Advisers Expect Retirement Plan Coverage to Expand Due to SECURE Act
Leading defined contribution (DC) consultants also expect participants will increase their savings rates.
Products & Services
Investment Product and Service Launches
MATC releases portfolio gallery with global asset managers; Ascensus adds advice and managed accounts services; New York Life partners with...
Envestnet Offers Retirement Analytics Solution for Enterprise Home Offices
It is designed to help broker/dealers make strategic decisions about their books of business.
Investors Expect Advisers to Connect Their Financial Plan to Their Values
Research finds that if this goal is met, advisers’ share of wallet increases.
Investment Product and Service Launches
Transamerica announces management fee reductions and J.P. Morgan AM reduces fees in two series.
Alliance for Lifetime Income Creates Income Presentation
The offering is designed for financial professionals to deliver to clients and prospects.
Principal Creates 401(k) Platform for Small Businesses
Simply Retirement by Principal is designed for companies with fewer than 100 employees.
Investment Product and Service Launches
Vanguard makes changes to money market fund lineup, and S&P Dow Jones Indices announces changes to the DJIA.
FinFit Creates Savings Account With Employer Match
Employers can match up to 100% of employees’ contributions.
Advisers’ New Challenge Is Helping Investors Navigate Volatility
On the heels of a 12-year bull market, investors unrealistically still expect outsized returns, Natixis finds.
DCIIA Publishes First Paper in Series on Managed Accounts
The primer includes a review of the basics of managed accounts, a description of how they can be offered and considerations for determining if they are right for...
Massive Teacher Retirements Could Hurt Pensions
It would increase public pension plans’ required contributions and result in lower contributions by members.
Alger to Launch Its First Set of Actively Managed ETFs
Brown Brothers Harriman & Co. (BBH) will be the custodian, administrator and transfer agent of the funds.
ShareBuilder 401k Announces Discounts on Safe Harbor Accounts
The offer will run until the October 1 safe harbor deadline.
Security Benefit Launches Retirement Plan Mobile App
The company is also offering a new platform that combines health and financial wellness.
15th Anniversary of RPAY: James Worrell
James Worrell has seen his team expand with more members, assets under management and a new service model since he...
Lockton Creates PEP Solutions for Small and Large Employers
The launch will be available to clients in the Northeast and extend nationally over the course of several months.
Rebalance Offers Personalized 401(k) Products to Small Businesses
The firm will also assume the role of investment adviser to the plan, and therefore accept most of the fiduciary responsibilities as well.
Advising Early Retirees on Money Management
Retiring early can be stressful for workers, but with help from advisers, it doesn’t have to be.
Northshire Consulting Selects 401GO as Recordkeeper
The partnership will focus on the firm’s National Chamber of Commerce Micro Market Solution.