401(k) Investors Display Poise as the Market Struggles
Investors limit reactionary trades despite equity markets posting their worst month in two years.
News
Actuary Lawsuit Highlights Data Breach Risks
A financial services firm is accused of failing to properly secure and safeguard personally identifiable information provided by and belonging...
Advisers Can Assist High-Net-Worth Investors With Reimagined Retirement
Across generations, investors with $5 million of investable assets have created a new retirement roadmap.
Retirement Industry People Moves
CFP Board appoints head of research; Mercer Advisors acquires HYA Advisors; attorney returns to the Wagner Law Group as principal;...
Reps Introduce Increasing Small Business Retirement Choices Act
The legislations’ backers say their proposal will lower the cost of providing plans for small business owners.
Big Market Swings Always Raise Big Questions
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about...
How Advisers Can Build Trust Among Investors
CFA Institute data suggests industry leaders should seek to understand investor trust so they can deliver the most value to...
Plan Sponsor Interest in Pooled Employer Plans Has Increased
The largest small employers may be the most interested.
November SEC Advertising Rule Compliance Date Fast Approaching
Experts with the Wagner Law Group say complying with the marketing rule can be a significant process, and firms need to make sure they are on track for...
Senate Legislation Calls for Expanded Lump-Sum Payment Disclosures
The bill’s cosponsors say workers need better information about how the choice of a lump-sum buyout of their lifetime pension...
Employers Wary of 401(k) Costs Can Find the Right Retirement Plan
An adviser, retirement plan consultant or recordkeeper can help to find the best solution for employees.
65 Incorporated Rolls Out Medicare Planning Software for Advisers
The i65 suite of software products enables financial advisers to help clients with some of their most consequential retirement decisions.
Commonwealth Launches Brand Studio Marketing Solution
The marketing resource is meant to simplify the brand-building experience and to help financial professionals grow their practices.
An Early Start to Financial Education
A new poll shows that there is growing support for financial education that begins at an early age, and suggests...
Higher Labor Costs Spark Benefits Creativity
Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey...
Annuity Sales Hit Record High in March
Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.
Improving Access to the Retirement Saver’s Credit
The Transamerica Center for Retirement Studies suggests policymakers reduce eligibility requirements to help make the saver’s credit more accessible.
Measuring Shifts in Retirement Plan Appreciation
Survey data shows the COVID-19 pandemic has changed the way workers understand and appreciate both their health care benefits and their retirement planning opportunities in the workplace.
ERISA Suit Against UPS Refiled in District Court
Plaintiffs have refiled an ERISA lawsuit against UPS, more than a year and a half after their original complaint was...
Fidelity’s Bitcoin 401(k) Offering Prompted a Plan Sponsor to Examine Plan Exposures
The plan sponsor immediately checked with its plan adviser to know if there was any potential cryptocurrency exposure.