Looking Back to Move Ahead on Practice Tech
In a conversation with PLANADVISER, Lisa Weil of ProcessUnity shares insights gained from experience launching earlier digital tools for qualified retirement plan sponsors.
In Practice
Investor Confidence at 7-Year High
Retired and non-retired investors equally confident, a Wells Fargo/Gallup survey finds.
Personal Analysis Needed for Faculty Reluctant to Retire
Unconfirmed assumptions often appear to underlie a reluctance to retire.
Many TDFs Fall Short, AllianceBernstein Says
The funds need broader asset allocation and open architecture, according to the investment firm.
Millennials Better Savers Than Boomers
More younger savers have increased their retirement contribution in the past year.
Lightening the Burden of Success
Deep thinking about work flows and client segmentation is needed to surpass the $100 million mark in assets under advisement.
When Procurement Is Involved in the RFP Process
Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
Plan Sponsors Should Be Encouraged to Use Auto Features
A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.
Re-enrollments Remain a Poorly Leveraged Plan Booster
Only 7% of plan sponsors answering a J.P. Morgan survey have previously conducted a re-enrollment.
Ways Plan Sponsors Can Use Financial Wellness
Financial wellness may be retirement’s next frontier, with heightened focus and greater interest in bringing programs to the workplace.
Advisers Face Challenges When Working With Couples
In the event of a divorce or death, they could lose clients’ business.
Overcoming Plan Sponsor Inertia
It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.
Advisers Bullish on Profitability
Jefferson National’s first annual Advisor Authority Study delves into adviser forecasts on their practices and marketing strategies.
Professor of Economics Proposes Retirement Reform
The proposals include universal retirement accounts and a change to the treatment of tax incentives.
Automatic IRAs Would Help with Retirement Crisis
Just how much they would help depends on several factors, EBRI finds.
A Clear Value Proposition Easier Said Than Done?
A poll of investment managers suggests “expertise,” “investment returns,” “thought leadership,” and “clearly articulated firm positioning” are each critical to a strong investment advisory brand.
GAO Finds Overactive Participant Trading Is Rare
Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.
Top Trends in the Adviser-Sold Investment Markets
Strategic Insight research reveals traditional broker/dealers are slowly losing dominance in the adviser-sold investment marketplace.
MassMutual Finds Hispanic Workers Need Social Security Info
Hispanic workers polled by MassMutual revealed a concerning lack of knowledge about Social Security.
Addressing a Global Wave of Retirement Unreadiness
What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?