Adviser Opportunity in Educating the Plan Committee |
“Education for the committee is one of the major services an adviser provides,” says Steve Bogner, managing director of HighTower at Treasury Partners. “The adviser should be able to come in and address the major areas: risk, the employee experience, the cost of the funds and of the platform.”
Read more > |
|
Millennials Have Financial Priorities Ahead of Retirement Saving |
The latest Allstate/National Journal Heartland Monitor Poll finds 32% of “younger” Americans believe paying off credit card and student loan debt is the best use of the money they have right now.
Read more > |
|
Advisers Can Help Sponsors Tackle Plan Problems |
The 2015 edition of Vanguard’s “How America Saves” study shows how plan advisers can help their sponsor clients to continue to develop the defined contribution workplace savings model. Among the findings, the study outlines increased use of automatic enrollment among the Vanguard client base. At year-end 2014, 36% of Vanguard plans had implemented auto-enrollment, a 50% increase since 2009.
Read more > |
|
Franklin Templeton Expands TDF Series |
Franklin Templeton Investments has expanded its retirement target fund lineup for U.S. investors with the introduction of Franklin LifeSmart 2055 Retirement Target Fund. Like other funds in the series, the fund’s assets are allocated among the broad asset classes of equity, fixed-income and alternative investments by investing predominantly in other Franklin Templeton mutual funds.
Read more > |
|
DIVERSIONS: What Are the Qualities of an Outstanding Manager? |
Many are called, but few have the traits that make a truly remarkable leader, a Gallup report says. The very skill that leads to a promotion may not be the one that makes an effective leader. Gender plays a part, too: Women seem to have an edge over men as managers and as leaders.
Read more > |
|