Search results for: SCO
Mercer Experts Put Odds In Favor of Republican Tax Reform Success
The text of a combined bill drawing together the House and Senate proposals is slowly emerging ahead of critical up-or-down floor votes scheduled for early next week.
Lawmakers Introduce Legislation to Increase Plan Access and Lifetime Income
In addition to expanding access to MEPs, the bill would facilitate lifetime income disclosure and clarify the current annuity selection safe harbor.
Investment Products and Services Launches
Hartford Funds Adds ETF Seeking Tax-Exempt Income, and Wilmington Trust Releases Margin Management Solution with AcadiaSoft Services.
Millennials Could Fare Worse in Retirement Than Older Generations
The Center for Retirement Research projects that 40% of those born between 1976 and 1985 will be unable to replace 75% of the income they received between the...
Senate HELP Committee Advances EBSA Nominee Rutledge
The advancement of President Trump’s nominee to serve as the Assistant Secretary of Labor for the Employee Benefits Security Administration might not grab mainstream media headlines, but it...
IRI Comment Letter to SEC Underscores High Stakes for Annuity Industry
IRI’s basic argument is that empirical evidence shows the outsized role advisers and consultants play in boosting investing outcomes—and that these professionals should not face overly burdensome restrictions...
investment-oriented
The Value of Fixed Income
The strategy is a good hedge against equity underperformance
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Professional Groups
Owners’ concerns are saving enough for retirement and reducing their tax liabilities
PANC
2017 PLANADVISER National Conference
Above and Beyond: How Leaders Are Confronting Fiduciary Change and New Market Realities
MetLife Study Finds Money Market Funds Losing Favor in DC Plans
The study also reveals a disconnect between the capital preservation recommendations advisers say they are providing and the actions plan sponsors are taking.
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Education vs. Advice
Part of the reason the qualified default investment alternative regulation—found in the Pension Protection Act of 2006 (PPA)—was viewed as so helpful to participants was because they often...
Retirement Industry People Moves
AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.
With Change to Pension System, Military Members Need Financial Advice
The Department of Defense is initiating the Blended Retirement System on January 1, 2018.
Individuals Expect to Take Increased Role in Retirement Savings
More than half (52%) of Americans surveyed think individuals will play a larger role in health insurance and retirement savings, a survey finds.
Investment Products and Services Launches
State Street Launches Tool to Deliver Transparency in ESG Investing; TCA Adds an Extra 18 ETFs to Advising Platform; Vanguard Releases Latest Fund to Complement Existing Index and...
Few Americans Preparing for Long-Term Health Care Savings
Only 41% of consumers surveyed understand what long-term health care expenses will be in retirement, and only one-third are confident they are saving at an appropriate rate to...