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Will Your Plan Sponsor Clients Attend PLANSPONSOR National Conference 2018?
While the conference is quickly approaching, there is still time to sign up. All the information you need is here.
CRR Makes Recommendations for Improving Retirement System
In a letter to the Department of Labor, researchers for the Center of Retirement Research at Boston College make policy recommendations to address defined contribution plan portability and...
Advisers Continue to Select ETFs as Preferred Investment Vehicle
The vehicle has maintained the popularity vote since 2010.
TDF Investor Behavior Improves, But Allocation Mistakes Remain Common
Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.
Sponsored by OneAmerica
Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income
Sponsored by OneAmerica
Sponsored by Schwab Retirement Plan Services, Inc.
Making Workplace Financial Wellness Actionable: Moving Beyond Education
The notion of promoting financial wellness through workplace programs has been gaining traction for several years now. Still, fewer than one in four employers have implemented a financial...
Sponsored by Charles Schwab
Invesco Latest Target of ERISA Self-Dealing Lawsuit
In a complicated complaint filed in federal district court, participants in Invesco’s retirement plan say they have been subject to disloyal and imprudent decisions made by conflicted plan...
Plaintiff Loses Second Attempt at Stock Drop Suit Against Edison
A federal judge is allowing the plaintiff one last chance to make more context-specific arguments in her case.
Workers Are Comfortable, Yet Concerned Over Stock Market
An Allianz Life study found that while there was an increase in comfort with the market, workers continue to worry about their retirement savings.
Roth Conversions Part of the Tax Diversification Tool Belt
Under IRS guidance, participants can select to convert their entire pre-tax balance or a portion of it; they often have a lot of questions about the right amount...
Sponsored by Schwab Retirement Plan Services, Inc.
Three Key Insights to Consider for Building Confidence and Improving Outcomes
Insights on how using increased levels of guidance and advice may help build better outcomes for your clients’ employees
PBGC Multiemployer Insurance Program May Fold Within the Decade
Over the next decade, the financial condition of PBGC’s Multiemployer Insurance Program is expected to steadily worsen, leaving very little chance that the program will remain solvent beyond...
Retirement Industry People Moves
Principal Acquires Finance Tech Company to Offer Adviser Solutions; Voya Promotes Industry Veteran to Regional VP of Small-Mid Corporate Markets; CAPTRUST Board of Advisors Sees Leadership Changes; and...
Practice Management
The Retirement Purse
Should a participant's TDF still seek returns after he crosses the finish line?
Participants in Advised SDBAs Have More Diversified Allocation
A report based on data from participants in the Schwab Personal Choice Retirement Account says 18.7% of SDBA accounts were managed by an independent investment adviser.
Beyond (k)
Clean Shares’ Popularity
The class improves fee transparency but still needs a clearer definition
Lawsuit Seeks to Halt Rollout of California Secure Choice Savings
The Howard Jarvis Taxpayers Association wants a federal district court to halt the program, based on ERISA preemption and the possibility that home-owning Californians could be called on...