Financial Wellness Fuels Retirement Wealth Convergence
Advisers are turning employer retirement relationships into broader wealth management opportunities.
In Practice
How Advisers Can Improve AI Prompts
The effectiveness of artificial intelligence often depends on the quality of one’s prompts and following proper guidelines.
Past the Bots: How to Implement AI for Efficiency
Now that generative artificial intelligence tools have been widely implemented in retirement planning, experts suggest advisers turn to embedded AI...
Why Data Security Is a ‘Shared Responsibility’ for Advisers
Artificial intelligence raises the stakes in the ongoing responsibility to monitor data access and review third-party vendors.
Longevity Risk Requires Accurate Measurements, Adequate Solutions
Advisers can guide clients to find appropriate income options for a potentially lengthy retirement.
Prudential Rolls Out AI, Data-Based Enhancements for Adviser Program
Prudential Advisors intends the updates, including some related to artificial intelligence, to improve processes across the full lead life cycle.
OneDigital Adds Alts to Personalized Portfolios for DC Plans
Private investments have been introduced into OneDigital’s Personalized Portfolio program for 401(k) plan sponsors.
Russell Investments, ICI Join BlackRock, Charles Schwab Among Those Announcing Trump Account Contribution Plans
Several notable corporations have announced their expected match contributions ahead of the pilot program’s July launch.
The Evolution of Quarterly Investment Committee Meetings
The objective of these regular meetings has changed, and advisers are adapting.
IRI Initiative Cuts Annuities Processing Time by 94%
According to the Insured Retirement Institute, its Digital First for Annuities program has decreased cycle times for annuity exchanges to...
A New Year of Evolution for Alts in DC Plans
Industry experts say 2026 will be defined by policy momentum and plan sponsor caution over alternative assets in defined contribution...
How Income Floors Save Retirees From Underspending
Underspending is a common habit among retirees, but a minimum income with additional guaranteed sources can help retirees overcome fear...
Nuts & Bolts: In-Plan Annuities
As in-plan annuities gain interest among plan sponsors and retirees, retirement plan advisers need a clear understanding of what products...
Getting Gen X Back on Track for Retirement
As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second...
Portability Provider Reaches Account Transfer Milestones
The Retirement Clearinghouse has consolidated more than 525,000 accounts and transferred more than $20 billion in assets since 2009.
Nuts & Bolts: How Advisers Can Make the Most of NQDC Plans
Nonqualified deferred compensation plans have gained interest, with 59% of sponsors in an NFP survey saying they deliver greater impact...
Managed Accounts, TDFs or Both?
Participant engagement and fees are two major factors when considering qualified default investment alternatives.
How Advisers Can Help Clients Deal With Financial Stressors
Personalizing communication and reframing financial issues help advisers reach overwhelmed clients.
Nuts & Bolts: Where Advisers Can Start With AI
Advisers can turn their reluctance to use artificial intelligence into self-assured exploration of time-saving tools.
Market-Based Cash Balance Plans Could Be Lifetime Income Solution, per October Three
October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees.