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IRS Life Expectancy Tables Updated for Retirees
The actuarial update is important for plan sponsor clients to note, but the effect to regular business is likely limited, as the individuals most affected are likely no...
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that...
Keeping Up with the Securing a Strong Retirement Act
Because different provisions are included in the House and Senate versions of the ambitious retirement reform legislation, a reconciliation process is likely in store.
A Conversation with the SEC at PANC 2022
Experienced retirement plan advisers know the Securities and Exchange Commission is a critical regulator for their industry. In September, we’ll sit down with the SEC for a discussion...
Retirement Industry People Moves
Mercer appoints U.S. not-for-profit CIO; CAPTRUST expands Midwest presence with new acquisition; Schroders appoints sustainability investment director.
A Q&A With an Adviser to Advisers
AssetMark’s Matt Matrisian says leading firms in the retirement plan adviser industry are increasingly focused on business management issues, with many shop leaders having to step back from...
Learn From Income Innovators at PANC 2022
Hear UCLA Professor Emeritus Shlomo Benartzi speak about practical solutions for creating an income plan, based on his groundbreaking research into behavioral finance.
Investment Product and Service Launches
Edelman’s new platform builds on existing 401(k) advice and management services with a set of expanded financial wellness, counseling and planning resources.
Senators Raise Concerns About Bitcoin in Retirement Plans
Several U.S. Senators have sent a letter requesting answers from Fidelity on their decision to allow plan sponsors to offer participants exposure to bitcoin.
The ‘Why’ Behind CAPTRUST’s First 2022 Acquisition
Rush Benton says the firm’s acquisition pipeline remains full of both large targets that would add significant scale and smaller firms that can be ‘tucked into’ CAPTRUST’s existing...
DOL Proposes Qualified Professional Asset Manager Exemption Changes
The Labor Department’s proposed amendment to a widely utilized prohibited transaction exemption is meant to ensure the exemption continues to protect plans, participants and beneficiaries.
A Conversation About Managed Accounts
Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them a strategic growth priority, during PLANADVISER’s latest Practice...
Could ‘Buy Now, Pay Later’ Trend Weaken Savers’ Financial Wellness?
Some ‘buy now, pay later’ services promise no interest or fees and no impact on a consumer’s credit score—but that is only if the user lives up to...
Pandemic’s Wake Draws Emergency Savings Accounts Into Focus
The pandemic and its impact on the global workforce have underscored the importance of—and increased demand for—a backup plan for unexpected expenses.
Emergency Savings Preparedness and Perceptions
According to EBRI, workers with household incomes of $75,000 or more are more than twice as likely to say they feel they can handle an emergency expense than...
Rocky Equity Markets, Moving Rates Help Annuities Shine
New LIMRA data shows continued equity market declines and rising interest rates drove investors to purchase record levels of fixed-rate deferred annuities in the second quarter.
The ‘Why’ Behind eMoney-Nationwide Wellness Tech Partnership
Speaking about her firm’s new partnership with eMoney, Nationwide’s Rona Guymon says the time is ripe for the integration of retirement income products with holistic advisory and financial...
Retirement Industry People Moves
Global Atlantic expands institutional business into Asia; new attorney joins The Wagner Law Group; Lincoln Financial Group names workplace solutions head; and more.
6th Circuit Ruling Revives Parts of TriHealth ERISA Lawsuit
The district court ruling in the case granted full dismissal of the excessive fee lawsuit, but the 6th Circuit has now reversed parts of the ruling and remanded...
BPAS Announces Financial Planning Tool Update
The new tool will allow advisers to meet with participants and can be used on demand to help with planning.