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Investment Products and Services Launches
Charles Schwab Adds More Commission-Free ETFs; John Hancock Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for Socially Responsible Investing; and more.
DOL Files Fiduciary Lawsuit Brief Defending Advisory Market Authority
The DOL argues it must not lose its broad authority to regulate the workplace retirement planning market—notwithstanding the fact that it may very well decline to aggressively enforce...
Targeted Communication Driving Deferral Rates
Ascensus found that employees who decided to enroll in their employers’ retirement programs after receiving targeted communication deferred on average 6.24% of pay.
Framing the Financial Wellness Conversation for Reluctant Clients
One of the biggest drivers of a financial wellness program’s success is plan sponsor enthusiasm, experts agree.
Smart Beta Could be the Next Step in TDF Innovation
In a world of heightened fee pressure and low long-term returns, asset managers are redesigning widely used TDFs and some are turning to strategic beta.
PSNC 2017: Working With Departed and Retired Participants
Panelists discussed ways participants can make smart withdrawal decisions, one being with advice from recordkeepers.
Fiduciary Reforms Will Impact Expanding HSA Market
The DOL fiduciary rule expansion establishes ERISA fair dealing requirements in the sale and service of health savings accounts; employers have a lot of questions about what this...
Gender-Based Pay Gap Has Big Advice Implications
Prudential data shows fully 25% of women indicate that they don’t think they’ll ever be able to retire, compared to 14% of men.
Education Costs Put the Squeeze on Retirement Savings
Advisers say that parents should still consider their own needs, even when putting a child through college is a priority.
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Student Loans Stump Boomers
Thirteen percent of pre-retirees are paying back such loans
PSNC 2017: How to Repair Common Plan Errors
What programs are available to help when a plan error gets committed?
PSNC 2017: Advanced Plan Design
Kicking off the 2017 PLANSPONSOR National Conference, the panel discussed key plan design features that can boost participant engagement.
Fiduciary Benchmarks Launches IRA Best Interest Determination Service
Fiduciary Benchmarks is planning to launch a series of services in response to the DOL’s conflict of interest rule.
Retirement Industry People Moves
Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more.
Top-Performing Advisers Look Past Averages
Stress testing the impact of individual behavior and circumstance, along with market returns, can be especially useful.
Military-Member Employees Sue FedEx Over Pension Contributions
The lawsuit claims FedEx did not properly calculate pension benefits and contributions as required by the Uniformed Services Employment and Reemployment Rights Act (USERRA).
401(k)s and Home Equity Make Up Most Retirement Savings
Outside of Social Security benefits, Americans are looking to 401(k)s and IRAs to fund most of their retirement.
Participants Can Move Forward With Excessive Fee Claims Against Emory
A federal judge agreed with the 403(b) plan participants on many points, but agreed with Emory University that offering a wide range of investment options does not hurt...
Retirement Industry People Moves
Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.