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Trends
Interest Rates’ ‘New Normal’
By bringing longer-run goals and strategy into alignment with changes in the economy, the Fed aims to strengthen support for economic recovery.
Getting Income Projections Right
Retirement industry practitioners support the provision of mandatory lifetime income disclosures to plan participants, but they also emphasize the importance of broader income conversations and education.
Investment Product and Service Launches
Pentegra and IQCIO announce new ETF model portfolios; Invesco QQQ suite reveals additional offerings; Vanguard adds Sprucegrove to oversee value fund; and more.
JPMorgan Everyday 401(k) Platform Signifies Micro-Market Competition
SS&C Technologies will act as the underlying recordkeeper for the Everyday 401(k) small-business retirement plan solution, which the firm’s leadership says will complement the existing Retirement Link platform...
Financial Wellness Is the First Step to Retirement Security
Financial wellness programs are here to stay, and they are a big part of the employee benefits landscape of the future, says Craig Copeland, a senior research associate...
BPAS Introduces PensionEase
The offering includes participant recordkeeping and compliance monitoring.
Retirement Industry People Moves
The Standard selects employee benefits lead and Rebalance names retirement services VP.
Helping Clients With Part-Time Employee Inclusion in Retirement Plans
Counting hours, implementing cashouts and finding missing participants are some of the processes plan sponsors need to review for the SECURE Act's new requirement.
Advisor Group Adds Digital Marketing Tools to Platform
The new capabilities include artificial intelligence and personalized video content.
Morgan Stanley’s Eaton Vance Acquisition Makes Waves
The move to acquire Eaton Vance, a provider of investment strategies and wealth management solutions, underscores Morgan Stanley’s goal to create a holistic advisory, investment management and brokerage...
Salesforce Ruling Offers Key Lessons About Revenue Sharing, Fee Litigation
The dismissal ruling pushes back against overly broad claims suggesting that actively managed mutual funds and revenue sharing are inherently imprudent in qualified retirement plans.
Wealth Management, RIA M&As Should Continue at Record Pace
Experts say it’s a seller’s market, and the consolidation of the industry will yield better services for retirement plan participants.
Why LinkedIn Premium Reigns Supreme for Financial Advisers
Putnam executives Mark McKenna and Rene Taber explain why LinkedIn has emerged as the social media platform of choice for financial advisers—and why many advisers are now paying...
District Court Left to Reconsider Decision in Principal GIC Contract Lawsuit
The Supreme Court has denied review of the lawsuit accusing Principal Life Insurance Co. of violating ERISA by setting the crediting rate for a guaranteed investment contract such...
Northwestern University Case Plaintiffs Petition Supreme Court
The high court has been asked to weigh in on whether allegations that investment fees charged were excessive compared to other investments is sufficient to state a claim...
Retirement Industry People Moves
Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and Motive acquire Wilshire Associates.
Assessing Available Retirement Income Options
An overview of the insured and investment solutions that are available and how advisers should evaluate them.
An Eye-Opening Millennial Q&A
Kevin Boyles at Millennium Trust says companies have been responding to the pandemic with exceptional agility—driven in no small part by the expectations of their Millennial workers.