IRI Says DOL Proposal Could Disrupt Annuity Inclusion in Retirement Plans
The Insured Retirement Institute filed comments urging the Department of Labor not to withdraw a longstanding safe harbor regulation.
News
Interest Accrual for SAVE Plan Loans Resumes
The change to the student loan debt relief program used by 7.7 million borrowers is effective August 1, according to...
Product & Service Launches 7/31/25
Vestwell announces multilingual savings platform; Nationwide to sell Midland National commission-free indexed annuity; State Street Investment Management and Xtracker launch...
Older Investors Can Benefit From Personalized Retirement, Investment Solutions
A study from T. Rowe Price, in conjunction with MIT and Stanford, found that investors older than 50 have diverse...
Staffing Up: The When and How for Retirement Plan Advisory Firms
The timing and process of hiring new additions requires significant attention and care from firm leaders.
Global Defined Contribution Organizations Consider Retirement Income Top Issue
A report said few DC systems are currently equipped to deliver income through the decumulation phase in a “standardized or...
Participants Are Less Optimistic About Reaching Savings Goals, Schwab Survey Finds
More than half (57%) of participants surveyed considered inflation a top obstacle to achieving a comfortable retirement.
2 ESOP Bills Advance Out of HELP Committee in Unanimous Vote
A third ESOP bill was originally scheduled to be voted on during the hearing, but no vote was held
Retirement Health Care Costs Up 4% From Last Year’s Estimate, Fidelity Report Finds
The report found that the increase is consistent with a “general upward trajectory of projected health-related expenses” for retirees.
Vestmark, Fidelity Offer Open-Architecture Portfolio Platform
The model portfolios can include semi-liquid interval funds, SMAs, ETFs and mutual funds.
2025 Top Retirement Plan Adviser: Robert Vaughan
Thoughts from Robert Vaughan, with UBS - South Central Group, UBS Financial Services Inc.
2025 Top Retirement Plan Adviser: Phil Sherman
Thoughts from Phil Sherman, with Deschutes Investment Consulting LLC.
Complaint Alleges ERISA Breaches in Siemens Energy 401(k) Plan
According to the complaint, Siemens Energy retained in its plan underperforming investment options, including its proprietary stable value fund that delivered...
ESOP Association Launches Campaign Pressing For Aronowitz’s EBSA Confirmation
The campaign includes a website, which urges Aronowitz’s confirmation and includes sections called “How ESOPs Benefit Everyone” and “What’s the...
Who’s On Deck? Solving the Succession Planning Crisis at Advisory Firms
Advisers too often risk ‘both value and continuity’ out of attachment to the business and aversion to change.
I Used to Be Skeptical About Financial Wellness. Here’s What Changed My Mind.
Financial Finesse President Todd Lacey makes a case for integrating financial wellness into an advisory practice.
Matching a Wealth Platform to a Firm’s Business Model
The CEO of the Oasis Group cautions against being swayed by flashy features
RIAs Held Nearly $4T in ETF Assets in 2024
Registered investment advisers held nearly half of all active ETF assets and almost 40% of total ETF assets last year,...
DOL Asks For Industry Suggestions About Improving PEPs for Small Employers
The Employee Benefits Security Administration will accept input for 60 days.
CRM Hack Exposes Data From Most of Allianz Life’s 1.4 Million US Customers
The breach was noticed one day after malicious actors gained access to the insurer's CRM system.