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Senate HELP Committee Advances EBSA Nominee Rutledge
The advancement of President Trump’s nominee to serve as the Assistant Secretary of Labor for the Employee Benefits Security Administration might not grab mainstream media headlines, but it...
IRI Comment Letter to SEC Underscores High Stakes for Annuity Industry
IRI’s basic argument is that empirical evidence shows the outsized role advisers and consultants play in boosting investing outcomes—and that these professionals should not face overly burdensome restrictions...
Small-Businesses Workers Require Greater Retirement Plan Access
New research from Finhabits, a retirement plan robo-advisory platform, suggests small businesses in Hispanic-majority metro areas struggle to offer retirement plans, but there are opportunities for significantly improving...
Congressional Democrats Continue Push on Butch Lewis Act
The legislation would take steps to provide additional anti-cutback protections for Teamsters, miners, and other unionized American workers who have paid significant sums into multiemployer pension funds.
Lawmakers Reintroduce Bill to Encourage Electronic Retirement Plan Disclosures
The RETIRE Act would ensure employers make retirement information easily accessible online, while providing protections for employees who prefer to receive paper documents.
Many People Plan to Continue Working in Retirement
With Americans expecting to live to age 90 and many finding retirement savings a challenge, work, at least part-time, could become a retirement expectation for many.
Segal Group Releases Compliance Calendars
The calendars summarize the annual compliance requirements and disclosure obligations that retirement and health plan sponsors need to know.
fiduciary fitness
Cybersecurity and Benefit Plans
It is undetermined whether participants’ private data is protected
investment-oriented
The Value of Fixed Income
The strategy is a good hedge against equity underperformance
micro scope
Professional Groups
Owners’ concerns are saving enough for retirement and reducing their tax liabilities
PANC
2017 PLANADVISER National Conference
Above and Beyond: How Leaders Are Confronting Fiduciary Change and New Market Realities
Employees Support Plan Design Features That Nudge Retirement Savings
An American Century study also found that when offered the option of receiving either a 100% match on 3% of their retirement plan contributions or a 3% higher...
MetLife Study Finds Money Market Funds Losing Favor in DC Plans
The study also reveals a disconnect between the capital preservation recommendations advisers say they are providing and the actions plan sponsors are taking.
trendspotting
401(k) Allocations Have Changed
TDFs now comprise 25% of 401(k) assets, largely due to auto-enrollment
trendspotting
Trendspotting Charts
A look at employees' latest concerns, and what these mean to advisers.