trendspotting PLANADVISER January/February 2016

Trendspotting

A look at the latest concerns and actions among employees, and what they mean for advisers

Reported by

PLANADVISER Staff

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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.

Data & Research

April 17th, 2025

Plan Sponsors Remain Focused on Workforce Retirement Benefits

Repositioning defined contribution plans as income programs could be the best path forward, according to a recent MetLife study.

Compliance

April 16th, 2025

Electronic Disclosure Bill Reintroduced in House

Similar to a measure that passed the House last year, the Improving Disclosure for Investors Act prioritizes electronic delivery of...

Compliance Consult PLANADVISER November/December 2015

Is This the Age of the Robot?

Robo-advisers in light of the fiduciary rule

Reported by

David C. Kaleda

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Compliance

June 23rd, 2025

Democratic Senators Urge DOL to Reconsider Elimination of 401(k) Plan Crypto Guidance

In a letter, four Senators expressed concern that rescinding the 2022 guidance removes essential protections for American workers’ retirement savings.

Compliance

June 11th, 2025

ERISA Advisory Council Releases QDIA Recommendations to DOL

The report was released after Democrats in Congress raised concerns about the council’s future, as it has not met since...

Compliance

June 6th, 2025

Predicting a ‘Busy, Active Time’ at the DOL and EBSA

Panelists at PLANSPONSOR National Conference discussed the latest updates on ESG investing, cryptocurrency and the status of including alternative assets...