Search results for: a
Misperceptions Over the Affordability of Using an Adviser
A survey by OneAmerica indicates roadblocks in affording financial adviser services.
PANC 2018 – Top Trends
A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined...
PANC 2018: Plan Committee Excellence
To this day, one of the most common reasons plan sponsors turn to advisers is to get assistance with governance, including items such as putting in processes that...
PANC 2018: Practice Efficiencies
The importance of hiring the right people and managing their functions efficiently.
PANC 2018: Financial Wellness
The importance of measuring return on investment and addressing participants’ short-term needs.
Closely Watched Case Regarding Burden of Proof Dismissed And Settled
A significant split among circuit courts on this issue remains unresolved.
Vestwell Adds Retirement Income Tool to Adviser Platform
The tool, from Dimensional Fund Advisors, can project asset allocation shifts and future retirement income for clients of participating advisers.
Edukate Adds Student Loan Repayment Benefit to Financial Wellness Offering
A partnership with Gradifi allows employers to offer several student loan repayment benefits.
Plan Sponsor Clients Could Do More to Enhance Participant Retirement Readiness
The Transamerica Center for Retirement Studies makes suggestions in a new report for how employers can take steps to enhance retirement security for workers.
Retirement Plan Participants Need Monthly Retirement Income Projections
LIMRA SRI found participants who were given an estimate of how their retirement plan account balance would translate to monthly income in retirement took more positive actions and...
PANC 2018: The State of Adviser M&A
With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.
PANC 2018: The Future of Retirement Advising
A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.
New Safe Harbor Rollover Explanations Consider Tax Reform Changes
The IRS has issued two modified safe harbor explanations which take into consideration changes related to qualified plan loan offsets and other statutory changes.
Seven in Ten Employees Would Participate in an Employer-Based Emergency Savings Plan
Saving more and reducing financial stress are the top reasons employees would participate.
Short-Term Rate Hikes Sting, But Long-Term Investors Can Benefit
Vanguard’s chief economist warns that rising rates may sting in the short term, but book value losses should be offset by higher future returns—rewarding those with perspective and...
ERISA 404(c) Compliance Well Worth the Effort
Frederick Reish, partner in the Drinker Biddle & Reath Employee Benefits & Executive Compensation Practice Group and Chair of the Financial Services ERISA Team, suggests a good way...
Retirement Industry People Moves
The Wagner Law Group Welcomes Attorneys Quinn and Burwick; Independent Retirement Hires Retirement Plan Consultant; SageView Hires Managing Director; and more.
The Importance of Addressing Participant Complaints
If a sponsor does not respond, they could face a civil and/or DOL lawsuit
Invesco to Purchase OppenheimerFunds, Owned by MassMutual
Sources say this leading asset manager company will bring Invesco $248 billion in new client assets.