Client Service

Plan advisers can consult with plan sponsors about their SPDs and determine if they are simple enough for employees to understand while also not subjecting sponsors to legal...

SEI outlines best practices, including relying on outside providers.

Among this set of advisers, fees are the biggest factor driving loyalty.

More Millennials than Boomers think it should be a requirement.

A new survey by Vanguard found that cutting costs and minimizing risk were the top two concerns for corporate pension plan sponsors.

 

As Baby Boomers push closer to retirement, they are facing a drastically different investing world than the one they grew up in—gaining access to radically different approaches to...

A new analysis contends that, with careful governance practices in place, managing a compliant and effective retirement plan doesn’t have to be burdensome or even difficult.

Roth IRA conversions may offer estate-planning advantages, according to a new paper by Vanguard.

Presenting women with ideas rather than promoting products and considering gender-specific goals are among the key requirements to effective service. 

An analysis of DC participant distribution behavior supports the use of 'through' TDFs and the allowance of partial distribution options to help participants preserve their assets and develop...

“Women face hurdles during their savings years and then face a second, equally difficult, set of challenges throughout retirement,” a new TIAA report warns. 

Although several regulations still limit use of social media in retirement planning and the wider financial-services industry, many advisers are finding that platforms like Facebook and Twitter are...

Cashouts are the biggest portion of defined contribution retirement plan leakage, but what can be done?

This is a friendly reminder that 2017 PLANSPONSOR Retirement Plan Sponsor of the Year nomination forms are still available. Don't wait to nominate—time is running out! 

Based on the Society of Actuaries' preliminary estimates, the new scale may reduce pension plan clients' current liabilities by 1.5% to 2%, depending on the individual characteristics of...

Common “auto” plan design terms often mean different things to different clients—even within the same company or plan committee. 

The Social Security Administration announced a cost-of-living adjustment for next year.

An Aon Hewitt survey finds that not only is student loan debt affecting workers’ retirement savings but it’s also becoming an emotional burden.

“From our perspective, the ultimate outcome in retirement is income,” says Jamie Ohl, president, Retirement Plan Services, Lincoln Financial Group. 

“One big reason financial wellness programs fail is that they focus on aspects of education and financial literacy which simply do not inspire or empower behavioral change,” says...