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Inside America’s Savings Plans
Americans are faced with many competing financial priorities, and must consider the ramifications of living longer, escalating healthcare costs, and the costs of higher education. So how do...
Retirement Industry People Moves
Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more.
Fidelity Launches Online Adviser Training Program with a Human Touch
The program will combine an online training portal with other features, including one-on-one coaching and peer learning opportunities.
Good Luck Beating Technology Providers at Their Own Game
Enterprise-level adviser technology providers are just fine with winning new business behind the scenes; two industry executives explain why “traditional advisory firms” should embrace them.
Retirement Industry People Moves
Nationwide to Acquire Jefferson National in 2017; Integrated Retirement Hires Former ERISA Lawyer; Hatteras Funds Adds Managing Director of Business Strategy; and more.
Securian Adds SmartDollar to Retirement Plan Education Platform
The SmartDollar solution was created by author and national radio show host Dave Ramsey and is aimed at boosting financial wellness both inside and outside the employer-sponsored retirement...
Investment Products and Service Launches
Conning Launches New Suite of Risk Management Software; Advisor Partners Releases Global High Quality Dividend Yield Strategy; Jackson Square Partners Offering Mutual Funds; and more.
Does Brokerage Window Require Company Stock Offering Registration?
The SEC recently weighed in on whether offering a brokerage window in a 401(k) through which investments in employer securities can be made involves an offer of employer...
Northrop Grumman ERISA Suit Sounds Familiar Claims
Participants in a Northrop Grumman retirement plan are just the latest to file a lawsuit alleging their employer willingly paid excessive provider fees—seeking to certify a class of...
Retirement Industry People Moves
Segal Rogerscasey to Acquire Marco Consulting Group; VALIC Expands Leadership Team; Pavilion to Attain Slocum; and more.
Investment Products and Service Launches
Ascensus Enhances Managed Accounts Services with Morningstar; Goldman Sachs Launches New ETF; Pacific Life Releases New Index; and more.
Retirement Industry People Moves
New CEO Joins Voya; Capital One Investments Welcomes Six New Financial Advisers; The Retirement Advantage Adds New Regional Sales Consultant; and more.
Use of Float Income Questioned in New Fidelity Lawsuit
Employees of HP Inc. and United Airlines filed suit over treatment of returns and interest on “float income” generated by cash in transit.
Retirement Industry People Moves
Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.
cover story
Momentum
The Pension Protection Act propelled plans forward, but experts call for still more improvements
Retirement Industry People Moves
Lockton Hires New Chief Compliance Officer; New Sales Head Joins The Retirement Advantage; T. Rowe Price Retirement Hires New Sales Executive, and more.
micro scope
Servicing Micro Plans
While advisers’ skills are much needed, can the business be profitable?