News

An Inside Perspective on Rollover Rulemaking

Ever wonder why so many different regulators are voicing concern over employer-sponsored retirement plan account rollover practices—especially rollovers into individual retirement accounts (IRAs)?

Present Value for Future Payoff

A practice is more than just a way to collect a paycheck, says Jeff Concepcion. Many advisers think of it that way, but when they want to monetize...

The MEP Revolution

Prediction: Multiple employer plans (MEPs) will grow faster than nearly any other segment of the retirement industry over the next ten years.

Can You Really Set it and Forget It?

In the two decades since target-date funds (TDFs) first entered plan investment menus, they’ve gained a reputation as a set-it-and-forget-it strategy that many experts oppose.

How to Avoid (or Survive) a Plan Audit

Aggregated qualified retirement plan audit data from the Department of Labor (DOL) shows that, of the 3,677 investigations closed in 2013, violations were found nearly 73% of the...

Lincoln Financial Names Sales Directors

Lincoln Financial Distributors, part of the Lincoln Financial Group, has named George Manning and Michael Rinaldi as regional sales directors for its intermediary retirement plan sales force.

Stronger Education, Stronger Outcomes

It’s a phenomenon unique to the retirement planning advice industry that even those participants who make good investment decisions often don’t know they’re making good decisions.