Search results for: acts 19
Advisers Giving Back: The Moneta Charitable Foundation
A 150 mile bike ride for charity? No problem for the MCF.
Optimism About Practice Growth as Pandemic Drags On
There is still a robust amount of activity when it comes to advisers winning existing plans, but there has been a drop-off of new plan sales, sources say.
Investing Leaders Look Ahead to a Biden Presidency
With the Democratic nominee leading polls over the past several months, investors have had ample time to consider the potential impacts of a Biden administration, sources say.
Sponsored by John Hancock
Add Financial Stress to the Symptoms—and the Cost—of the Covid-19 Pandemic
Financial stress has increased among American workers as the pandemic has continued, adding to the costs borne by employers. Plan sponsors, financial professionals, and recordkeepers can work together...
Sponsored by John Hancock
Financial Planning With Gen Z Gig Workers
As more Gen Zers enter the gig workforce, financial advisers are tailoring their services to fit the needs of these workers.
Industry Experts Discuss Benefit Trends for 2021
Financial advisers and professionals explain what they are hearing from clients and what they anticipate for the upcoming year.
The Pandemic and Equity Compensation
COVID-19 has completely upended Americans’ financial lives, so it should be no surprise that many people have resorted to exercising stock options and other forms of equity compensation...
Fear of Retirement Spending Worsened by Pandemic
Retired households with less than $200,000 accumulated in a DC plan at retirement tend to spend down only about a quarter of their assets during the first two...
Compliance Consult
Whether—and How—to Vote Proxies
DOL proposal could complicate this plan-fiduciary job.
Practice Management
Cures for Virtual Meeting Fatigue
… plus a prescription for improving your presenter skills.
Investment Product and Service Launches
Pentegra and IQCIO announce new ETF model portfolios; Invesco QQQ suite reveals additional offerings; Vanguard adds Sprucegrove to oversee value fund; and more.
How COVID-19 Volatility and Near-Zero Rates Benefit Annuities
In the current market environment, safe assets simply do not pay what they once did, but that doesn’t mean annuities have become less attractive. In fact, on a...
Home Depot ERISA Lawsuit Clears Dismissal Motions
While a court has ruled the plan’s advisers should be carved out of the litigation, the counts against Home Depot fiduciaries will proceed.
PANC 2020: Taking an Economic View of ERISA Litigation
An economic consultant discusses what plan fiduciaries should consider during this uncertain period and future litigation to look out for.
PANC 2020: Prospecting and Closing New Business in a Socially Distant Normal
Experts discuss best strategies for retaining and attracting new clients in a virtual world.
Women’s Retirement Confidence Has Ebbed Since Start of Pandemic
A mere 17% of women say they are very confident they will be able to retire comfortably, according to the Transamerica Center for Retirement Studies.
PANC 2020: Is It Time to Re-evaluate TDFs?
There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented...
Fund Argues Court Decision Shields PE Firms From Multiemployer Plan Withdrawal Liability
The New England Teamsters and Trucking Industry Pension Fund, in its long-running legal attempt to collect withdrawal liability, has filed a petition with the U.S. Supreme Court.
More Employees are Taking Coronavirus-Related Distributions
The move comes even as an American Consumer Credit Counseling (ACCC) report finds more workers are increasingly confident in their employment stability.
Stakeholders Want More Substantive PEP Guidance from DOL
Though they applaud the direction the Department of Labor is taking, expert ERISA attorneys say a new proposed rule does not sufficiently explain how pooled employer plans can...