Infosys Ransomware Attack Affecting Nonqual Plans Nearing Fix
Account holder plans may be nearing reactivation, but are still on hold through at least November 27, according to a...
Client Service
Infosys Cybersecurity Event Disrupting Recordkeeper, Insurance Platforms
T. Rowe Price, Vanguard, Principal, and Ascensus note ongoing system issues due to cybersecurity problem at US-based division of Infosys.
Ascensus, Newport Nonqualified Platforms Hit by Infosys Cybersecurity Issue
Ascensus and its Newport-owned nonqualified retirement systems have not been able to update participant accounts since November 2.
Navigating ESG: Surveying the Landscape
Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANADVISER event.
RIAs Already Spread Thin, Even as Clients Want More Services, Fidelity Finds
The firm’s RIA benchmarking survey revealed a drop in new client assets and identified an opportunity to be more ‘proactive’...
Digital 529 Payments Drive Ascensus Accounts Past $1B
Payments on the platform are predicted to skyrocket in the coming year, in part due to the ability to pay...
Mentorship Can Provide Clear Benefits for Women in Retirement Sector
OneAmerica experts said women in the retirement profession can find valuable relationships with both female and male mentors.
How to Stay Safe From Evolving Cybersecurity Threats
Experts discussed the SEC’s new cybersecurity rules and the importance of having an action plan at PLANADVISER’s Cybersecurity livestream.
How to Champion a Financial Wellness Plan
Experts recommend implementing metrics for success and maintaining regular outreach.
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3
The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.
Conduent to Transfer $2.7B in HSA Assets to HealthEquity
The business processes outsourcing provider will exit the flexible spending account business, and plan sponsors' accounts will transfer to HealthEquity...
Recruiting a New Generation of Advisers
Junior advisers today may not fit the traditional mold, and firms should adapt to attract and retain talent, according to...
From Value Statements to Cold Calls, Advisers Talk Client Attraction
Retirement plan advisers provide insights on how to purposefully connect with potential clients.
Suggestions for Best Plan Participant Service
Experts say direct, personalized education is key for engaging and helping participants.
Addressing Total Benefits Requires Multiple Perspectives
As plan advisers become more involved in the total benefits experience, they should seek out an employee benefits broker, said...
The Psychology of Financial Planning
Understanding how a client thinks and feels about money guides an adviser’s communication with them.
Affiliation Benefits Abound, but Independence Still Has Merits, Say Advisers Who Have Done Both
Many plan advisers have moved to affiliate models for reasons ranging from client service to career pathing, said advisers at...
Transamerica Renews Small Business Retirement Plan Campaign
Starting September 1, the provider will launch a campaign called 401(k)ares that will include an incentive to transfer from a...
Smart Widens Fiduciary Services, Including for Pooled Employer Plans
Smart is joining the push into PEPs with an offering geared toward advisory firms and providers such as recordkeepers, asset...
NQDC Plans, Which Can Improve Retention, Are Underutilized by Participants
According to NFP, the vast majority of employers feel competing for talent is ‘more expensive than ever,’ and businesses are turning to creative offers to keep executives satisfied without...