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Small Minority of Sponsors Very Confident in Workers’ Retirement Security
In addition, a mere 18% of workers are very confident they will be able to retire with a comfortable lifestyle.
IRS Approves a Plan’s Design for Student Loan Repayment Benefits
IRS Private Letter Rulings are directed only to the taxpayer requesting it; however, they can give retirement plan practitioners an idea of what the IRS thinks about plan...
Sponsored by PIMCO
Two Key Themes for DC Plans
For defined contribution (DC) plan participants, wealth accumulation has depended on both equities and fixed income. Yet fixed income will be ever more important in 2018 and beyond,...
Sponsored by PIMCO
Court Finds in Favor of NYU in 403(b) Plans Lawsuit
A federal district court judge found that “while there were deficiencies in the Committee’s processes—including that several members displayed a concerning lack of knowledge relevant to the Committee’s...
Guiding DB Clients to Preserve DB Funded Status Improvements
Northern Trust Asset Management offers four considerations for setting DB plan investment strategy.
SEI Sees Advisory Fees at a Crossroads, Offers Value Roadmap
While clients may not be asking about fees or complaining directly, their changing behaviors are making advisers work harder and add more services, leading to a decrease in...
Second Decision in Wells Fargo Stock Drop Case Parses ‘Loyalty’ and ‘Prudence’
Given a second chance to argue their case, participants in a Wells Fargo retirement plan have again failed to meet the steep pleading standards set out by the...
Peering Through the Regulatory Kaleidoscope
Spend any significant amount of time in the retirement planning industry and, whatever the role, one will inevitably hear about the negative impact of “regulatory uncertainty.” Has it...
DISRUPTION: Talking Adviser Recruiting with LPL Leadership
As retirement specialist advisers shift away from commissioned service and towards relationship-based wealth management and plan design consulting, providers of brokerage and investment management services are making their...
ESG Fund Performance Goes Under Cerulli’s Microscope
As an investment professional or a client, there are a lot of reasons to feel positive about the topic of environmental and socially minded investing, but new Cerulli...
Retirees More Worried About Health Than Money
Ninety-one percent believe their savings will last throughout their lifetime, MassMutual found in a survey.
Lawsuit Argues Health Provider Plan Lost Its Church Plan Status
According to the compliant, the defined benefit (DB) plan was required to adhere to Employee Retirement Income Security Act (ERISA) funding rules.
Getting Serious About TDF Sequence of Returns Risk
The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with...
PSNC 2018: Investment Lineup Design and Construction Can Safeguard Retirement Savings
Panelists discussed numerous investment options that can push additional retirement savings.
An Uncommon Argument Against Greater Savings
In a frank conversation with PLANADVISER, Andrew Biggs points to some common misconceptions about retirement income replacement among lower income groups.
Americans Turning to Humans More So Than Technology for Financial Advice
When it comes to making financial decisions, 81% of Americans are most likely to turn to a financial adviser over their closest confidants, including wealthiest friends (70%), older...
Will Your Plan Sponsor Clients Attend PLANSPONSOR National Conference 2018?
While the conference is quickly approaching, there is still time to sign up. All the information you need is here.
Plaintiff Loses Second Attempt at Stock Drop Suit Against Edison
A federal judge is allowing the plaintiff one last chance to make more context-specific arguments in her case.