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SCOTUS Decision Could Impact Retirement Plans
The Supreme Court same-sex marriage decision is applied to retirement plans in IRS guidance.
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Todd Howard
National Sales Manager, Retirement and Investment Only, Voya Investment Management
IRS Releases 2015 Cumulative List
The list of changes in plan qualification requirements is used by retirement plan sponsors and practitioners submitting determination letter applications for their plan documents.
Buoyant Investors Head into New Year
With a positive attitude and optimistic plans for financial health, investors also say finances will be unaffected by a new baby, caring for aging parents and rising interest...
SCOTUS Case Could Reshape ERISA Liens and Damages
ERISA attorney Nancy Ross explains the potential outcomes of Montanile v. Board of Trustees, a low-flying but potentially important Supreme Court case testing the difference between damages and...
Number of First-Time 401(k) Savers Jumped in 2015
First-time health savings account usage also increased nicely.
Investment Product and Service Launches for the Week
Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...
Investors Brace for a Bumpy Ride
Overall investor optimism is stable, but the retiree outlook is less rosy.
Why Plan Sponsors Search for New Advisers
Data from RFP assistance provider InHub reveals why plan sponsors search for new plan advisers, what they ask for, and mistakes advisers make in the RFP process.
Lifetime Income Providers Tout Ongoing Innovation
Retirement plan participants are slowly but surely gaining better access to lifetime income products, according to new reporting from the Insured Retirement Institute.
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2015 PLANADVISER National Conference
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Advisers Play Key Role Institutionalizing DC Plans
Teaching defined contribution plan sponsors to manage money more like their pension plan counterparts—and other large institutions known for efficient investing—leads to better outcomes, experts say.
Retirement Planning Is Relative, But Inflection Points Do Matter
Part of what makes universal retirement planning advice hard to apply is that consumption datasets are inherently noisy, and “savings is the flip side of consumption.”
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A Look Back at 2015
When you think back on 2015 and what happened in the retirement plan industry, what will come to mind?
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Everything You Need to Know About … Unleash
Unleash, which was designed to help small-business owners manage their income and expenses, markets itself as “Your Cloud CFO.”