The Emo Aspect Could Be Hurting Adviser Performance
Over the past five years, packaged portfolios have outperformed adviser-driven portfolios, says new research from Cerulli Associates.
News
EPIC Advisors Names New President
The retirement specialist advisory firm announced Manuel Marques will take on the role of president.
Settlement Reached in Fannie Mae Stock Drop Suit
Affected participants will receive $9 million, less attorneys’ fees and settlement expenses.
Electronic Disclosure Rules Are So Last Century, SPARK Says
Overly restrictive rules make it difficult for plan sponsors and service providers to distribute plan information electronically, a paper says.
Stadion Expands Its Sales Team
The money manager adds four vice presidents in key territories.
Affiliated Funds Bias Affects Participants’ Accounts
Researchers investigated whether mutual fund families acting as service providers in 401(k) plans display favoritism toward their own affiliated funds.
Bill Seeks More Digital Retirement Plan Communication
A group of Republican and Democratic members of the U.S. House introduced the Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act.
New Executive Director Joins SPARK
The SPARK Institute Inc. appointed a new executive director, Timothy Rouse.
PSNC 2015: Solving the Retirement Crisis
How willing are plan sponsors to embrace change and innovation to fend off the retirement savings crisis?
U.S. Recommends Denial of RJR Stock Case Review
U.S. Solicitor General Donald B. Verrilli Jr. said the questions before the Supreme Court in RJR Pension Investment Committee v. Richard G. Tatum do not warrant the court’s...
Social Security Claiming Is Advice Opportunity
Helping plan participants choose the right Social Security strategy can be a much-needed boon to retirement readiness.
PSNC 2015: What Participants Really Want
Looking for research-backed insights about retirement plan participant decisionmaking? We’ve got them.
PSNC 2015: DB Plan Investing
Liability-driven investing is still the game for many defined benefit plans, and equity investments can still play a role.
PSNC 2015: The Evolution of Education
Education is moving toward the value of saving, the importance of starting early and financial wellness.
PSNC 2015: Managing Administrative and Investment Fees
According to two panelist experts speaking at PSNC 2015, relying on publicly available fee benchmarking is generally not a marker of top-performing plans and plan sponsors.
PSNC 2015: Avoiding Lawsuits
It’s often simply a lack of oversight and processes not followed.
PSNC 2015: Designing Plans for Optimal Outcomes
What’s your definition of an optimal plan outcome?
PSNC 2015: Using Plan Design to Help Drive Engagement
“Think about a moment in your life when someone did something for you to put you on the right path ...”
Look to LinkedIn for Adviser Recruits
LIMRA research finds promising alternatives to hiring from online job boards.
Robo-Advisers Still Spark Adviser Ambivalence
Advisers’ views are nearly tied on whether digital advice is irrelevant or competition to their business.