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Retirement Industry People Moves
Transamerica promotes RVP to large-market sales director; Rea & Associates adds new plan audit services director; Ascensus acquires TPA firm for FuturePlan platform; and more.
Investment-Oriented
New Platforms Support ETFs
Some designs have removed the obstacles to investment by retirement plans
Feature
High-Tech Meets High-Touch
How advisers blend technology and coaching to engage plan participants
Trendspotting
Educating Is Important With 529s
Offering advice about these plans can deepen relationships with clients
Trendspotting
Addressing Participant Longevity
Plan design and advice will both be key as retirees aim for age 100
Trendspotting
Experts Consider LDI for 401(k)s
How a strategy from the pension plan space speaks to retirement income
Trendspotting
HCEs Gain from Workplace Advice
Retail and retirement plan advisers each have a different expertise
Trendspotting
When Sponsors Want a 3(38) Adviser
Establishing well-defined ground rules and procedures is key
Investment Focus
A Precipitous Drop in ETF Flows
BlackRock and Vanguard ETFs still lead, but mutual funds eclipse them
Data Points
Company Matches on the Rise
More than 2/3 of employers now sweeten the pot to help workers save