LPL Program Can Cut Vendor Costs
The Vendor Affinity Program aims to provide a pricing advantage for LPL advisers.
News
SEC Faces Its Own Debate on Fiduciary Advice Standards
Transcripts from a tough SEC hearing called earlier this month show it's not just the Department of Labor considering changes to the application of the fiduciary standard.
Social Media Support from Fidelity Clearing and Custody
New offerings from Fidelity help advisers shape and expand their online presence.
Voya Enhances Participant Website and Enrollment Experience
The myOrangeMoney participant website has been enhanced with retirement savings planning features that address Social Security and health care costs.
Employees Rely on Benefits for Financial Preparedness
Employees value their workplace benefits, Guardian finds.
Match Contributions Help Boost Savings and Engagement
Retirement plan advisers can help their plan sponsor clients fully understand the power of the match and how it can boost engagement in the plan, says a Hearts...
TDF Customization Adds Considerable Complexity
We’ve all been told time and again: just because we can do something doesn’t mean we should. It’s a lesson worth particular emphasis for plan sponsors considering custom...
Paying for Financial Wellness
Finding the money for effective financial wellness programs can be tricky.
Financial Wellness Has a Real Dollar Value
Show your clients the value of tackling employees’ money woes.
No Individual Harm Means No Claim Against Pension Plan
A federal appellate court says a defined benefit plan beneficiary has no standing to sue the plan if he cannot prove individual harm.
Cash Balance Plan Product Seeks Flexibility
A cash balance plan offering from Kravitz strives to deliver greater flexibility in the wake of key regulatory changes.
PBGC Proposes Changes to Reporting Requirements
The agency says funding relief prevents it from getting all information it needs to help plans.
Meiji Yasuda Life Buys The Standard for $5 Billion
Meiji Yasuda is a prominent group benefit insurance company in Japan.
Investment Product Development Is Changing
Evolving asset allocation strategies are making existing investment product sets less relevant, according to research from Casey Quirk.
Retirement Industry People Moves
Joseph Gill joins Rothschild’s Asset Management Institutional Sales team; Diana Jordan comes to Unified Trust Company; Julie Niccum rejoins Ascensus.
Two in Three Private Workers Offered Retirement Plan
The Bureau of Labor Statistics released its March National Compensation Survey findings.
Open Architecture and Custom Investing Trends
Experts predict the custom institutional asset management industry will approach $3 trillion AUM by 2020.
Social Security Gains a Year of Solvency
The combined trust fund reserves are still growing and will continue to do so through 2019, the annual Trustees Report says.
Where Will the Retirement Paycheck Come From?
Providers need to start shifting participants to think income, not accumulation, Cerulli says.
40% of Employers Now Offer Financial Wellness Programs, Alliant Finds
The most common focus of most financial wellness programs is retirement planning.