Search results for: SCO
Beyond (k)
2017 PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, advisers focus on their preferred firm
research
2017 PLANSPONSOR Target-Date Fund Buyer’s Guide
Our guide to the size, scope and design of target-date options
fiduciary fitness
The Courts Differ on Vicarious Liability
Still, fiduciaries should monitor internal workers on the plan
Investors Concerned About Near Term Volatility
Several Americans across generations fear their portfolios aren’t diversified enough to secure a comfortable retirement in the event of a market correction.
Editor’s Letter
Hiding in Plain Sight
Use a higher default rate for employees who were already participating in a retirement plan
Practice Development
Deciding to Team Up
In spite of doubts or questions, sometimes only an 'M' or 'A' will do
trendspotting
Trendspotting Charts and Talking Points
A look at employees' latest concerns and what these mean to adviser
Catering to Millennial Investors and Job Seekers
According to data from Wells Fargo and TheMuse, if given $1,000 in spare cash to invest, 86% of Millennials would be motivated to invest in a company that...
Plaintiffs Fail to Meet Pleading Standards in Wells Fargo Stock Drop Suit
A federal judge dismissed a consolidated case against Wells Fargo's 401(k) plan fiduciaries.
Adviser Delivery Methods Crucial for Potential Clients
LIMRA finds that consumers want a one-stop-shopping approach to financial advice, which allows them to receive guidance on all aspects of their financial life from a single source.
Retirement Industry People Moves
Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.
University of Pennsylvania Wins Dismissal of Case Against 403(b)
The case had challenged multiple recordkeepers, multiple investment options and the use of retail share class funds.
Privacy Policy
Institutional Shareholder Services Inc.PRIVACY STATEMENT IMPLEMENTED JANUARY 1, 2020The Institutional Shareholder Services Inc. Privacy Statement applies to PLANADVISER.IntroductionWe are deeply committed to protecting the privacy of your personal...
Fi360 Enhances Fiduciary Toolkit with Prospecting Feature
The new business-development capability allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio.