Investment Products and Services Launches
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
News
PANC 2017: Business Models of the Future
Despite changes brought on by the DOL’s fiduciary rule, retirement plan advisers should focus on structuring their business model to best service plan sponsors and participants.
Savings Rates Dismal in the U.S.
Faced with increasing costs, Americans can still take steps to secure their financial futures, suggests a survey by PurePoint Financial.
PANC 2017: How Data Interpretation Affects Retirement Projections
Two leading retirement industry executives refute the claim that the nation faces a retirement crisis and point to several ways retirement plans can be strengthened.
PANC 2017: Stronger DC Plans Built for a Changing World
J.P. Morgan Asset Management’s Anne Lester describes best practices and emerging strategies for helping plan sponsors deliver better participant outcomes in an evolving retirement landscape.
'OOP' Health Care Spending Biting Into Retirement Income
Medicare costs are expected to rise and deliver a significant blow to Americans' retirement savings, according to a new report by the CRR.
Covisum Rolls Out Portfolio Risk Tool
The platform will allow advisers to help their clients visualize the risk levels of their portfolios in order to navigate the fluctuating market.
Hospital Reaches Settlement With Pension Plan Participants
The case is among a number filed that challenge the “church plan” status of a health care entity’s retirement plan.
Millennials Suffering From Financial Anxiety
A variety of financial obstacles ranging from sticking to a budget to saving for the future are keeping Millennials up at night, according to a study by Wells...
Understanding Fiduciary Liability Insurance
In a world of heightened fiduciary scrutiny, plan sponsors need to pay close attention to the language of fiduciary insurance policies.
Advising Women to Take More Investing Risk
Use of more conservative portfolios can result in women not being adequately prepared for retirement, new research warns.
Federal Reserve Data Offers Sweeping View of DC Plans
Workplace defined contribution plans serve as the collection mechanism for retirement savings, and IRAs serve as the resting place.
SEC’s New Form ADV Expands Scrutiny on Registered Advisers
Additional information RIAs must now disclose on the Form ADV may help the SEC develop an automated system to single out firms for examination.
Financial Engines Releases Health Care Planner
Two new solutions aim to help employees pay off their college debt and plan for health care expenses in retirement.
DOL Fiduciary Regulation in Global Perspective
Morningstar’s “Global Fund Investor Experience” report shows that, with strong regulations, come stable markets.
Bill Offers More Relief for Hurricane Victims
The bill increases limits for retirement plan loans and takes away tax penalties for withdrawals.
Hurricane Relief: What Should DC Plan Advisers Be Telling Their Clients?
Advisers can help plan participants understand their hierarchy of needs, framing guidance to fit the context of whatever additional relief Congress may provide.
2018 Compliance Efforts Revealed by IRS
The agency issued its Tax Exempt and Government Entities FY 2018 Work Plan.
Retirement Industry People Moves
SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni & Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more.
How to Tear Down Barriers to In-Plan Annuities
Certain policy changes and the right support for plan sponsors could make it easier for plans and participants to embrace lifetime income solutions.