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Formal Retirement Plans Prompt Investors to Save More
However, only 35% of advisers have worked with their clients to develop formal retirement plans.
OCIO Model Can Improve Outcomes for DB and DC Plans
The benefits of an outsourced chief investment officer (OCIO) can lead to cost savings and improved returns.
Retirees Say Life Is More Expensive Than They Had Imagined
Health care costs, especially, come with sticker shock
Employees Accept Responsibility for Retirement Security
However, asked if they would prefer to be left to their own devices to invest or have their employer provide them a set retirement paycheck for life, 58%...
Launch of Stradley Ronon Fiduciary Governance Group Reflects Litigation Trends
Amid a glut of retirement plan industry litigation and regulatory change, advisers are asking the twin questions of whether one owes a fiduciary duty to their client, and...
Advisers Say Active and Passive Investing Go Hand in Hand
Within U.S. equities, the asset classes they see the most promise in are technology and small cap.
Mercer TDF Analysis Highlights Passive Growth, Home Equity Bias
In its discussions with TDF managers, Mercer has found many managers say they have not aligned with the ACWI, and have continued with portfolios that display home equity...
Trendspotting
Talking Points
Dismal Outlook for Millennials 67% Fear they will outlive their savings 47% Think they will be unable to retire when they would like 34% Participate in a retirement...
Fiduciary Fitness
Duty to Investigate
Determining whether a plan acts in participants’ best interest
Client Communications
Retirement Income Options
Helping sponsors sort out what’s best for retiring workers
Micro Scope
Working Down-Market
What micro plans look for and how to meet those expectations profitably
Investment-Oriented
A QDIA in Transition
Participants are moved to a managed account as they draw close to retirement
Practice Management
Taking on Discretion
Should you offer 3(38) fiduciary services or outsource the role?
More Saving for Retirement, but Few Confident It’s Enough
Bruce McClary, vice president of communications at the NFCC, said men have the highest levels of financial confidence, but are less likely than women to reach out for...
Peers Play a Big Role in Adviser Relocations, Independence Decisions
Almost half of advisers who left their firm moved along with a larger team in 2017, versus 34% in 2012, according to data shared by Fidelity Clearing and...
Trendspotting
Avoiding Financial Shocks
By cutting back, retirees can absorb money-related hardships