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Retirement Industry People Moves
GFMA Announces New Executive Director; T. Rowe Price Adds Executives to Institutional Business Development; Capview Partners Welcomes Managing Director & Head of Client Relations; and more.
Older Americans in Urgent Need of Retirement Income Education
Most older Americans know very little about annuities, but the majority believe a source of guaranteed lifetime income in retirement is important, according to a study by the...
Public Employees Not Confident About Retirement
The overwhelming majority worry that they will run out of money in retirement.
Merrill Lynch Reaches Tentative Settlement in ERISA Suit
Two years of litigation and negotiation later, the parties have reached a proposed agreement to settle the class action, valued at $25 million.
PSNC 2017: How Current Trends Will Drive the Future Retirement Planning Market
BrightScope data included developments in the retirement industry and what to look forward to in the future.
Smart Beta Could be the Next Step in TDF Innovation
In a world of heightened fee pressure and low long-term returns, asset managers are redesigning widely used TDFs and some are turning to strategic beta.
ESG Used To Motivate Greater Savings and Mitigate Risk
For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates.
Mutual Fund Fees Keep Dipping in 401(k)s
The average price to invest in hybrid mutual funds has declined by 38% since 2000, according to the latest study by ICI.
Investment Products and Service Launches
Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.
Fiduciary Reforms Will Impact Expanding HSA Market
The DOL fiduciary rule expansion establishes ERISA fair dealing requirements in the sale and service of health savings accounts; employers have a lot of questions about what this...
Sponsored by Ascensus
Helping Clients Find the Right College Savings Strategy
Steve Dombrower, CFA, SVP of adviser strategy and investment management at Ascensus talks to PLANADVISER about college savings trends and the role of the adviser
Hospital Church Plan Challenges Still Face Long Road
The Supreme Court, in its decision about the definition of church plan, left out two key issues in the lawsuits, which it said were not issues before it.
Education Costs Put the Squeeze on Retirement Savings
Advisers say that parents should still consider their own needs, even when putting a child through college is a priority.
servicing strategies
Avoidance Strategies
How advisers can help sponsors steer clear of common plan errors
PSNC 2017: Investment Trends Put Premium on Savings
Even with more innovative approaches to building menus, the experts agreed that workers today “will not be able to invest their way out of the major challenges they...
PSNC 2017: How to Repair Common Plan Errors
What programs are available to help when a plan error gets committed?
Working on Current Health Important to Retirement Planning
Achieving retirement aspirations requires more than saving, investing and planning, it also depends on staying in good health, a survey report notes.