summit
Articles that appeared in the Trendspotting section of the magazine
What your client needs is someone to help him understand his fiduciary responsibility