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IRI Offers Research, Statistics and Education About Retirement Income
Outdated withdrawal strategies and risks retirees face create a need for the use of products and solutions that guarantee income, according to the 2019 Insured Retirement Institute (IRI)...
Retirement Industry People Moves
Business development manager joins Transamerica; TRA increases regional sales team with new hires; Morgan Stanley adds hires to financial solutions team; and more.
Investment Product and Service Launches
Fidelity presents new model portfolios; LGIMA builds ESG strategy for DC plans; and Russell Investments announces tax-managed fund for long-term investors.
BrightPlan Adds Enhancements to Employee Benefits Platform
The company is planning to improve the tool with personalized recommendations, investment insights and spending analysis.
Nearly Half of Vanguard Plans Use Automatic Enrollment
At year-end 2018, 66% of new plan entrants were enrolled via automatic enrollment.
Supreme Court to Weigh In on ‘Actual Knowledge’ in ERISA Cases
The Employee Retirement Income Security Act (ERISA) does not actually define "actual knowledge" required by participants who file fiduciary breach cases, and U.S. Circuit Courts are split on...
Health and Wellness Provider Offers Financial Wellness Program for Employers
Vitality, a provider of health and wellness solutions for employer groups, health plans and insurers around the globe, is making SmartDollar available to all of its clients as...
Advisers Can Help Solve the Economics of Aging
The existing retirement system was conceptualized at a time when there were just 15 to 20 people living in retirement for every 100 workers.
Reg BI Could Make It Easier for B/Ds to Compete With Retirement Plan Advisers
Experts say the new SEC rules could allow brokers to encroach into the traditional territory of advisers without having to meet the same fiduciary standard of care.
Tumbling Stocks Prompt 401(k) Investors to Make Trades
While only 0.21% of balances were exchanged in May, it was the highest monthly activity so far this year, according to Alight Solutions.
Education Can Help ‘Savers’ Feel Confident Like ‘Investors’
Nearly all of those responding to a new Schwab survey say they would feel confident about making the right financial decisions with professional help, yet only half feel...
Tackling the Industry’s Diversity and Inclusion Problem
Even though African Americans make up about 13% of the United States population, the U.S. Bureau of Labor Statistics reports this group accounts for only about 7.6% of...
Sponsors Seeking Advisers with CIT, ESG Expertise
Many retirement plan participants want to deploy their values in their portfolios, as do portfolio managers; advisers can help make this happen.
Talking Points
Talking Points
Future Fears, by Gender Fear they will outlive their assets Expect to face significant health care costs Think they will incur long-term care costs Source: LIMRA-SRI From an...
Leafhouse Packaged Solution Helps Advisers Support Plan Sponsors
The advantages of working with FlexPrecision allow financial advisers to concentrate on market opportunities and to cultivate new business.
Sourcing Advisory Talent in Unexpected Places
Advisory firms and recordkeepers are finding talent in the hospitality industry and among the ranks of the recently retired.
Tracking SECURE Act, RESA, DOL Developments and More
The SECURE Act and open MEPs are among topics explored by the PLANSPONSOR National Conference ‘Washington Update’ panel.
HANYS Moves Retirement Services Towards Smaller Market
The firm has worked with larger organizations for the past four decades, but credits the expansion towards a need for more fiduciary resources in the smaller business market.