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Financial Wellness Programs Offer Many Benefits to Employers
Employees of all income levels face distracting financial stress, survey finds.
Cover Story
Advisers’ Future Trajectory
Firms confront a convergence of retirement plan and wealth consulting
Advisers Increasingly Using Model Portfolios
They see them as a way to offload day-to-day asset management oversight so they can strengthen customer relationships.
Investment Product and Service Launches
intellicents builds active management feature to adviser platform and Hartford Funds releases multifactor mutual funds.
SEC Seeks to Protect Teachers and Military Personnel
The regulator is increasing its education about saving and investing to these groups, along with enforcement to safeguard them.
Learning the Medicare Alphabet Is a Must for Modern Advisers
Do you know the difference between Medicare Parts A and B? What About Parts C and D?
Many Admit They’d Take on Debt to Finance Their Child’s Education
Country Financial, which surveyed American parents, urges them to form a realistic, long-range plan.
Supreme Court to Hear IBM Stock-Drop Case
IBM asks the court to hear the case after an appeals court reverses the company’s district court win.
Interest Picks Up in Student Loan Repayment Programs
Yet, it’s important to first gauge employees’ interest in such programs, a Willis Towers Watson expert says.
SEC Votes in Approval of Final Regulation Best Interest, Form CRS
The regulator is taking a disclosure-based approach
Fidelity TDF Fees Rival Vanguard’s After Reductions
With its fee reduction, 21 of the 22 Fidelity Freedom Index Funds will have total net expenses lower than comparable Vanguard index target-date funds, Fidelity says.
Groups Ask DOL to Make 401(k) Electronic Delivery the Default
ICI, SPARK and the ACLI are among the eight organizations making the request.
Clear Disclosure Partners Helps Retirement Plans With Cybersecurity
The Cybersecurity Risk Management Program develops and manages an ongoing cybersecurity program for retirement plans.
Ubiquity Launches Financial Wellness Feature Aimed at Small Business Employers
Along with offering five custom target-date proposals, the feature will designate 3(38) investment advisers to assist plan sponsors with their investment fiduciary responsibility.
Learning from Asset Managers’ Defined Contribution Plans
Companies that help retirement plan sponsors with investments also provide benefits to their own employees; in some ways, assets managers’ plans resemble the broader marketplace, while in others...
New DIETRICH Practice Aims to Provide Annuities to DC Plans
“ANNUA is challenging the status quo around retirement savings by helping pioneer lifetime income features within 401(k)/403(b) plans at a time when participants are experiencing insufficient account balances...
Alliance Benefit Group Will Distribute iJoin Suite
The solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.
OCIOs Foresee More Derisking DB Plans Using Alternative Investments
Long-duration private debt can be used for hedging liabilities, and other alternative investments may be used for enhancing risk-adjusted returns, a report from Cerulli Associates explains.