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trendspotting
Tax Act May Affect Retirement Plans
ESOPs, NQDCs and IRAs, plus 529 college plans, could feel the impact
trendspotting
Divorce a Retirement Roadblock
Clients and advisers alike often also overlook the possibility of losing a spouse
intro
The Next Big Thing
What could be the next major development, following the passage of the Pension Protection Act more than 10 years ago?
Data Points
403(b)s: Similar but Different
For instance, compared with others, these plans are less apt to offer loans
Careful Consideration of Client Age Groups Behooves Advisers
When working with Millennials, Generation Xers or Baby Boomers, it is crucial for advisers and sponsors to reach them with targeted communications; however, there are also some fundamentals...
Many Millennials Saving More for Retirement Than Other Generations
However, their fear of investing in the stock market could hurt their outcomes, a survey reveals.
Compliance News
Legislative and Judicial Actions
Rutledge Takes EBSA HelmThe Department of Labor (DOL) has appointed Preston Rutledge head of its Employee Benefits Security Administration (EBSA). Rutledge is former senior tax and benefits counsel...
Retirement Income, Managed Accounts and ‘Shadow Fiduciaries’
New Cerulli research shows the most common reason for which 401(k) plan sponsors offer participants a managed account service is that it can be positioned as a retirement...
Editor’s Letter
Rethinking Savings Goals
Considering participants who want to save the maximum to their 401(k)
Institutional Investors See Ninth Consecutive Positive Quarter
The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median return of 3.59% for all plan types in the fourth quarter, the longest string of positive quarterly...
Three Things Bond Fund Managers Say That Set Off Our Alarms
"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders...
Transamerica Creates Physical and Financial Wellbeing Initiative
The platform highlights the importance of integrating both physical health and financial wellness in a worker's lifestyle.
Employee Gets Jail Time for Embezzling 401(k) Funds
A former office manager of New England Anesthesiologists, Inc. was found guilty of embezzling $120,313 in employee deferrals.
U.S. Retirement Market Has Greater Propensity Towards Home Bias
According to Willis Towers Watson’s Thinking Ahead Institute’s 2018 Global Pension Assets Study, the institute sees shifts in investment models for retirement plans across the globe.
Majority of Gen Xers Say Advice Would Help With Financial Goals
Among advice attributes respondents to a T. Rowe Price survey said they would like are ease of use, inclusion of alerts about critical developments in their account and...