OneAmerica adds regional sales director for Michigan clients; Dimensional Fund Advisors names capital markets head; Findley to join USI; and more.
Financial advisers and professionals explain what they are hearing from clients and what they anticipate for the upcoming year.
With some riders, participants can enjoy the upside of the market with downside protection.
More than any other generation, its members are receptive to in-plan guarantees.
COVID-19 has completely upended Americans’ financial lives, so it should be no surprise that many people have resorted to exercising stock options and other forms of equity compensation to address pressing needs.
The investment firm has also added personalized financial wellness digital capabilities.
Additionally, in 2021, Nationwide will introduce several in-plan lifetime income options that pair income guarantees with TDFs.
The state’s Insurance Department Rule 82, which may soon be updated to match a suitability framework recently adopted by the National Association of Insurance Commissioners, seeks to address conflicts of interest among annuity providers and their proxies.
The SECURE Act's provisions for pooled employer plans (PEPs) did not apply to 403(b) plans.
A managed account program’s fees can be cut in half if it’s selected as a retirement plan’s default investment, although cost is just one of many important due diligence factors.
Retired households with less than $200,000 accumulated in a DC plan at retirement tend to spend down only about a quarter of their assets during the first two decades of retirement.
The failure to pass a second fiscal stimulus package is causing volatility, experts said, adding to the normal pre-election jitters.
Each type of annuity available to defined contribution plans has different features to match the goals of plan sponsors and participants.