Client Service

Both retirees and workers still say the best piece of guidance in helping them prepare financially for retirement is knowing how much money they will need to be...

A Mercer white paper says defined contribution plan sponsors should focus on ensuring sound plan management and establishing success measures, among other things.

Clients and advisers alike often overlook the possibility of divorce or losing a spouse in their financial planning, according to TD Ameritrade’s latest survey.

Willis Towers Watson suggests 10 updated terms associated with DC plans, with the goal of elevating the quality of all retirement planning conversations. 

For the $5 million to $500 million DC plan market, advisers and consultants offering 3(38) discretionary investment advice are more common.

Only 41% of consumers surveyed understand what long-term health care expenses will be in retirement, and only one-third are confident they are saving at an appropriate rate to...

According to Cambridge Associates, DB plan fiduciaries should coordinate across four “levers” that can help improve funded status and mitigate negative impacts of under-funding on corporate financials.

Even among participants who said they were very familiar with their plan's fees, 33% hadn’t read any fee disclosures in the past year, according to research from The...

Nearly half (48%) of Millennials want their employers to provide access to a financial professional to create a personalized financial strategy.

Sixty-four percent of Millennials say they are confident about making investment decisions—but this soars to 85% when working with an adviser.

The technology conversation is no longer simply about the amount of data available, but rather how it is used and, more specifically, how granular it is, as to...

Investors say the most important question an adviser can answer is how much can they afford to spend each year in retirement, according to a Dimensional Fund Advisors...

The GAO and the Treasury Department have also called for greater use of DC plan lifetime income options.

By making workers aware of health and financial benefits, employers can make their workforce more engaged and productive—and avoid costly expenses.

Because of shared and predictable expenses, they also offer greater benefits than defined contribution plans, the National Institute on Retirement Security says.

DC plan sponsors may want to offer a true-up match to help participants reach their retirement savings goals.

There seems to be no consensus on a definition of the trendy term, but plan advisers can create their own business model for offering a ‘financial wellness’ program.

Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants....

Segal Marco Advisors suggests a framework to identify and manage operational risks for public sector DC plans that could also be used for corporate plans.