Court Affirms Dismissal of Verizon PRT Suit |
Decisions to amend the plan and transfer certain assets to an annuity contract were settlor, not fiduciary, functions, says appellate court.
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Women’s Concerns Balance Work, Life and Retirement (Study) |
More women are earning more money—but advisers could be missing the mark in how they service these clients.
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Military Members Get a Retirement Confidence Hike (Survey) |
An additional $131 a month goes into the retirement accounts of some military service members, who also then feel more confident about the chances they’ll be able to retire comfortably. These members are also taking greater strides to pay down debt.
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PLANADVISER Top 100 - Profile of the Day |
What did Joe Derickson, founder and chief executive of Retirement Wealth Management, spot when he entered financial services that sparked his interest in advising retirement plans? That was 30 years ago. Today, his firm specializes in the 403(b) market. Check out our top 100 profiles for his predictions on where the advice market is heading.
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