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The Advantages of Managing Retirement Plans Through a Single Recordkeeper
A Principal study finds employer and employee satisfaction levels are higher when plan sponsors work with one recordkeeper.
Inflation Fears Ease (for Some) Amid a Murkier Market Outlook
As some investment analysts argue inflation has peaked, and that it should soon return to an average annual rate in line with recent history, others are focused on...
Retirement Policies Feature in Draft Budget Language Going Before House Committee
Budget reconciliation legislation set for debate in Congress gives top billing to universal paid family and medical leave, but key retirement policies also stand out, including a broad...
US SIF Lays Out Steps for Plan Sponsors to Consider Before Adding ESG Investments
The guide also explains how plan advisers can help employers add sustainable funds to their lineups.
Oshkosh ERISA Challenge Squashed by District Court
Allegations that the company inappropriately favored actively managed funds over passive investment options for its retirement plan have fallen short upon preliminary review in federal court.
S&P Global Finds Little Evidence of ‘Greenwashing’ of Sustainable Investments
It says work is underway to bring uniformity, clarity and accountability to the environmental, social and governance (ESG) investing market.
Retirement Industry People Moves
Johnson Financial joins Farpointe; EdgeCo selects new SVP; Lincoln Financial Group announces executive leader succession plans; and more.
Order Sanctions Fiduciary Who Diverted Millions From Clients
A DOL investigation and legal pursuit that have spanned the better part of two decades have drawn to a close, resulting in a $42 million judgment against the...
Teacher Pensions Are Broad Retirement Security Issue
A new report from nonprofit group Bellwether Education Partners ranks public school teachers’ pensions by state, arguing that everyone has a stake in pension systems that are supported...
ShareBuilder 401(k) Announces ESG Additions to ETF Lineup
The firm says these additions allow customers to include all three ESG categories within their 401(k)s.
‘Public-Private’ Retirement Programs Have Strong Support
An AARP poll taken in Michigan identified widespread approval for the concept of a state-run retirement savings program for workers who lack access to other retirement savings opportunities.
Is Bond Fund Misclassification a Serious Problem?
PLANADVISER wades into the tricky and not uncontroversial topic of bond fund classification, or 'misclassification,' as it were.
Accelerate Retirement Announces Alliance for Independent Advisers
The technology engine behind Accelerate is a version of RPAG’s adviser platform.
Empower Says Drop the Jargon, Focus on Clarity
An Empower white paper makes the case that retirement plan sponsors and advisers should use simpler language in retirement planning communications, finding that participants are more likely to...
Lawmakers Running Out of Time for Fixing Social Security
The more they wait, the more significant the changes affecting workers and beneficiaries will be, according to the Social Security Board of Trustees' annual report.
SDBA Trading Volumes Remain Unchanged in 2021
Despite some fears, participants saw account growth year-over-year as stocks continued to climb off the March 2020 low and consumer confidence surged back to pre-pandemic levels.
Without a Financial Plan, U.S. Workers Grapple With Debt
Meanwhile, the IRI says most workers nearing retirement haven’t saved enough.
SEC Makes Good on Cybersecurity Enforcement Pledge
Earlier this year, the agency published a list of 2021 examination priorities that prominently featured issues pertaining to cybersecurity, and now it has sanctioned eight firms for related...
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
A new case study suggests even advisers with decades of industry experience can attain measurable growth improvements with the short-term addition of training, coaching and peer accountability.
Transamerica Launches Exchange Platform Featuring UBS RPM
Transamerica's program will be offered exclusively through UBS Financial Advisors.