PLANADVISER Magazine

Yet most employees call learning about personal finance ‘important’

What to consider when trying to move upmarket

74 investment managers now offer these funds

Female clients may need to change their investments

The firm suggests deferring Social Security payments

Forty-four percent of single people are saving for retirement, compared to 63% of married people

More than two in 10 not-for-profits now automatically enroll participants

Competitive pricing is putting this vehicle on the map

Way too much product and a lot of confusion

TDFs now comprise 25% of 401(k) assets, largely due to auto-enrollment

Above and Beyond: How Leaders Are Confronting Fiduciary Change and New Market Realities

A strong retirement system benefits everyone in the U.S. economy

Owners’ concerns are saving enough for retirement and reducing their tax liabilities

The strategy is a good hedge against equity underperformance

The priorities of two new programs

It is undetermined whether participants’ private data is protected

Advisers need to charge a level fee