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Lower Income Workers Have Harder Time Staying in the Workforce
However, they also do not live as long those with a higher socioeconomic status.
Americans View Debt in Retirement as a Negative
However, debt held by those between the ages of 65 and 80 increased 40% between 2003 and 2015.
Inside Insight on Fiduciary Reform at Merrill Lynch and Beyond
Two executives focused on institutional retirement business at Merrill Lynch sit down for a fiduciary chat, offering inside views of one major advisory firm’s approach to navigating regulatory...
SEC and DOL Face Hurdles in Fiduciary Collaboration
When it comes to the possibility of a uniform advice standard for advisers and brokers coming from the SEC, one attorney argues “things are still very much in...
Retirement Industry People Moves
Regional Director for Qualified Retirement Plan Sales Joins Pentegra; ABG to Partner with Stadion for Managed Account Retirement Strategy; Provident to Move Into Ascensus’ Retirement Division
OMB Reviews Second Fiduciary Rule Enforcement Delay
The final version of a proposed rule that will extend by 18 months the transition period for the implementation of the DOL fiduciary rule is now being reviewed...
The Value of Transparency in Participant-Level 401(k) Data
The technology conversation is no longer simply about the amount of data available, but rather how it is used and, more specifically, how granular it is, as to...
Pensions Give Teachers an Incentive to Stay on the Job
Because of shared and predictable expenses, they also offer greater benefits than defined contribution plans, the National Institute on Retirement Security says.
The Need to Save More Tops List of Reasons for Limiting Spending
This is especially true for Millennials, Bankrate.com found.
Lawton Retirement Joins Firms Making Diversity Push
The firm is partnering with bilingual education expert Rebecca Heaton Juarez to deliver broader-based financial wellness and participant educational services in multiple languages.
Explaining True-Up Matches
DC plan sponsors may want to offer a true-up match to help participants reach their retirement savings goals.
PANC 2017: Measuring TDF Performance
Against the background of strong equity market performance in the last seven or eight years, passive target-date funds now account for 42% of the TDF market, compared with...
PANC 2017: Maximizing the Workplace Savings System
Retirement plan advisers are in a unique position to help working Americans build wealth and a sense of security and dignity when it comes to thinking about long-term...
2014 RPAY – Cammack Retirement Group
PA: How is your team/process/structure unique? Cammack Retirement Group: While the investment menu is a critical component of a retirement plan, we recognize that successful retirement plan management...
2015 RPAY – Jason Chepenik
PA: What is your mission statement?Jason Chepenik: Our true mission is to empower all people with the resources they need to live the life they dream, to always...
2016 RPAY – Graystone – Cleveland/Pittsburgh
PLANADVISER: Tell us about your practice and how you and your team members got into advising retirement plans? Graystone – Cleveland/Pittsburgh: We a comprehensive investment consulting team that...
Investment Products and Services Launches
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
2017 RPAY – Cammack Retirement Group
PLANADVISER: Tell us about your practice and how you and your team members got into advising retirement plans.Cammack Retirement Group: Charlie Cammack, our firm’s founder, began working in the...
2017 RPAY – Washington Financial Group
PLANADVISER: Tell us about your practice and how you and your team members got into advising retirement plans. Washington Financial Group: Since 1983, when our firm was founded,...