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Is the concept of a retirement income solution too small? Industry experts share thoughts on this and other evolvings in retirement plan saving strategies.

Expert speakers at PSNC 2017 freely admitted this is a vexing and even a bit frustrating time from the perspective of trying to get in front of potential...

Research by Charles Schwab finds majority of employees would engage with a financial wellness program if offered one, and employers are taking note. 

Nationwide’s new DOL website will offer retirement plan advisers a suite of tools to help them navigate an evolving regulatory space. 

 

Enhanced active choice has been shown to improve participant outcomes.

$7.4 trillion is currently invested in individual retirement accounts, the ICI reports.

The three-day event featured speakers from the DOL, top ERISA law firms and plan providers, as well as high-performing plan sponsors from across the U.S.

Firm’s Decipher tool uses cloud-based artificial intelligence to determine how investors feel about different real-life scenarios involving money.

 

Informational materials on the redesigned site include “how to” articles and case studies.

As a result of the acquisition, Ascensus will serve approximately 50,000 retirement plans.

At year end 2016, the percentage of participants with an outstanding loan balance was 17.0%, compared with 17.4% at year end 2015.

The growth of 4.67% is the highest quarterly bump for the index since the end of 2013.

A new report by the Spectrem Group finds that several Americans lack confidence in saving properly for retirement, with the most concerned belonging to the Baby Boomer generation. 

In this year’s survey by Cerulli Associates, platform consolidation regained its place as the top priority of managed account providers.

Achieving retirement aspirations requires more than saving, investing and planning, it also depends on staying in good health, a survey report notes.

The use of automatic features has also benefited participants, Vanguard says.

Investors understand the value of getting financial advice; 76% of those polled say a financial adviser can help them achieve their financial goals.

The straight-through processing (STP) system is designed to help financial advisers open investment accounts with less paper and less room for error.

Men are more concerned about short-term volatility than women.

Fiduciary Benchmarks is planning to launch a series of services in response to the DOL’s conflict of interest rule.