Look to LinkedIn for Adviser Recruits
LIMRA research finds promising alternatives to hiring from online job boards.
News
Robo-Advisers Still Spark Adviser Ambivalence
Advisers’ views are nearly tied on whether digital advice is irrelevant or competition to their business.
TRA Debuts All-Platform-Friendly Website
Through responsive Web design, the TRA website delivers full functionality and content across multiple devices.
Climate Change Could Alter Investment Strategies
In addition to its impact on the planet, climate change could also affect investments.
PSNC 2015: Retirement Readiness Benchmarks
A panel of experts at PSNC 2015 urged plan sponsors and advisers to ask, what comes after “funds, fees and fiduciary?”
PSNC 2015: Plan Decumulation Strategies and Products
Income products are a hot topic for the retirement plan industry.
Secret Questions Can Be Easy to Break
Personal knowledge questions may defeat their own actual purpose of maintaining account security.
PSNC 2015: NQDC Plan Trends and Challenges
It’s an employee benefits topic that gets less press and touches relatively few people, but employers have a lot to gain by offering nonqualified deferred compensation plans.
Study: Many Older Households Lacking Savings
The GAO reports that maybe half of near-retirees have no money put aside.
JMM CPA Debuts Benefit Plan Audits Firm
The CPA firm JMM & Associates has launched a benefit plan audits firm.
Franklin Templeton Premieres Payout Fund Series
The five-fund lineup offers a flexible drawdown solution.
401(k) Participants Feel Angst Over Retirement Costs
Many retirement plan participants worry about being able to meet their expenses in retirement.
AB Rolls Out Multi-Manager Target-Date Series
The AB Multi-Manager Select Retirement Funds, a new target-date series from AllianceBernstein, is co-managed with Morningstar Associates.
PSNC 2015: Top Trends in Retirement Planning
Anyone who has cut their teeth in the retirement benefits space knows perennial change simply comes with the territory.
PSNC 2015: The Regulatory Environment
Lifetime income, service provider process changes and privacy of retirement plan information are just a few things for which plan sponsors need to prepare.
PSNC 2015: Re-Visioning Retirement
Age Wave Co-Founder Maddy Dychtwald invites retirement plan sponsors and service providers to act as guides and leaders for the new retirement landscape.
Don’t Know Much About … Retirement Plan Fees
About 42 million people are unaware they pay fees on their work place retirement plans, research says.
New Retirement Plan Program Targets Not-for-Profits
A workplace solution from Transamerica and Merrill Lynch expands offerings for 403(b) clients.
A Ponzi in Miami Targeted Retirees, SEC Says
A Miami investment adviser allegedly used a Ponzi scheme to siphon his investors’ retirement assets.
Few Have Retirement Distribution Plans
More than half (56%) of retirement plan participants have no strategy for making their money last throughout retirement.