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Nearly 40% of Participants Rely on Plan Provider to Manage Outside Assets
Another 35% would consider doing so, according to Spectrem Group
Participants Achieved Six-Figure Average 401(k) Balance in 2017
Fidelity has updated its quarterly analysis of the average retirement savings balances across its book of business, and the results are once again quite encouraging.
Strategic Perspective Is a Key Commodity During Bouts of Volatility
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably...
Facial Recognition Can Be Used to Access RetireSMART App
MassMutual announced facial recognition is allowed for Apple iPhone X users.
Factors Can Derail Plans to Retire Later
While Prudential found pre-retirees seem well-aware of risk factors that could force them to retire earlier, study results show they could benefit from a financial plan.
Lori Lucas New President of EBRI
Lucas explains to PLANADVISER key initiatives for the Employee Benefit Research Institute's future.
Small-Business Clients Will See Biggest Tax Impact on Retirement Plans
The net result of the Tax Cuts and Jobs Act is that many clients will have a lower effective tax rate, and this can have a direct impact...
Careful Consideration of Client Age Groups Behooves Advisers
When working with Millennials, Generation Xers or Baby Boomers, it is crucial for advisers and sponsors to reach them with targeted communications; however, there are also some fundamentals...
Many Millennials Saving More for Retirement Than Other Generations
However, their fear of investing in the stock market could hurt their outcomes, a survey reveals.
Retirement Income, Managed Accounts and ‘Shadow Fiduciaries’
New Cerulli research shows the most common reason for which 401(k) plan sponsors offer participants a managed account service is that it can be positioned as a retirement...
Institutional Investors See Ninth Consecutive Positive Quarter
The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median return of 3.59% for all plan types in the fourth quarter, the longest string of positive quarterly...
Three Things Bond Fund Managers Say That Set Off Our Alarms
"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders...
Transamerica Creates Physical and Financial Wellbeing Initiative
The platform highlights the importance of integrating both physical health and financial wellness in a worker's lifestyle.
Employee Gets Jail Time for Embezzling 401(k) Funds
A former office manager of New England Anesthesiologists, Inc. was found guilty of embezzling $120,313 in employee deferrals.
U.S. Retirement Market Has Greater Propensity Towards Home Bias
According to Willis Towers Watson’s Thinking Ahead Institute’s 2018 Global Pension Assets Study, the institute sees shifts in investment models for retirement plans across the globe.
Majority of Gen Xers Say Advice Would Help With Financial Goals
Among advice attributes respondents to a T. Rowe Price survey said they would like are ease of use, inclusion of alerts about critical developments in their account and...
Plan Sponsors Need Help Managing Concerns and Priorities
“It is so important to partner with providers to take some things off plan sponsors’ desks,” says Melissa Musial, marketing research and data manager, retirement services, at OneAmerica.
Steidle Pension Solutions Announces 2018 403(b) Fee Schedule
Steidle's services to 403(b) plans include calculations, plan valuations, document services, Form 5500 and other services.
Retirement Industry People Moves
OneAmerica Reveals Leadership Changes Within Company; TRA Acquires ACS to Expand Northeast Region; USI Hires SVP and Regional Sales Director; and more.