Search results for: SCO

The tool helps small employers and advisers find the right retirement savings option to offer employees.

While falling short of the open multiple employer plan expansion industry advocates are calling for, the DOL’s expansion of “association retirement plans” could be a significant step toward...

The agency has issued proposed rules on Benefits Payable in Terminated Single-Employer Plans and Allocation of Assets in Single-Employer Plans, as well as the assumptions PBGC uses to...

However, the judge voiced concerns about the amount of plan assets invested in proprietary products and has granted the plaintiffs leave to again amend their compliant.

Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.

David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities.

Both the U.S. Solicitor and the Pension Rights Center argue that current funded status of a defined benefit (DB) plan is not a proper measure for whether the...

Hub International’s buying streak of retirement specialist brokerage and advisory firms continues.

WhartonHill’s leaders say they will also continue their partnership with both Global Retirement Partners and LPL Financial, “and look forward to expanding that relationship going forward.”

What strategies are most effective for attracting younger and more diverse job candidates?

How NQDC plans can help plan sponsor clients attract, retain and reward key employees and executives.

Managed accounts, target-date funds, hybrid funds and risk-based models are all prevalent in today’s defined contribution retirement plan marketplace.

Industry insiders discuss what a ‘true financial wellness program’ is and is not—and what it should consist of.

Hub’s buying streak of established retirement plan advisory firms continues with the acquisition of EPIC Retirement Services Consulting in New York. 

The attorneys argue that the CalSavers program goes against ERISA's intent for a voluntary benefits offering and a nationally uniform plan administration structure.

Offering guidance to participants is critically important, advisers say, and can yield profitable wealth management relationships.

Experts discuss changes that will affect advisers, such as Reg BI, the new Customer Relationship Summary form and the DOL, post-Secretary Acosta.

“We're excited for Barbara Delaney and the team to join Hub,” said David Reich, National President, Hub Retirement and Private Wealth.

Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company.