Search results for: baby you can give it to me
Financial Challenges Prevent Saving for Retirement
A new Goldman Sachs Asset Management retirement report finds myriad competing financial priorities are impeding participants from saving sufficiently for retirement.
Advice Demand Buoys Optimism About Managed Account Growth
Survey data from Edelman Financial Engines suggest that, among those who spoke with a financial professional during a significant life event, virtually all of them found the interaction...
More TDF Underperformance ERISA Lawsuits Filed
The new cases closely resemble a host of others filed in recent months that suggest fiduciary defendants selected underperforming target-date funds.
A Social Security Solvency Q&A
Joe Elsasser, Covisum’s founder and president, gives his view of the 2022 Social Security Board of Trustees solvency report.
Fidelity’s Bitcoin 401(k) Offering Prompted a Plan Sponsor to Examine Plan Exposures
The plan sponsor immediately checked with its plan adviser to know if there was any potential cryptocurrency exposure.
Misperceptions About TDFs Giving Participants a False Sense of Security
Many think the funds are guaranteed, a study finds, so more education is needed.
Cover Story
The Virtual Reality
Most plans offer digital access, yet participant engagement lags—what can advisers do?
Improving Outcomes | Total Retirement
A Share of the Wealth
Each employee gains with an ESOP or a KSOP—how to transform a client’s plan.
Useful Advice as Rates Rise and Markets Move
With markets off to a choppy start in 2022 and rate hikes on the horizon, inflation is top of mind for many investors, as demonstrated by a D.A....
Dissecting a ‘Historically Tight’ Labor Market
New capital markets research from Wilmington Trust assesses a trend seen in the global economy, where the number of job openings far outpaces the number of available workers,...
Managing Provider Relationships | Q&A
Kathleen Kelly
On Marsh McLennan acquiring Compass Financial Partners.
Antitrust Issues Scuttled Aon-WTW Combo. What Comes Next?
Regulators cited the elimination of competition in filing a civil lawsuit to halt the union of Aon and Willis Towers Watson. As significant consolidation occurs across the financial...
Investments | Participants
Wealth Transfers on the Horizon
Emerging affluent investors may reshape some advisory shops.
Women Face $1.1M Lifetime Salary Shortfall
Retirement plan advisers can help women overcome this hurdle by being aware of the issue and counseling them on benefits and other career issues appropriately.
Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’
Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine what they want to do when they stop...
Gen X Participants Are Even More ‘Sandwiched’ After COVID-19
However, there are several helpful actions and concepts that advisers can bring to the table.
Advisers Need to Get Smarter About Life Expectancy
It can be a fraught and distressing topic of conversation, but an honest assessment of a client’s life expectancy is foundational to building an effective financial plan.
Refining the Language of Retirement
Though the use of confusing jargon remains prevalent, new Invesco survey data suggests the financial services industry has made progress in improving understanding of the defined contribution plan...
Gen X Facing the Stark Reality of Retirement
More than any other generation, its members are receptive to in-plan guarantees.