Search results for: volatility
Auto Enrollment Drives Record Plan Participation, Vanguard Reports
After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.
Prudential Research Finds Gen X Particularly Unprepared for Retirement
A survey from Unbiased shows similar findings, with only 30% of U.S. adults reporting high levels of confidence about their retirement.
Investment Product and Service Launches
Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.
Young Employees Pulling Back on Retirement Contributions
Morgan Stanley at Work study reveals retirement saving erosion, as retirement head Bunnell notes the ‘central role’ of retirement plan advisers in times of volatility.
MassMutual Names New Financial Advisory, Annuity Leaders
Mike Fanning, who oversaw the firm’s sale of its retirement recordkeeping division to Empower, is set to retire.
Employer Contributions Hit Record High Among Fidelity Savers
The rate was driven by matching employees’ continued 401(k) deferral increases.
EBRI Study: Inflation, Weak Stock Market Slashed Retirement Confidence
EBRI reports sharply decreased retirement confidence, driven primarily by inflation.
Schwab Sees Record Attendance in Participant 401(k) Sessions
Participants are favoring virtual sessions, and 18% boost their 401(k) contribution rate after 1:1 engagements.
Many Small Businesses Cannot Afford Worker Retirement Plans
Monetary concerns outweigh desire to attract and retain employees, according to a new SMB index from Fidelity.
In-Person Client Meetings Return as Pandemic Dims, Volatility Remains
A recent survey shows that advisers are doing more in-person meetings amid overall increased client touchpoints.
The PLANADVISER Interview: Fiona Greig, Global Head of Investor Research and Policy, Vanguard
Research and policy expert Fiona Greig discusses moving from consumer spending and saving patterns to the world of long-term retirement investments.
Investment Product and Service Launches
Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.
Franklin Buys Managed Accounts Firm to Expand Adviser SMA Offerings
The investment manager’s purchase of volScout will add to its managed investment strategies for advisers working with institutional clients and high-net-worth investors.
LIMRA: Annuities Break Another Record in Q1, on Track for Record ’23
New PGIM research also signals a potentially larger market for the guaranteed income product.
2023 RPAY – Daniel Carlson, Farther Finance
Business at a Glance as of 12/31/22 Plan assets under advisement: $25 million Median plan size (in assets): $12.5 million Plans under administration: 2 (1 401(k) plan and...
2023 RPAY – Loraine Montanye and DBR & CO.
Business at a Glance as of 12/31/22 Plan assets under advisement: $7.1 billion Median plan size (in assets): $4.9 million Plans under administration: 46 Total participants served: 93,915...
Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of investment plan design.
Roundtable
What Participants Need
3 industry experts weigh in on how employers can help participants meet their retirement goals.
65% of Financial Advisers Braced for Recession
The majority (42%) believe it will be a “short and shallow” decline, according to an annual Nationwide survey.