2016 PLANADVISER Adviser Value Survey |
Nearly half of plans with an adviser have auto enrollment, compared to 39.6% of plans without an adviser, and auto enrollment is more likely to be in place with a fiduciary adviser.
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Mercer Updates Website for Employee Total Wellbeing |
The updated site has been designed to support employees’ specific health-, wealth-, and career-related goals, available from any mobile device or computer.
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ERISApedia Debuts Data-Mining Tool |
Among other features, the tool enables financial advisers to search Form 5500 data, along with the 5500 Schedule of Assets contained in the 5500 attachments, for specific assets or categories of assets.
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