ERISA vista PLANADVISER November / December 2017

IRA Rollovers

Advisers need to charge a level fee

Reported by

Fred Reish and Joan Neri

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Data & Research

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Task automation using artificial-intelligence-powered tools more than doubled among survey respondents since last year.

Data & Research

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Benefits for both defined contribution and defined benefit plans suffer when public sector employees switch to part-time hours, according to...

Compliance

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Electronic transfers and standardized forms for moving retirement savings between plans would be encouraged under the proposed regulations.