Most Individuals Not Considering Social Security’s Part in Retirement Income
Study findings suggest that communicating about Social Security’s online portal could improve retirement preparedness, especially for low-income employees.
News
The Needs of Sandwich Caregivers and Career Extenders
Jessica Tuman, head of the Voya Cares program, discusses the unique financial hurdles both sandwich caregivers and career extenders are...
Commonwealth Launches Virtual Administration Program
The new offering pairs advisers, who need support in a range of operational areas, with practice support professionals who are trained and employed by Commonwealth.
Aura’s Digital Protection Solutions Added to MetLife Group Benefits Platform
The solution will safeguard employees' digital identities.
Principal Marks Completion of Wells Trust and Custody Business
With the acquisition’s completion, Principal Custody Solutions can now serve institutional clients of all sizes with both retirement and non-retirement...
Retirement Industry People Moves
OneDigital reveals latest acquisition; Alerus names new senior retirement specialist; WTW appoints global head of credit, manager research; and more.
Mutual of Omaha Builds on Flagship Retirement Products
The addition to the company’s retirement suite aims to expand accessibility for employers to provide retirement planning services
State-Facilitated Retirement Savings Programs Helping Close Savings Gap
A recent webinar gave state governments the opportunity to share updates on their progress in implementing q state-facilitated retirement savings...
PLANADVISER Adviser Choice Awards
PLANADVISER announces winners of annual Adviser Choice Awards, to be handed out at the 2022 PLANADVISER Industry Leaders Awards on...
Lawsuit Questions Use of Revenue Sharing by Ricoh USA
According to the complaint, participants in the company’s 401(k) plan were harmed by paying higher fees than participants in similarly...
Coca-Cola Consolidated Settles ERISA Fiduciary Lawsuit for $3.5M
The settlement includes both monetary and nonmonetary aspects.
As Participants Shun Annuities, Some Are Depleting Savings Quickly
Research suggests making participants more comfortable with annuitizing their savings could help them with spending in retirement.
An SEC Regulatory Status Report
One expert attorney who works on Securities and Exchange Commission compliance issues says the regulator is feeling a growing sense of pressure to advance the Biden administration’s ambitious...
Betterment Launches Student Loan Management Solution
It will provide employees with personalized recommendations and paydown tools to help with student loan debt.
The Evolving Face of Financial Wellness
Employee stress has increased, especially among younger generations dealing with student debt, and so employers should provide financial wellness programs...
Analyzing Retirement Industry Cybersecurity Risks and Best Practices
A certain famous bank robber is said to have explained that he robbed banks because ‘that’s where the money is.’...
Virtual Adviser Meetings: Here To Stay or Soon To Go?
Advisers review the main pros and cons of digital meetings and discuss whether or not they will become a permanent...
Automated Client Service and the Future of Advice
The emerging question of the day is how to combine human advice with digital technologies that make the basics of...
Legislators Introduce Bicameral Auto Re-Enroll Legislation
The bill would prompt employees who initially opt out of a retirement savings plan to reconsider every three years.
Council Recommends More Research About ‘Brokerage Window Only’ Plans
The ERISA Advisory Council declined to recommend additional regulations for brokerage windows in general, saying the costs outweigh the benefits.