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Investment Products and Services Launches
Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
It’s Not Déjà Vu, It’s a Brand New Best Interest Rulemaking Debate
The release of a thousand-page "best interest" rulemaking package by the SEC applying to all brokers and investment advisers is being hailed as a victory by some and...
Institutional Investors Not Using Efficient Investment Vehicle Selection Process
A report from Greenwich Associates concludes that a move toward more systematic instrument selection would ultimately enhance fund returns by capturing alpha invisible to the naked eye.
DOL Fiduciary Responsibilities Seminar to Be Held in NYC
The seminar will be held in Queens in New York City on May 17.
HNW Investors Worry About Health Care Costs Due to Longevity
However, they also say their wealth has helped them live a healthier life, UBS found in a survey
New Committee Hears What Led to Multiemployer Plan Crisis
Witnesses for the Joint Select Committee on Solvency of Multiemployer Pension Plans said demographics, failing industries and market returns led to the insolvency of multiemployer pension plans.
A Couple Retiring This Year Will Need $280K for Health Care
This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement.
Workers Want More Help with Retirement Planning
One-third of North American workers surveyed said their employer does not offer retirement education or coaching.
Retirement Planning for Women Should Consider Differences From Men
Women may face lower pay, more work disruptions, higher longevity and higher retirement health care costs than men, a study points out.
SEC Proposes Revised Conflict of Interest Standards for Brokers and Advisers
It will take time for the fully detailed picture to emerge, but the SEC voted late Wednesday to propose new conflict of interest standards for how broker/dealers and...
ERISApedia.com Enhances Audit Prospecting Capabilities
New features allow users to view Employee Benefit Plan Audit Prospecting ReSource firm histories dating back to the 1999 plan year.
Two-Thirds of DC Consultants Charge Fixed Dollar Fees
This is down from three-quarters last year, a PIMCO survey found
Court OKs Northern Trust DB Plan Change
A federal appellate court affirmed a lower court decision that a change to Northern Trust's DB plan benefit formula does not violate ERISA or the Age Discrimination in...
Open MEPs Top DCIIA’s Retirement Plan Coverage Gap Wish List
In a wide-ranging interview with PLANADVISER, DCIIA leaders Lew Minsky and Peg Knox outline their lead policy priorities for the remainder of 2018, including a focused push around...
Cafaro Greenleaf to Offer Personal Financial Planning Through Greenleaf Financial
Cafaro Greenleaf is offering these services to address the financial needs of many of the participants in the retirement plans it advises.
Guide to the Markets Forecasts Inflation Pressure, Yield Curve Questions
The latest J.P. Morgan Asset Management Guide to the Markets publication asks the complex but crucial question, at what level of U.S. interest rates should we start to...
Corporate and Public DB Plans Focusing on Different Outcomes
A study finds most corporate pensions are winding down, while public defined benefit plans are trying to get stronger—paths that will require some common and some different strategies.
Pershing Reveals New DC Plan Oversight Tool
The solution is aimed at helping advisers and home offices realize better efficiencies and increase transparency in retirement plan management.
Determining Health Cost Needs in Retirement Is Complex
Although some retirees face catastrophic health care cost in retirement, EBRI found that most don't.
Why Are Retirees Spending Down So Slowly?
EBRI questions whether retirees are just determined to preserve their assets or whether they need more education about spending assets in retirement—both have implications for retirement plan advisers...