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Plan Health: The Renewed Frontier
Plan sponsors are creating a retirement readiness crusade.
February Brought Drop in Pension Buyout Appeal
The Dietrich Pension Risk Transfer Index fell nearly three points in February to 95.33.
BPAS Launches Plan Health Assessment Tool
BPAS, a provider of retirement plan administration services, launched the “Retirement Gap Report” report to help clients assess the overall health of their retirement plans.
What Women Want from Advisers
If advisers want to score satisfaction points with their female clients, they need to deliver holistic advice and become active listeners.
Industry Groups Alarmed About Tax Reform
A U.S. House leader has introduced a sweeping tax reform bill that has many in the retirement industry alarmed about its proposals concerning retirement plans.
Refunds Earmarked for Basics, Not Frills
More than half of Americans (52%) say their annual tax refund is slated for necessary expenses such as loans, credit cards and other household expenses, a survey says.
Better Outcomes Through Better Websites?
Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.
The 2014 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
PLANADVISER is proud to announce the 2014 PLANSPONSOR Retirement Plan Adviser of the Year Finalists.
U.S. Retirement System Barely Makes Top 20
The United States narrowly holds its spot among the top 20 nations globally in its capacity to meet retirement security needs and expectations.
Retirement Specialists Outperform Peers
Retirement specialist advisers are more successful than other consulting segments at earning high client satisfaction ratings and increasing key retirement readiness metrics, new research shows.
No Harm Required to Seek Plan Reformation
A federal appeals court has found a retirement plan participant need not show “harm” to pursue a remedy of plan reformation for failing to disclose information.
Well Fargo Offers Military Finance Seminars
Banking and investment services provider Wells Fargo says it is expanding its efforts to support military personnel and veterans by offering a series of free online financial education...
SEC Starts Reviews of Yet-To-Be-Examined RIAs
The Securities and Exchange Commission (SEC) says it has launched a previously announced initiative to audit registered investment advisers (RIAs) that have never been examined.
Mutual of Omaha Adds Sales Staff, Wants More
Mutual of Omaha Retirement Services named four new regional sales managers to grow business with retirement plan advisers and their defined contribution (DC) clients.
Importance of Risk Management for Institutional Investors
Over 80% of institutional investors expect risk management to play an even greater role in the investment decision process in the future, says a new study.
Invesco PowerShares Expands Smart Beta Suite
Invesco PowerShares Capital Management LLC announced that its PowerShares International BuyBack Achievers Portfolio will be listed on the NASDAQ stock market starting February 27.
Planning Guides Available from IFEBP
Two updated employee retirement planning guides from the International Foundation of Employee Benefit Plans (IFEBP) offer retirement plan participants help with timing retirement and managing pension benefits.
Accumulation Takes Back Seat to Income
The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.
BlackRock Unveils CoRI Funds
Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.