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Retirement Industry People Moves
Schroders announces North American distribution hires; Senior consultant joins PEI; Wise Rhino Group hires managing director; and more.
GAO Asked to Examine Retirement System Cybersecurity
In a letter to the Government Accountability Office (GAO), lawmakers said retirement savings are "a tempting target for criminals who could hack into plans and individuals’ accounts to...
Comment Deadline Arrives for NAIC Annuity Sales Best-Interest Rule
The standard-setting and regulatory support organization governed by the chief insurance regulators of all 50 states set today as a deadline for industry comments on the latest draft...
Aon Reports Growing Cyber Security Threats
The "What's Now and What's Next" report focuses on eight specific risk areas that companies may face in 2019.
Bill Would Enable Employers to Offer Tax-Free Student Loan Repayment Assistance
The bill would expand the Employer Education Assistance Program, which only provides assistance for workers who are seeking additional education, but does not benefit individuals who already have...
Investment Product and Service Launches
FTSE Russell creates index series for asset allocation strategies; Legg Mason reveals short-duration ETF; and Schwab announces additions to ETF OneSource.
PGIM Fixed Income Experts Promote LDI Strategies for Pension Protection
Liability-driven investing is growing more important as pension plans broadly move into a phase where they are not growing but instead need to be focused on meeting their...
Americans Worry About Running Out of Money in Retirement
CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.
Sellers’ Market Brings Succession Planning to the Fore
RIA industry analysts and executives agree that it’s a “sellers’ market” when it comes to acquisitions and mergers among independent advisory shops; they warn many potential sellers are...
As Volatility Slowed in January, so Did Trading Activity
It was the slowest start to the year in the 20-plus years of the Alight Solutions 401(k) Index.
Talking Points
Talking Points
Fearing Market Risk Nearly half (48%) of Americans believe they are exposed to greater market risk today than before the 2008 financial crisis. Source: Natixis Investment Managers Military...
PLANSPONSOR Survey Results Highlight Role of Advisers in Health Care Industry
Nearly 86% of not-for-profit health care entities reported that financial advice in some form is offered to their defined contribution plan participants, compared to 79.4% of for-profit entities.
2019 PLANADVISER Micro Plan Survey
Our annual gathering of data on plans with less than $5 million in assets points to a promising market for advisers
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit
The detailed ruling comes after Schwab defendants moved to dismiss in part the plaintiff’s second amended complaint.
Introducing the 2019 PLANADVISER Top 100 Retirement Plan Advisers List
This list includes advisers who reach the top of their respective peer groups in terms of assets under advisement or number of retirement plan clients, including defined contribution,...
Ascensus Enhances Elite Advisor Program
The program pairs specialists with dedicated strategic account managers and brings access to a team of ERISA attorneys.
Senate Committee Fields Suggestions for Promoting Savings
Hearing witnesses discussed conducting a comprehensive review of the American retirement system, allowing for open multiple employer plans (MEPs), and changing certain defined contribution (DC) plan rules to...
CRR Report Quantizes Causes of Early Retirements
Changes in health commonly cause early retirements, according to CRR researchers, as do spousal retirements and marital status changes.
Liquidity Buckets and Other Strategies to Protect Boomers’ Savings
Building sources of near- and mid-term liquidity is increasingly important for Baby Boomers.