Talking Points
Future Fears, by Gender Fear they will outlive their assets Expect to face significant health care costs Think they will incur long-term care costs Source: LIMRA-SRI From an Adviser’s...
Magazine Articles
Investment-Oriented
New Platforms Support ETFs
Some designs have removed the obstacles to investment by retirement plans
ERISA vista
The Cost of Advising One’s Own Plan
To charge a fee is prohibited
Fiduciary Fitness
Denial of Benefits
How the DOL views disability claims
Compliance Consult
Good News for P.R. Plans
Their CITs no longer must register under U.S. law
Regulatory Radar
Major Cases
A roundup of recent noteworthy retirement plan litigation developments
Beyond (k)
Whatever Suits
Retirement readiness discussions need to fit the participant
Feature
High-Tech Meets High-Touch
How advisers blend technology and coaching to engage plan participants
Research
Trendspotting
Trendspotting
Tangled
The state of the DCIO industry
Educating Is Important With 529s
Offering advice about these plans can deepen relationships with clients
Tactical TDFs a Better Approach?
Some experts say adjust the glide path to the market
Trendspotting
Trendspotting
Addressing Participant Longevity
Plan design and advice will both be key as retirees aim for age 100
Experts Consider LDI for 401(k)s
How a strategy from the pension plan space speaks to retirement income
Trendspotting
Trendspotting
HCEs Gain from Workplace Advice
Retail and retirement plan advisers each have a different expertise
When Sponsors Want a 3(38) Adviser
Establishing well-defined ground rules and procedures is key
Trendspotting
Investment Focus
ESOP Opportunities
Employers and employees both receive benefits
A Precipitous Drop in ETF Flows
BlackRock and Vanguard ETFs still lead, but mutual funds eclipse them
Capitol News
Data Points
Compliance News
Legislative and judicial actions
Company Matches on the Rise
More than 2/3 of employers now sweeten the pot to help workers save