Investors Better Prepared for a Downturn, Advisers Say
They have also become more inclined to work with an adviser since the Great Recession of 2008.
News
2019 PLANSPONSOR Adviser of the Year Nominations Close Friday
The nomination process is still open for the 2019 PLANSPONSOR Retirement Plan Adviser of the Year Awards, but not for long! The nomination form will only be available...
Industry Weighs President Trump’s Executive Order on MEPs, RMDs
The president on Friday signed an executive order directing the Treasury Department to reassess required minimum distributions from 401(k) plans and ordering DOL staff to explore the possibility...
Congressional Research Service Offers Report on HSAs
The report can serve as a primer for those needing more education about HSA rules and benefits.
Missing Participants Could Disqualify a Retirement Plan
Mercer offers recommendations for retirement plan sponsors to search for missing participants.
Refresher on Annuity Pricing Mechanics
Interest rates, mortality and expenses are some of the key factors.
Retirement Industry People Moves
Giesting Financial Joins PCIA; BPAS Announces Presence in Cincinnati; EACH Enterprise and Chatham Partners Team Up for Provider Transitions; and more.
Merrill Lynch Rethinks Prohibition on Commissioned Retirement Account Products
In response to staff and client feedback, and in the wake of the defeat of the DOL fiduciary rule, the firm is taking steps to reintroduce use of...
Bull and Bear Market Fundamentals for Participants
All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term...
RetireUp Announces Wealthbox Integration for Advisers
The integration brings together retirement income planning software with a web- and mobile-based CRM application.
Adviser Survey Closes End of Day – Take To Be Eligible for Top 100 Advisers
Once again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual...
Discuss Accelerating Contributions With DB Plan Sponsor Clients
Contributing more than the minimum required for 2017 by the September 15 deadline will result in a higher deduction for plan sponsors, and continuing to accelerate funding in...
ERIC Wants IRS to Expand on PLR About Student Loan Repayment Benefit
The ERISA Industry Committee is asking the IRS to broaden the Private Letter Ruling guidance via a revenue ruling or other guidance.
Amicus Briefs Argue Against 9th Circuit USC Decision About Arbitration Agreements
The appellate court upheld a district court’s denial of defendants’ motion to compel arbitration, concluding that the dispute fell outside the scope of the arbitration agreements because the...
Lincoln Investment Partners With eMoney Advisor to Offer Financial Planning Solutions
This now brings Lincoln’s technology packages up to five.
Chrysler Pension Plan Participant Finds Some Litigation Success in 6th Circuit
The case has already bounced back and forth several times between the district and appellate courts, testing complicated questions about conflicting language in summary plan descriptions and formal...
Wells Fargo Drops Plans to Use T Shares in Retirement Accounts
Asked whether Wells Fargo Advisors will reconsider T shares if the DOL’s fiduciary rule is revisited or the SEC pushes through a conflict of interest rule, the firm...
IRS Extends Closed DB Plan Nondiscrimination Relief Through 2019
The new extension makes nondiscrimination relief available for plan years beginning before 2020, if the conditions of Notice 2014-5 are satisfied.
SOA Seeks Input on New Public Pension Mortality Tables
The SOA’s public-sector mortality study is designed to provide public pension actuaries and plan sponsors with information to help set mortality assumptions and includes separate mortality tables for...
HNW Investors Pay Close Attention to Inflation as They Prepare for Retirement
Sixty-eight percent say they pay close attention to inflation as they prepare for retirement.