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PANC 2021: Telling Your Story
Financial advisers have new opportunities when it comes to marketing, branding and thought leadership, but there is fine line between what is trendy or new and what goes...
PANC 2021: Investigation Lessons Learned From Experience
One tip is that being in a state of audit-readiness is essential for retirement plan advisers and their plan sponsor clients—both for peace of mind and to make...
New Tool Offers Personalized Projection of Expected Health Costs in Retirement
HSA Bank's Retirement Healthcare Cost Calculator is designed to show the value of saving and investing in health savings accounts (HSAs).
6th Circuit Ruling Might Increase Withdrawing Employer Risk for Multiemployer Plans
The appellate court has rejected the use of the "Segal Blend" when calculating withdrawal liability.
Specialist Advisers Say Cybersecurity Practices a Top Factor in Recordkeeper Selection
A Cerulli Associates report finds recordkeepers expect to beef up their cybersecurity staff.
Retirement Industry People Moves
Transamerica adds new TPA services VP; Franklin Templeton to acquire O’Shaughnessy Asset Management; Financial Advocates acquires Waddell & Reed; and more.
Summary Judgment Order Favors AT&T in ERISA Dispute
In granting the defense’s motion for summary judgment, the court brings to a close one of the longest-running and most complicated ERISA lawsuits.
415 Limit Applies in Aggregate When 403(b) Participant Sponsors Another Plan
The IRS addresses how to apply the annual additions limitation in an updated Issue Snapshot.
PANC 2021: Tax Rates, RMDs and Retirement Income Planning
Just as retirement savers use investment diversification for accumulating assets, they need tax diversification for retirement income planning.
Dismissal Motions Fail in Allstate ERISA Lawsuit
The ruling breaks from other district court orders that have held ERISA plaintiffs lack Article III standing to bring claims regarding funds in which they did not personally...
Investment Product and Service Launches
Fidelity launches real-time fractional and share trading to advisers; BlackRock rolls out private market tool; abrdn presents new industrial metals ETF; and more.
PANC 2021: We (and You) Inspire. Promote. Network.
WIPN leaders and industry partners highlighted important practices when incorporating diversity in an advisory firm.
Prudential Defeats Fiduciary Breach Lawsuit
The underlying complaint was dismissed ‘without prejudice,’ meaning the plaintiff can attempt to replead the claims in a way that satisfies the rules of standing.
PANC 2021: What the [ESG] F?
A panel presented by ISS ESG discussed the history of sustainable investing and what could change for the future.
The Standard Announces New Recordkeeping Solution Aimed at Small Plans
The platform is said to accommodate plan growth without time-consuming conversions.
PANC 2021: What the Best Plan Sponsors Expect From Their Advisers
Plan sponsors list their top priorities when working with advisers and recordkeepers.
Calling Advisers With HSA Expertise
If you are an adviser who has successfully integrated health savings account planning and investing into your practice, you may want to speak at our upcoming virtual HSA...
Gallagher Launches Personalized Wellness Coaching Service
The new Gallagher Money Coaching program is focused on promoting financial well-being and resiliency through personalized coaching.
Plan Sponsors Want More Information on Guaranteed Lifetime Income Solutions
Most employers say they are waiting for their financial advisers or consultants to counsel them on the benefit.
Americans Comfortable Engaging With Financial Advisers via Mobile Tools
However, 20% say they expect to connect via mobile apps and over the phone less when the pandemic is over.