Retirement Planning for Business Owner Clients
Many small business owners have only planned for the future insofar as deciding that they will ultimately sell their firms and use the proceeds to finance their retirement;...
News
Millennials Overestimate Amount Needed to Start Investing
A survey revealed that 46% of Millennials think you need at least $1,000 to start investing, and 17% think you need $10,000.
Many Asset Managers De-Channel Their Salesforces
They see the differences between wirehouses, broker/dealers and registered investment advisers blurring.
A Global Retirement Q&A with Ed Farrington at Natixis
Natixis’ head of retirement reflects on the newly published 2018 Global Retirement Index report, which shows the U.S. continues to slip relative to other developed nations in terms...
Assessing the Impact of Widowhood on Retirement Readiness
The adviser is in a good position to remind widowed individuals to continue to think about and plan for the long-term financial future—difficult as that may be after...
PBGC May Sue for Successor Liability for Single-Employer DB Plan Termination Costs
The 6th Circuit said a district court rejected case law when it reasoned that the cases relied on by the Pension Benefit Guaranty Corporation (PBGC) arose under the...
How to Organize Sustainable Retirement Distributions
Each individual’s retirement income plan should be tailored specifically to their needs by coordinating DC plan distributions with decisions about when to take Social Security.
SEC Proposes More Information About ETFs to Investors
The agency has issued a proposal that would make it easier for ETFs to come to market.
Sibson Highlights Importance of Proper Asset Allocation
The consulting firm says that few plan sponsors pay close attention to how their employees allocate their retirement savings.
ICI Launches FactsOnRetirement.org
The site takes on myths about the U.S. retirement system and offers tips on saving.
Court Order to Pay Pensions Leads Archdiocese of San Juan to File Bankruptcy
The U.S. Supreme Court denied the archdiocese’s application for a temporary reprieve from a court order to pay $4.7 million to both retired and active teachers; however, filing...
How DC Plans Can Hedge Against Cybersecurity Risk
The Segal Group suggests nine steps plans can take, starting with creating an information security policy.
When HR and Finance Get Together, DC Plan Results Follow
According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework...
Simplification of Retirement Plan Disclosures Included in Trump Executive Order
The executive order regarding RMD rules and open MEPs, signed last week by the President, also asks the DOL and Treasury to simplify disclosure regulations for plan sponsors...
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.
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.