| Stubborn and Familiar Worries Cited By Working Families |
| Even American families with significant assets saved cite stubborn concerns about the potential loss of an income earner and the likelihood of falling short in a longer-than-expected retirement.
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| April a Slow Month for 401(k) Trading |
| Among those who did trade, fixed income was the favored asset class.
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| 2016 PLANSPONSOR Retirement Plan Advisers of the Year |
| Since its launch in 2005, the award has grown and now includes 20 practices: 16 finalists and four winners across four categories. The winners’ practices demonstrate many of the best outcomes-based strategies that the retirement planning industry has to offer.
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| PLANADVISER Top 100 Retirement Plan Advisers Featured Profile |
| “Our advisers certainly provide what we would call the basics, including the typical plan design, investment, and fiduciary support, with the backing of a network of over 150 people and decades of experience,” explains Pensionmark Retirement Group, recognized this year in the mega team category. “Where our model has changed significantly has been due to the growth of our adviser network and centralized service model.”
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| Principal Issues Retirement Planning Challenge |
| As part of the challenge, individuals can walk through a Retirement Wellness Planner.
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| Fidelity and United Capital Team to Fight Commoditization |
| Fidelity Clearing and Custody Solutions is partnering with United Capital to help firms “drive growth by managing their clients’ moments of truth.”
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