News

Experts ask, what role can or should the retirement plan adviser play in pushing employers to be more paternalistic and generous with employee benefits? 

Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more. 

Longevity, lower investment returns, and inadequate savings are contributing to a growing shortfall in what individuals will need for a longer retirement, a report says.

In the midst of ongoing litigation regarding excessive fees, plan sponsors need an understanding of the different fund share classes available and how they affect fee structure. 

One-quarter of people in the 18 to 29 age bracket are planning on drawing down from Social Security in their retirement.

Leading experts explore retirement-related developments in Washington, D.C., and state capitals across the U.S.

Investors widely report that a particular life event, such as a marriage or a child being born, prompted the first use of a managed account. 

Prudential Financial says adding guaranteed income solutions in defined contribution (DC) plans can help reduce the amount participants would need to save by as much as 36%.

Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.

The university is just the latest to face an ERISA class action lawsuit filed by one of its employees, alleging imprudence in the management of retirement planning benefits. 

There has been at least $1 billion worth of U.S. single premium pension buyout sales during each of the last eight quarters.

Of the more than half of Americans who don’t receive professional financial advice, 45% say it’s due to a lack of confidence.

Stress testing the impact of individual behavior and circumstance, along with market returns, can be especially useful. 

The university is also accused of approving a TIAA loan program that required excessive collateral as security for repayment of the loan, charged grossly excessive fees for administration...

Corporate Insight offers tips for plan sponsors to build an effective social media strategy.

Financial services industry lobbying groups quickly voiced surprise and frustration once confirmation emerged that the Trump administration will allow a strict new fiduciary standard to take effect. 

Morningstar reports investors paid record low fund fees for mutual funds and ETFs in 2016. 

 

Transamerica and Sage Advisory Services have teamed up on a solution to ensure that the investments meet the plan’s needs in helping prepare employees for retirement.

Nearly half of people without an adviser have taken no steps to address the possibility of outliving their savings—three times as many as those with an adviser. 

More than half (55%) of survey respondents say they feel prepared to manage their income in retirement, yet only 21% anticipate their nest egg will last for their...