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2015 Year in Preview
Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.
Financial Barriers Delay Retirement for Boomers
Lower investable assets and higher health care costs are delaying retirement for the 94% of working middle-income Baby Boomers with plans to retire one day.
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2014 PLANADVISER National Conference
Optimizing plan and practice outcomes—best practices for retirement plan advisers
Editor’s Letter
An Honest Look
Recently, I was sent yet another article with a headline referencing “hidden 401(k) fees” and a message of caution to plan sponsors about what they are paying.
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Everything You Need to Know About … Talk It
For many retirement plan advisers, especially those who frequently travel to and from their clients’ offices, keeping track of the various reports and correspondences that allow their firms...
Fees Still Baffle Plan Participants
The majority of Wisconsin retirement plan participants still do not understand the fees they pay in...
Most 401(k) Plan Sponsors Actively Engage in Plan Design
Employers sponsoring 401(k) plans use a range of employer match formulas and offer a variety of investment choices with lower fees.
Morningstar Debuts Global Equity Indexes
More than 60 new global equity indexes introduced by Morningstar provide benchmarking tools that reflect the performance of equity markets worldwide.
With No Presumption of Prudence, RadioShack Faces New Lawsuit
A lawsuit has been filed that some say is the first to cite the Supreme Court case about whether retirement plan fiduciaries have a presumption of prudence for...
Plenty of Regulatory Action Ahead for Retirement Industry
Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential regulatory and legislative actions related to employer-sponsored retirement...
Fidelity Teams With LearnVest for Adviser Program
LearnVest content and financial wellness support are now available for many advisers working with Fidelity Institutional, along with expanded options for digitizing client support and advice.
American Century Debuts Income Fund
The Multi-Asset Income Fund from American Century Investments aims to provide sustainable monthly income from a diversified mix of domestic and foreign fixed-income and equity investments.
Pension Funds to More Proactively Manage Assets
Pension funds globally say they intend to adopt a more proactive approach to managing their assets,...
Changing Jobs Can Be Hard on Millennial Retirement Balances
Millennials change jobs more frequently, giving them more opportunities to cash out of their 401(k) plans and cut into future retirement savings, says Spencer Williams of Retirement Clearinghouse.