Today, the retirement plan industry is placing greater emphasis on getting participants to and through retirement successfully.
How much do you really know about successful networking at events?
Prediction: Multiple employer plans (MEPs) will grow faster than nearly any other segment of the retirement industry over the next ten years.
Philosopher and poet George Santayana said, “Those who do not remember history are condemned to repeat it” – a statement especially helpful for retirement plan advisers who look to better a client’s qualified retirement plan and participants’ retirement readiness.
Plan sponsors are creating a retirement readiness crusade.
Chepeni(k)’s Thoughts: Savings, Not Investment Selection, Is the Key to Successful Retirement Plan Outcomes
3(38) advisers are not the answer to America's retirement savings crisis.
We live in a time where advertisement-length attention spans are the norm.
One of the biggest mysteries haunting the industry is the impact of the revised fiduciary rule on investment product marketing for IRA rollovers.
What a difference a year makes—strong investment performance and a modest rise in interest rates during 2013 caused a steep increase in the funded status of the typical defined benefit (DB) plan, reversing a multi-year downward trend.
In a perfect world, plan loans wouldn’t exist.
You’ve heard of financial capital, but do you know about relationship capital?
Ten years ago most advisers had never heard of a 3(38) investment manager, but today “3(38)” and “3(21)” roll off the tongue—we do love our numerical buzzwords in the retirement industry.
PLANSPONSOR/PLANADVISER Awards for Excellence celebrates leaders across the retirement plan industry
We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.
Every plan and every employee population is somewhat unique, so the decision about special education should be considered by fiduciaries on a plan-by-plan basis.
Everyone knows it’s smart to get physicals on a regular basis. Preventive care helps detect problems before they become a health crisis.
It’s no secret that the 401(k) market presents a wealth of opportunities for advisers.
Engaging plan sponsors in a meaningful dialogue to enhance the success of their retirement programs has never been more challenging.
When a plan subject to the Employee Retirement Income Security Act (ERISA) appoints an investment manager to manage a portion of the plan’s portfolio, the plan will frequently insist that the manager qualify as a “qualified professional asset manager” or “QPAM.”
The trend of auto-enrolling employees into defined contribution plans is accelerating.