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...
News
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.
Plan Participants Allege Franklin Templeton Proprietary Investments Cost Plan Millions
The complaint alleges Franklin Templeton violated ERISA by: 1) breaching its fiduciary duties of loyalty and prudence; and 2) failing...
Workers Say They Need $1.28 Million Saved For a Comfortable Retirement, Worry About “Sizable” Savings Shortfall
Many workers reported a substantial gap in their savings and have concerns about outliving their retirement assets
MethodPlan Launches App for Retirement Plan Advisers
MethodPlan CRM, which aims to help advisers and broker/dealers build and review retirement plans, is now available on Salesforce’s apps...
Morningstar Finds Managed Accounts Help ‘Off-Track’ Participants Most
Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were...
DCALTA Paper Provides Support to Fiduciaries in Use of Private Market Investments
The paper introduces principles based on five core areas: fiduciary process, value for money, asset class distinctions, operations and participant...