IRS Cuts Fee for Application for Determination for Terminating Plan
The fee has been reset to the 2017 level.
News
Community Engagement and Next Gen Adviser Recruiting
Working Texas Tech University, Advisor Group has published a new survey examining how young professionals entering the advisory filed think about their current work and future career prospects;...
Nearly Three-Quarters of Boomers Want to Delay Retirement
More than three in 10 have no retirement budget.
Many Americans Would Forego Social Security Payments for Student Loan Debt Forgiveness
The Student Security Act of 2017 would grant $550 in student loan forgiveness for each month a student debtor was willing to raise his or her full retirement...
Washington Financial Group Adds Educational Content to Website
WFG's website offers information on upcoming educational events, infographics, webinars and newsletters addressing key topics centered around retirement plans and wealth management.
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
Some ERISA attorneys argue the Fifth Circuit decision last week to vacate entirely the DOL’s fiduciary rule expansion makes a Supreme Court decision on the matter inevitable; others...
Bill Would Order Massachusetts Pension to Divest From Gun Manufacturers
The move follows a passionate announcement from Connecticut's State Treasurer about why it feels divestment is the right thing to do.
Older Families’ Debt Levels Have Increased Since 1998
Nearly 70% of families where the head of the household is 55 or older carry debt, EBRI found.
Active Fund Manager Performance History Doesn’t Tell Whole Picture
The SPIVA Scorecard of active fund managers produced by S&P Dow Jones Indices shows long-term underperformance of active managers, but Steve Deschenes, with Capital Group, takes issue with...
ESOP Knowledge Can Provide Real Adviser Differentiation
In an interview with PLANADVISER, Jerry Ripperger, vice president of consulting at Principal, highlights a new, fee website the firm has rolled out to help advisers and their...
Two ESOP Bills Progress in Congress
Both aim to promote employee ownership and have bipartisan support.
Retirement Industry People Moves
External Wholesaler Joins BPAS; Lincoln Employs Sales Directors to Retirement Distribution Team; Mid Atlantic Partners with Parthenon and Waterfall; and more.
Broad-Based Financial Education Found to Be Ineffective
Instead, programs need to be tailored to each individual’s specific financial goals.
Addressing DC Plan Participant Behaviors With Predictive Analytics
Using “predictive analytics” means using data, technology and tools to look at what has happened to anticipate what an individual might do in the future and address potential...
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
The latest decision out of the Fifth U.S. Circuit Court of Appeals throws a dramatic new element of confusion into the epic regulatory saga that has been the...
Investment Products and Services Launches
oekom Research Joins ISS, Renames Brand; T. Rowe Price Releases Multi-Strategy Fund; BNY Mellon Launches Core Plus Fund; and more.
DISRUPTION: Insider Service and Strategy Talk With PGIM
In an exclusive interview with PLANADVISER, PGIM Head of Institutional Defined Contribution Josh Cohen offers some guidance to advisers speaking with plan sponsors about litigation, fiduciary risk and...
Millennials Doubt Happy Retirement Will Exist
The majority believe they will have to work much longer than previous generations, Prudential learned in a survey
SEC Proposes Changes to Public Liquidity Risk Management Disclosure
Instead of making the disclosure on Form N-PORT on a quarterly basis, firms would discuss their liquidity risk programs in their annual statements.
Report Reveals Savings Strategies and Products Needed
A Hearts & Wallets report reveals that of 49.4 million working Americans with less than $50,000 in investable assets, 33 million “wish they were doing a better job...