trendspotting 2016 PLANADVISER November/December

Key Elements of Financial Wellness

People want information on HSAs and budgeting

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Deals & People

June 25th, 2025

Michael Liersch Named Chief Planning Officer at Edelman Financial Engines

In the newly created role, Liersch will focus on financial planning, advice and solutions.

Client Service

September 4th, 2024

Vanguard to Lower Asset Minimum for Digital Adviser Access

The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.

Data & Research

June 25th, 2024

Capital Group Names Top Focus Areas for DC Investment Consultants

Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for...

trendspotting PLANADVISER September/October 2016

Worries About Funding Longevity

People are planning to live modestly in retirement

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PLANADVISER Staff

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Data & Research

July 10th, 2025

Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities

A recent paper from the National Bureau of Economic Research explored a guaranteed payout path involving defaulting 20% of a...

Products & Services

July 10th, 2025

Nuveen Lifetime Income TDFs to be Available on Transamerica Platform

The Nuveen Lifecycle Income CIT Series will be available as a default option for retirement plans recordkept by Transamerica.

Products & Services

June 25th, 2025

Despite Fintech Advances, Users Remain Reluctant to Try New Products

A Nationwide survey also found that annuity sellers want a simplified suitability process and better digital tools for accepting and...