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ESOP Attorney Restricted in Advising Plan Fiduciaries
Johanson agreed to some of the broadest restrictions the department has sought to date on an attorney's ability to advise parties concerning transactions that involve employee benefit plans...
Financial Stress on the Rise
An increase in health care costs over the past two years is directly attributing to decreased retirement savings, a survey finds.
Baby Boomers' Retirement Confidence Decreasing
However, those who work with an adviser are better off, a survey finds.
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The Bottom Line
This year's PLANADVISER Adviser Value Survey shows that advisers are making a difference
Practice Development
Scouting for Recruits
Enrollers can make good advisers, advisers good support staff, and your best source for referrals—what adviser firms look to first when seeking new hires—could be right down the...
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
Pension Clients Saw Funding Status Dip in Q1
Declining interest rates offset the impact of strong March growth in the U.S. equity markets.
Retirement Industry People Moves
NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales...
LIMRA LOMA Offers Fiduciary Rule Resources
Planned events will facilitate collaboration across the retirement market to find industry-wide solutions.
Deeper Analysis Could Create More Efficient DC Plan
Prudential Retirement says DC Optimization can help plan sponsors design a retirement plan that supports their organizations' business objectives.
Deadline Approaching for Pre-Approved Plan Restatements
The IRS is offering a new correction method for retirement plan sponsors that miss the deadline.
Retirement Industry People Moves
PNC Asset Management moves ahead on CIO transition; Morningstar acquires RightPond analytics capabilities from Rocaton Investment Advisors.
Investment Product and Service Launches
John Hancock Investments adds three retirement portfolios to TDF suite; RMB Capital adds to investment expertise; American Funds debuts Active Scorecard fund screening tool.
Five States Get an ‘A’ for Retirement Desirability
LPL Financial Ranked U.S. states on their attractiveness for pre-retirees.
BP Deepwater Stock Drop Suit Gets DOL and SEC Consideration
The complicated litigation Whitley v. BP PLC is just the latest stock drop case to be impacted by the big-ticket Supreme Court decision in Dudenhoeffer v. Fifth Third...