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Retirement Industry People Moves
Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division.
Helping Employers Sort HSA Facts from Fictions
The health care plan and the health savings account are not the same thing; while the employer has some administrative responsibilities, the HSA belongs wholly to the employee...
Participation Rates Not Affected by Student Loans
A brief by the Center of Retirement Research studied how the size and scope of student loans affects 401(k) participation and retirement wealth accumulation.
FiduciaryFirst Revamps Website to Offer Financial Wellness
It also includes behavioral finance, educational and video sections.
Retirement Industry People Moves
DCIO Head Joins Putnam; Jennison Associates Adds Consultant Relations Professionals; Sales Directors Join Lincoln Financial; and more.
Participants Speak Clearly About Need for DC Account Income Planning
A new report published by Cerulli Associates draws out participant perspectives on the topic of DC plan decumulation, revealing that many of those leaving the work force feel...
Reaching New Markets: Cash Balance Strategic Plan Terminations
“What actually is a strategic plan termination?” This is a question Dan Kravitz hears quite a lot from both defined benefit plan sponsors and retirement specialist advisers.
Second Amended ERISA Complaint Targeting Xerox HR Solutions Tossed by District Court
Considering a second amended complaint much broader than the original, a district court has once again rejected allegations by participants in a Ford Motor Company retirement plan that...
Mutual of Omaha Launches Calculator to Help 401(k) Participants Achieve Goals
The tool allows financial advisers to view participant retirement visions and help with calculations that can be used to set retirement savings objectives.
Groom Law Group Calls for IRS Determination Letter Program Expansion
At the start of 2017, the Internal Revenue Service dramatically limited when a retirement plan could seek an individual determination on its tax-qualified status; ERISA attorneys are calling...
MetLife Faces Court Challenges for Pension Risk Transfer and Beneficiary Practices
According to the text of the complaint, the action seeks to hold MetLife accountable for the company’s conversion of more than $500 million in annuitized retirement benefits, interest,...
Education Critical to Helping Participants Use a Retirement Plan
Ongoing education makes participants aware of the plan and underscores its value.
ESG Fund Performance Goes Under Cerulli’s Microscope
As an investment professional or a client, there are a lot of reasons to feel positive about the topic of environmental and socially minded investing, but new Cerulli...
Retirement Industry People Moves
DWC Adds Marketing Director Position; Account Executive Joins Voya; Hancock Whitney Chooses Envestnet for Broker-Dealer Lines; and more.
In Memoriam: How the Fiduciary Rule Changed the Retirement Industry
With the news emerging that the 5th U.S. Circuit Court of Appeals has certified its ruling to vacate the DOL fiduciary rule, Scott Gehman, a retirement plan consultant...
Competing for Advisers With Tools and Services: Retirement Industry M&A Activity
Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms...
PSNC 2018: Effects of Fee Considerations in a Complex Industry
Panelists discussed recent trends in fees and how providers can keep plan sponsors and participants up to date.
PSNC 2018: Participant Advice in an Era of Fiduciary Uncertainty
Participant advice has highly progressed in the latest years, with the introduction of mobile technology and advanced systems, but how will it change under the new fiduciary rule...
PSNC 2018: Asset Allocation Comprehension for Plan Sponsors and Participants
The panel focused on current asset allocation trends, and then shifted to what plan sponsors and participants need to know about these investment products.
Lessons from Litigation: Process Matters Most
When it comes to fiduciary liability insurance, having the broadest possible statement of coverage is generally best; this is because it is a functional test for determining whether...