News

The episode focuses on gearing attention toward the tax-exempt marketplace.   

The health care cost inflation projections contained in HealthView Services’ latest reporting are simply astounding; accounting for projected lifetime inflation, a healthy retired couple at 65 can expect...

In an ever-evolving fiduciary landscape, the tool aims to identify in real time issues that may put plan advisers at risk, such as the availability of lower-cost share...

An increasingly popular asset class, investors shouldn't pay significantly higher fees for these strategies than market-cap-weighted alternatives, which capture the same performance drivers and can replicate most of...

Fifteen percent say recommendations from their consultant or independent fiduciary is an important consideration when selecting an annuity provider.

For two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors, and at the same time, provides more meaningful benefits to participants, John...

Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.

A significant number of workers underestimates what they are likely to pay for health care in retirement and many are unaware of Social Security basics, a new survey...

The text of the decision to grant class certification, while only representing an interim step in this ERISA challenge, offers important insight into what it takes to prove...

Forty-four percent of middle-income women say this, compared to 14% of men.

Please take note, the PLANADVISER National Conference has been postponed in response to the weather emergency declared in Florida. More information is available here.

The new solution aims to help advisers provide smaller plans with a “big plan experience.”

Willis Towers Watson finds North American funds showed the most noticeable annualized growth rate over the last five years.

Of the 36 education topics identified by a recent survey, 50% of the firms cover more than half of the topics, and 33% cover beyond two thirds.

Similar to the settlement agreement regarding the Ascension plan, the agreement includes provisions that mimic the provisions of ERISA.

Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized. 

In addition, Alight Solutions finds participant trading in 401(k) plans has slowed down from 1997 to 2017.

A new analysis from Pershing argues that, while difficult to start, conversations about aging and passing on wealth can be very fruitful for improving client trust and long-term...

The IRS and the Treasury Department expect that the final regulations regarding closed DB plans will not be published in time for plan sponsors to make plan design...

“Employers and their advisers stand to benefit from making it easy and convenient for these young adults to save and espouse constructive financial habits at a critical time...