| Sponsored message from T. ROWE PRICE |
| Time to take action: find a financial wellness provider |
| Help plan sponsors assess and select a financial wellness program that works for them.
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| Volatility Can Strengthen the Advisory Relationship |
| Advisers are finding new ways to help clients cope with the powerful sense of panic that can quickly set in when broad equity market indexes start to fall.
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| Employers Looking for Help on Voluntary Benefits |
| Nearly four out of 10 employers who are currently not working with an adviser say they would like help administering such voluntary benefits as retirement plans, life and disability insurance, and other wealth protection benefits for employees.
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| Basic Training |
| While there is nothing in ERISA that specifically requires fiduciary committee training, such training has come up in 401(k) lawsuits lately. In those cases, the fact that a committee has received fiduciary training has been viewed as favorable.
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| Plan Participants Need Understanding of Roth Accounts |
| A Willis Towers Watson survey found less than 10% of plan participants that have the option currently make Roth 401(k) contributions.
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| 2016 PLANADVISER Top 100 Retirement Plan Advisers Featured Profile |
| LeafHouse Financial Advisors, recognized in the small team category, describes itself as “a technology firm run by financial geeks; not a financial firm run by technology geeks.” A big portion of the firm’s time and energy go towards technology development and leveraging participant data.
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