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| Sponsored message from Riskalyze |
| Using Risk to Manage Client Expectations |
| One of the biggest challenges that advisors face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust.
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| House Financial Services Committee Vote Snubs DOL |
| Given President Obama’s strong top-down push for employee benefits reform and a friendlier Senate, conventional wisdom says HR 1090 probably won’t get much further.
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| Why Participation Is Low in K-12 403(b) Plans |
| Employers cite several reasons they think employees don’t participate in their 403(b) plans, but it may come down to employees’ inability to save more.
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| ERIC Asks IRS Not to Eliminate Determination Letters |
| In a comment letter to the Internal Revenue Service about its proposal to eliminate its determination letter program for individually designed plans, the ERISA Industry Committee (ERIC) asked the IRS to reconsider.
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| New Investment Products and Services |
| New products and services this week include index crediting strategies from Voya Financial and the uptake of PFaroe by NEPC.
Read more > |
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