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Participants Need More Than Savings Plan for Retirement Success
Workers surveyed said help with student loan debt and more financial education would help them achieve their financial goals.
PBGC Proposes Certain Amendments to Rules for Terminated DB Plans
The amendments to regulations on guaranteed benefits and asset allocation would incorporate statutory changes to the rules for participants with certain ownership interests in a plan sponsor.
Advisor Group Launches Retirement Plan Central Platform With Envestnet
The new comprehensive practice management platform for 401(k) advisers is powered by Envestnet Retirement Solutions' Practice Advantage solution.
Transamerica and Businessolver Link Health and Wealth Recordkeeping
Businessolver President and CEO Jon Shanahan says a new joint solution being rolled out with Transamerica better acknowledges the “intrinsic relationship between wealth and health” by delivering a...
As Participant Sentiments Improve, Sponsor Decumulation Concerns Increase
Anne Ackerley, head of BlackRock’s defined contribution business, sat down last week with PLANADVISER to offer a sneak peek at the DCIO provider’s latest DC Pulse Survey; the...
DOL Announces Fiduciary Responsibilities Seminar in Louisiana
The event will be held in Metairie, Louisiana, on April 11.
Fifty-Three Percent of Women Plan to Retire After Age 65
This includes 13% who do not plan to ever retire, according to the Transamerica Center for Retirement Studies.
DC Plans Slowly Close Pension Performance Advantage
According to data from CEM Benchmarking, defined benefit pensions have outperformed defined contribution plans by less than half a percentage point over the last decade—described as a “huge...
FINRA Rep Monitoring Rule Change Could Trigger RIA Compensation Renegotiation
The regulator is reassessing its requirements for RIAs to monitor the outside business activities of their reps; one experts argues it is likely that, if the final rule...
ETFs Can Help DB Plans With Risk and Liquidity
Justin Sibears, with Newfound Research, also cites their proliferation into so many specific areas of the market as a benefit of ETFs.
Auto Enroll and Opt-In Plans Need Different Efforts to Get Participants Engaged
A study from the TIAA Institute finds focusing on financial literacy and understanding of exponential growth boosts participation and savings in an opt-in DC plan plan, while efforts...
Financial Advisers Find Success Supporting Military Families
Military members using an adviser report contributing nearly double the amount to their retirement accounts on average compared with those lacking regular financial guidance.
Americans Saving an Average of 7.6% for Retirement
Men are saving an average of 8.9%, and women, 6.4%, PenFed Credit Union found in a survey
A Mere 16% of Fortune 500 Companies Offer a DB Plan
This is down from 59% in 1998, according to Willis Towers Watson
Retirement Industry People Moves
Brokerage Solutions Firm SaveDaily Hires Industry Veteran as CEO; Business Development Director Becomes RVP at John Hancock; OM Asset Management Rebrands as BrightSphere Investment Group; and more.
A Passionate Defense of ESG Investing from Connecticut Treasurer
While the investing rules controlling the Connecticut public pension fund are different from those governing corporate retirement plans, the argumentation as to why gun manufacturer divestment may be...
Non-Mortgage Debt Derails Retirement Savings for Many
Among those who said they would like to save more, 56% said retirement was a top reason; however, LIMRA found that debt is a major obstacle preventing many...
Trend for Accelerating DB Funding Set by Largest Plans
“We expect others in the industry will take similar actions,” says Justin Owens, director, Client Strategy & Research, Russell Investments.
Americans Plan to Turn to Advisers for Tax Reform Guidance
The Tax Cuts and Jobs Act has also increased Americans’ appetite for equities.