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U.S. Drops to 18th on Natixis Retirement Index, Due to Economic Issues, Aging Population
This year’s report warns that “key risk concerns for retirement security are coming to a head in today’s rapidly changing economic environment.”
American Century Offers Tool to Retirement Plan Fiduciaries
The Income Blueprint tool seeks to make it easier for advisers to choose and evaluate in-plan guaranteed income products for their clients.
Maryland’s State-Run Retirement Program Officially Launches
The program will also help employees build emergency savings through an automatic payroll deduction.
Equitable Launches Small Business 401(k) Program
Retirement Gateway for Small Business seeks to serve small and startup 401(k) plans by easing demand on plan administrators in several areas.
PANC 2022: Participant Mindsets and Communication Strategies
Financial stresses increase the need for advisers to communicate with participants.
SEC Risk Alert Addresses Marketing Rule Compliance Examinations
The SEC’s new marketing rule is set to take effect on November 4, and the agency’s Division of Examinations says it will be looking at whether policies and...
2022 PLANADVISER National Conference
Now available on demand!
2022 PANC Photo Gallery
Photography by Matt Kalinowski
Retirement Plan Investors Face Challenges Managing Digital Accounts
According to J.D. Power, Bank of America and Charles Schwab tie for the top spot in digital participant satisfaction.
Judge Rules in Favor of Goldman Sachs in ERISA Suit
A federal judge rules that Goldman Sachs did not privilege its own mutual funds at the expense of retirement plan participants.
PANC 2022: DEI at Work
Advisers share insights about how they are changing the composition of their firms—from entry-level positions to senior management—to better reflect the demographics of the U.S.
Retirement Industry People Moves
MetLife appoints director of institutional client group; eMoney announces leadership team additions; TIAA names head of research and thought leadership arm; and more.
Alight Announces New Benefits Marketplace
The offering can provide employees with access to more than 150 services and experiences.
Janus Henderson Sued for Allegedly Favoring Its Own Funds in Its Retirement Plan
Class action lawsuit claims firm loaded its 401(k) plan with high-fee, underperforming proprietary funds.
Hearsay Aims to Help Advisers Ensure Compliance With Marketing Rule
Hearsay says its new digital client is designed to assist advisers and firms in adhering to new SEC marketing regulations.
Lori Lucas to Depart EBRI CEO Role After 5 Years at the Helm
Lucas will continue in her current role through the end of 2022 and will help the research organization search for and transition to a new leader.
Vestwell Launches 2 Products for 401(k) TPAs
The products seek to help third-party administrators scale their small and midsize plans.
Investment Product and Service Launches
Vontobel continues multi-boutique expansion in North America; AllianceBernstein launches active ETFs; and more.
Unmarried and Married Women Have Different Levels of Retirement Confidence
EBRI research demonstrates that unmarried women are significantly less confident in their ability to live securely in retirement than their married counterparts.
PANC 2022: Health, Wealth and Retirement
A discussion about how to incorporate health into retirement planning and whether the HSA market expands business opportunities for advisers.