Magazine Articles

Loan Limit Countdown With changes made under the 2018 Bipartisan Budget Act, sponsors may still set limits on plan loans and hardship withdrawals until December 31, 2020. Source:...

More TDF fund managers choose to deviate from a fund’s allocation.

Worry Forecast What advisers predict will be clients’ 3 greatest worries for the next 12 months, and what clients say those actually are: Source: Nationwide Advisory Solutions, “Advisor...

Advisers must act in investors' best interest

Supreme Court won't opine on the provisions' enforceability

How the SEC's best interest rule could affect plans, IRAs

How advisers benefit from asset management assistance

The opportunity to invest beyond the plan's fund lineup

With more insurers in the business, pricing has grown competitive

Managed account services can benefit plan sponsors, participants and advisers

By threading data through an AI interface, recordkeepers create a custom participant experience

To succeed, these programs must prompt workers to take action

Advisers fail to realize the topic should be addressed

The Bipartisan Budget Act is seen as the catalyst

Providers respond with passive funds, collective trusts

Employers are starting to note the option's role in promoting wellness

'Factors' help sponsors share their plan's liability profile

One's claiming age is key to stretching benefits

FINRA Share-Class Sweep Highlights Importance of CooperationThe Financial Industry Regulatory Authority (FINRA) announced the final results of its mutual fund...

The key is their diversification and participants' tendency to remain invested