Search results for: SCO
Making Retirement Income Projections Useful
Plan participants need advisers to go beyond just awareness of their balance to thinking about that balance in the form of retirement income or an income stream.
Six Misconceptions About Social Security That Can Affect Participants
Not recognizing the impact of claiming benefits early – or the benefit of waiting – is essential.
What Advisers’ Need to Know to Discuss Medicare
Discussing a participant’s particular needs well ahead of their 65th birthday is key.
Adviser Product Partnerships
The Standard partners with Noyo to modernize the customer experience; Abel Noser Solutions and OWL ESG partner to offer ESG consensus ratings system; Quility announces launch of Quility...
Outdated Mortality Table ERISA Suit Filed in Arizona
The lawsuit alleges that Pinnacle West, an electric utility, used outdated mortality tables, causing it to underestimate the present value of employee pensions.
Compliance News
Legislative and Judicial Actions
The DOL updates auditor independence rules; the IRS extends plans’ amendment deadlines for certain CARES Act and Tax Relief Act provisions; MarylandSaves, the latest state-run plan, launches; and...
Beyond 401(k) / Participant Services
The Full Potential
Helping sponsors determine what retiree services to offer plan participants.
Beyond 401(k) / Small Plans
Scaling for the Future
A SEP plan or SIMPLE can be a bridge to a traditional DC plan.
Beyond 401(k) / 403(b) Plans
Reg BI’s Impact on 403(b)s
How the regulation applies can be nothing short of complicated
PANC
2022 PLANADVISER National Conference
Challenges plan advisers face when developing business strategies—and how to resolve them.
Millennials and Gen Z Wealth Rises 25%, Outpacing Gen X and Boomers
The growing wealth of younger generations brings more challenges – and opportunities – to the investing and retirement planning sector, according to a report from Cerulli.
Think Again: When Should Workers Begin Saving for Retirement?
A new study in the Journal of Retirement argues that if one’s goal for retirement saving is to keep their income as level as possible through their life,...
Financial Advisers Increasingly Turn to Alternative Investments Amid Stock and Bond Declines
A Broadridge adviser survey saw an 8% jump in alt investment use over the year, though many aren’t fully satisfied with available options.
Investment Product and Service Launches
Milliman launches enhanced retirement security projection tool; Wealthcare launches new enhancements to its patented Comfort Zone; T. Rowe Price introduces emergency savings app; and more.
Elevator Constructors’ Union Retirement Plan Sued
Two counts for breach of fiduciary duty were brought against the defendants.
The Appeal of Guaranteed Lifetime Income Option Is Growing Among Participants
While more participants are looking for a consistent source of income in retirement, they also want the flexibility to change their payments when needed.
Sequoia Secures $200M from PE Firm Valeas to Fuel Continued Growth
The wealth management firm continues an acquisitions push after nearly doubling assets under management to $10 billion last year.
Growth of Digital Assets Spurs New Regulatory Proposals
As interest in cryptocurrencies for retirement grows, policymakers look for ways to contain the risk of digital assets without limiting innovation.