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Advicent Delivers More Accurate Health Care Cost Projections
It has launched NaviPlan 19.3 to help advisers better demonstrate their value.
A New Way to Think About Building a Retirement Planning Practice
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions?
Congress Finds Resolution to SECURE Act Deadlock in Spending Bill Passed By House
Retirement plan industry stakeholders had hoped the popular and bipartisan SECURE Act would be tied into must-pass spending legislation before year’s end, and that now appears to be...
Sen. Warren Warns DOL About Adviser Conflicts of Interest
The Democratic presidential candidate tells Department of Labor Secretary Scalia she fears the DOL is considering standards of conduct that would permit advisers providing advice on retirement savings...
Allocating Committee Time in 2020
Reviews of the investment menu often take up the most committee time, but is that the best practice?
Retirement Industry People Moves
MassMutual announces multiple hires and appointments; Charles Schwab names former TD Ameritrade president as SVP; Hamilton Capital selects retirement plans director; and more.
November Was the Lightest Trading Month for 401(k) Investors
There were no days of above-normal trading activity, according to the Alight Solutions 401(k) Index.
Carbon-Sensitive Portfolios Perform as Well as Those That Aren’t
S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well...
2021 Pension Mortality Improvement Rates Published by IRS
IRS Notice 2019-67 specifies updated mortality improvement rates and static mortality tables to be used for defined benefit pension plans during 2021.
Fiduciary Fitness
The Extent of Obligation
New committee members need not look for breaches to repair.
Investment-Oriented
Continued Growth
Hybrid QDIAs are evolving to offer a source of retirement income.
Practice Development
Active vs. Passive Enrollment
Open-enrollment month, when workers rethink their benefits, might be just the time to remind them to save for retirement.
Trendspotting
How Plan Advisers Justify Their Fees
Despite fee compression, advisers are pushing back.
Intro
What’s Next?
This issue covers end-of-year improvements, such as helping clients start a rainy-day savings program, adding women advisers to one’s practice, and getting ideas from peer respondents to our...
Editor’s Letter
The Right Context
The approximately 25%—vs. 41%—of workers who struggle to pay everyday bills are the group that we should target.