News

BPAS Launches Plan Health Assessment Tool

BPAS, a provider of retirement plan administration services, launched the “Retirement Gap Report” report to help clients assess the overall health of their retirement plans.

What Women Want from Advisers

If advisers want to score satisfaction points with their female clients, they need to deliver holistic advice and become active listeners.

Calif. Pension System Promotes P-Share Class

The Orange County Employees Retirement System (OCERS) investment committee unanimously adopted a resolution supporting widespread industry use of pension share classes (P-share classes).

Physicians Need a Financial Check-Up

Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in...

Institutions Seek Fixed-Income ETFs

Changes in bond market conditions and institutional portfolio strategies are driving the largest U.S. investors to add more exchange-traded funds (ETFs)—especially those built on fixed-income investments.

Rethinking the 4% Withdrawal Rule

Financial professionals often suggest a 4% annual withdrawal rate for retired workers living off accumulated assets, but one service provider is pushing a more sophisticated approach.

How to Plan a Low-Income Retirement

Witnesses during a U.S. Senate subcommittee hearing shared issues and proposals policymakers should consider to ensure the retirement security of low-income workers.