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Participants Need Education Before Setting a Retirement Draw Down Strategy
Education about how much income is needed, what expenses to expect and how to create an income stream are important, retirement industry experts say.
New Plaintiff Adds Claims to University of Chicago 403(b) Suit
While a federal district judge had dismissed some claims last fall, the introduction of a new plaintiff in the case adds them back.
With SEC Move Pending, New York Joins Other States Making Fiduciary Reforms
Regulatory developments in Nevada and New York show inaction at the federal level on clarifying advisers’ and brokers’ fiduciary duties is leading to a patchwork of state-by-state approaches...
Resolutions for E&F Investment Committees to Consider in 2018
Mercer introduces their top 10 key tips for endowment and foundation (E&F) committees to understand and implement throughout the year.
J.P. Morgan Offers Sober Outlook Despite Market Highs
While the equity markets have posted very strong returns in each of the last two years, investing leaders with J.P. Morgan Asset Management warn the long-term outlook remains...
Awaiting Third Circuit Action, District Court Returns Split Decision in Princeton ERISA Lawsuit
A federal district court judge has dismissed the university’s motion for reconsideration of its previous motion to dismiss, while simultaneously granting a motion to stay the litigation process...
Reporting Emerges that Many DOL Fiduciary Rule Comments Could Be Fake
The Wall Street Journal published an analysis this week suggesting “at least five governmental agencies have received fake comments challenging the agencies' rules,” including the Department of Labor;...
Some TDFs Allow Managers to Tactically Allocate Assets
But they do so cautiously, setting limits on the amount of the assets that can be adjusted, and some doing so only once a year.
Planning for Medicare Premiums and Drug Costs Is a Difficult Fact of Life
A new EBRI analysis suggests some couples retiring in the near future could need as much as $370,000 in dedicated savings just for medical care; small wonder to...
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...
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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
trendspotting
Singles Behind in Retirement Savings
Forty-four percent of single people are saving for retirement, compared to 63% of married people
trendspotting
Are Sponsors Satisfied? Yes … And No
Most are pleased with their adviser, yet many are shopping around
Sponsored by Fidelity
Movers & Shakers: Ruthann Pritchard
Institutional Portfolio Manager, Fidelity Investments
Sponsored by Fidelity
Sponsored by AXA
Capitalizing on growing and evolving small to mid-market 401(k) plans
Large market retirement savings plans may seem like an obvious target for investment advisors. However, there is great opportunity in small and mid-market defined contribution (DC) plans, where...
Sponsored by AXA
Top Adviser Teams Practice True Collaboration
More than 60% of advisers say they work within a team structure, yet only one-third of teams regularly collaborate in their daily decisions and processes.