Plan sponsors and participants may not appreciate what specific adviser designations mean, but designations can still be useful for a retirement plan adviser’s business.
Knowing the audience and customizing presentations for specific participant groups are the keys to having an effective participant meeting, according to a panel of industry professionals at PLANADVISER’s...
“It would be a real shame if, instead of physical limitations, we ended up with financial limitations in our old age,″ commented Matthew Greenwald of Mathew Greenwald &...
The greater the percentage of assets an investor has invested, the more likely he is to adopt the new solution-oriented products and services emerging from investment product providers...
When communicating with retiring employees to review their retirement benefits, half of plan sponsors surveyed use a one-on-one meeting with a financial professional.
Sixty-one percent of financial advisers responding to Schwab Institutional's most recent Independent Advisor Outlook Study said having sufficient retirement savings to maintain their desired lifestyle is a constant...
An increasing menu of product choices and the growth in number of independent registered investment advisers (RIAs) are driving product providers to be more consultative, according to the...
A new report calls for asset managers to create initiatives that are more effectively tied to a firm’s brand and market position as understood by the adviser, providing...
The registered investment adviser (RIA) market will continue to experience rapid growth in the next five years says a new study from the Pershing Advisor Solutions LLC unit...
The use of brokers by institutional investors to execute single stock trades is gradually becoming defunct, giving way to more cost efficient electronic and portfolio trading systems, according...
In-plan investments that provide guaranteed income should be used as part of an overall allocation strategy, garnering only about 15% to 30% of a deferral, said Joseph Eck,...
More than eight in ten (83%) 401(k) participants acknowledged they actually do not know how much they pay in fees and expenses associated with their plan.
Advisers predict that auto enrollment and auto deferral increases are the two principal features most likely to shape the retirement marketplace over the next three years.
In order to complete a thorough benchmarking study of a retirement plan provider, it is vital that an adviser first understand a company’s culture and what the plan...