News

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News emerged Tuesday of a shift in the way Fidelity and Vanguard, two of the largest-volume providers of recordkeeping and investment products for retirement plans, work with and...

It starts by determining each individual’s needs.

They earn less than older generations, are less likely to participate in a retirement plan, and will have to contend with longer life spans and rising health care...

More than 82% of those from the Millennial generation, defined here as those born between 1977 and 1993, are now invested in a diversified portfolio.

In a statement, Cammack said, “We believe the claims have no merit and will be vigorously defending them.”

In the majority of cases, the plan’s consultant/adviser conducts the benchmarking (82.8%)—higher than in prior years, Callan finds.

In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends.

Clients can issue payments via a credit card or bank account.

However, while 79% of U.S. advisers are aware of smart beta, only 36% are very familiar.

Financial advisers can help plan sponsors address their fiduciary responsibilities while creating their own investment product lineup from menus of funds on which Morningstar has performed due diligence.

Wolters Kluwer Legal & Regulatory U.S. issued a white paper, “Tax Cuts and Jobs Act Will Present Retirement, Benefits, Executive Compensation and Payroll Professionals with New Challenges in...

The proportion of plans that are at least partially bundled fell dramatically from 53.8% in 2016 to 44.0% in 2017, a continuation of the unbundling trend, according to...

AndCo Adds New Compliance Officer to Team; RIA Firm Partners with Focus; Securian Financial Group Hires Regional Sales Vice Presidents for Small and Midsize Employers; and more.

Plan sponsors are being more conscious and cautious with respect to managing the implications of the DOL fiduciary rule—and this is impacting plan leakage and rollover decisions to...

In total, 1.45% of total plan balances were traded during the year, down from 2.13% in 2016, as participants chased performance within their own portfolios. 

While the researchers say advisers may need to modify their business models slightly, the strategy uses existing resources and capabilities plan sponsors and providers have.

TD Ameritrade Announces Alternative Solution for Portfolio Management; American Century Releases First ETFs; Putnam Reveals Two ESG Fund Offerings; and more.

A new Spectrem study reveals that almost a third of Millennial investors want their financial adviser to “reward them with gifts or other favors” in exchange for their...