More Say Paying Bills Edges Out Retirement Savings
Retirement savings will generally become more difficult as income declines, but there are solutions to promote regular savings at all income levels.
News
Sec. Perez and Department of Labor Unveil Final Fiduciary Rule
Labor Secretary Thomas Perez stressed to reporters that changes made to the proposed version of the regulations will make the final fiduciary standard broader and stronger, “but absolutely...
Deeper Analysis Could Create More Efficient DC Plan
Prudential Retirement says DC Optimization can help plan sponsors design a retirement plan that supports their organizations' business objectives.
Advisers Remain Focused on Market Volatility for Q2
Market volatility poses a real challenge for advisers working to keep clients focused on longer-term goals.
Principal Unveils ‘HD’ ESOP Repurchase Liability Modeling
ESOP repurchase liability can be difficult to predict and measure, making a real headache for plan sponsors.
Millennials Confident in Their Financial Skills
Despite economic hurdles, the majority thinks they will “make it” financially.
Deadline Approaching for Pre-Approved Plan Restatements
The IRS is offering a new correction method for retirement plan sponsors that miss the deadline.
Consultants Suggest Tapping Into Active Management
Firms are seeking investment management that will help mitigate risk, according to a PIMCO survey.
Americans Want Financial Literacy Taught in Schools
Nearly one-quarter of Millennials learn about investing in school.
Worries About Aging Cut Both Ways for Clients and Families
Parents are worried about their independence as they age; kids are worried about their aging parents’ quality of life; parents are worried about their kids’ health and finances;...
Do Longer Lifespans Mean Less Progressive Social Security?
The Government Accountability Office was asked by Congress to examine how disparities in life expectancy and income between different segments of the working population impact the retirement income...
IRIC Q&A Debunks ‘Portability Myths’
The Institutional Retirement Income Council suggests that today’s structured retirement income products are far more portable and accessible than is commonly understood by plan sponsors.
Housing Expenses Not a Major Concern in Retirement
More than half of respondents to a survey said they plan to spend about the same on housing in retirement as they do now.
DOL Asks for Reversal of Dismissal of Fidelity Float Income Suit
In an amicus curiae brief, the agency details why it disagrees with a district court's findings.
Meet the 2016 PLANSPONSOR Retirement Plan Advisers of the Year
We’ll have more information on the 2016 PLANSPONSOR Retirement Plan Advisers of the Year in the upcoming print edition and online soon, but for now you can get...
Employers Combatting Financial Stress with Education Programs
Financial education programs are the most successful when tailored to the unique concerns of the workforce.
State-Run Plans Will Struggle Without Aggressive Plan Design
TIAA government markets executive urges lawmakers and DOL to heed the financial services industry’s hard-earned lessons when implementing any state-run plans for private-sector workers.
Lincoln Financial Revamps Small-Business Service Models
Lincoln Financial Group’s Retirement Plan Services business is making key enhancements to its Lincoln Director employer-sponsored retirement plan program for small-business clients.
Service Strategy Tips from Pentegra Retirement Service
Pentegra Retirement Services Introduced the Advisor SmartPath report to help advisers drive retirement readiness among their client base through innovative approaches to client service and plan design.
Holistic Wellness Remains a Hot Topic Among Employers
From managing stress to improving resiliency, companies are finding new ways to assist with their employees’ financial challenges.