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Analysis Suggests Retirees Should Use a 'Hybrid' Income Strategy
A hybrid income strategy, combining a variable immediate annuity with discretionary supplemental withdrawals from a separate liquid asset account provides the best income at the least risk for...
Emerging Blockchain Technologies Could Reshape Asset Data Security
New research from State Street Corporation finds a majority of asset managers believe they’ll be using “blockchain” data security technologies within five years. So, what’s blockchain?
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
Clients Want and Need Deeper ESG Insights
Enthusiasm about environmentally responsible investing has bloomed in the wake of recent DOL rulemaking, but a new TIAA survey shows a knowledge gap persists.
DOL Agrees Foot Locker Should Reform Cash Balance Plan
The agency filed a brief in a federal appellate court case about whether Foot Locker misled employees upon conversion from a traditional pension to a cash balance plan.
Lessons for Long-Term Investors from Active Stock Pickers
Many DC retirement plan participants have saved large sums without ever actually picking a stock, but that doesn’t mean their advisers can afford to lose touch with the...
Investment Product and Service Launches
Russell Investments forms new global client strategy and research team; Wilshire Consulting launches the Wilshire ClimateLens; Hartford Funds reveals plans to acquire Lattice Strategies.
Helping 403(b) Clients with Best Practices
Advisers can help 403(b) retirement plan sponsors with plan design and fiduciary best practices, according to Brad Holterhaus with Principal.
Fifth Third Standard Applies to Closely Held Company Stock Suits
A district court judge said her reading of the U.S. Supreme Court's decision in Fifth Thirdv. Dudenhoeffer does not preclude application of the "alternative action" standard to closely...
Editor’s Letter
Qualitative and Quantitative
Judging the awards for the PLANADVISER and PLANSPONSOR Awards for Excellence, just like running or advising retirement plans, is an art not a science
Sec. Perez and Department of Labor Unveil Final Fiduciary Rule
Labor Secretary Thomas Perez stressed to reporters that changes made to the proposed version of the regulations will make the final fiduciary standard broader and stronger, “but absolutely...
Court Approves Settlement in Fifth Third Stock Drop Suit
The case reached the Supreme Court, and set new standards of pleading for lawsuits against retirement plans that hold on to company stock.
Explaining Managed Futures to an ERISA Audience
“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”
Fidelity Finds Outperformance Among Active Funds
By using two simple, objective filters, Fidelity found the average actively managed U.S. large-cap equity fund outperformed its benchmark in 2015, after fees, by 0.70% (or 70 basis...
Another Review Doesn't Change Lehman Stock Drop Suit Result
The case was sent back through the courts following the U.S. Supreme Court's decision in Fifth Third v. Dudenhoeffer.
Financial Wellness Needs Diverse Among Employee Groups
Financial wellness needs can be age-based, income-based, or based a number of other factors, so any financial wellness solution needs to address the broad spectrum of needs, says...
DOL Fiduciary Rule Will Force Product Innovation
Cerulli anticipates a continuing move to robo-advisers and changes in insurance company product fees.
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A Growing Risk Transfer Market Holds Adviser Opportunity
A Growing Risk Transfer Market Holds Adviser Opportunity