Search results for: its true
Does Inheritance Taper Retirement Uncertainty?
The Center for Retirement Research at Boston College asks what part an inheritance plays in reducing retirement uncertainty.
Court Questions Ability to Recover Pension Overpayments
Questions about whether funds can be identified in the participant’s possession and when the statute of limitations started to accrue have pushed forward an ERISA lawsuit.
Can K-12 403(b)s Find a Balance?
There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some say they should strike a balance between old...
Retirement Industry People Moves
New hires and promotions at Nationwide, Mercer Investments, John Hancock Retirement Plan Services, LPL Financial and more.
Experts Advise Investors to Accept Short-Term Volatility
They point out that volatility is the price investors pay for potential returns.
Cambridge Adds to Adviser Resources
The Cambridge Retirement Center has been streamlined for easy use by advisers.
Lawmakers Press Perez to Redraft DOL Fiduciary Proposal
A group of mostly Republican Congressional representatives are urging Secretary of Labor Thomas Perez to scrap the current fiduciary rule proposal.
SEC Faces Its Own Debate on Fiduciary Advice Standards
Transcripts from a tough SEC hearing called earlier this month show it's not just the Department of Labor considering changes to the application of the fiduciary standard.
The Need for a Better K-12 403(b) Plan Design
Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12 403(b) plan sponsors from consolidating vendors and improving...
Voya Asks DOL to Ease Up on Fiduciary Rule
The financial firm says the proposal has “unduly complicated” provisions.
Indemnification Clauses and Provider Contracts
These clauses can cover costs when being sued—but they don’t eliminate fiduciary responsibilities.
FSI Tool Connects Advisers to Congress
The Financial Services Institute wants to help advisers contact the legislators most likely to respond to their appeals.
Nuances of 403(b) Plan Investment Menus
The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an even more intricate tale.
Lightening the Burden of Success
Deep thinking about work flows and client segmentation is needed to surpass the $100 million mark in assets under advisement.
Non-ERISA 403(b)s Off the Radar
Non-ERISA 403(b)s are not under regulatory scrutiny. Is that a good thing or bad thing?
Report Compares Robo-Adviser Brands
Hearts & Wallets report highlights salient features and user opinions of emerging “robo-adviser” brands.
MassMutual Finds Hispanic Workers Need Social Security Info
Hispanic workers polled by MassMutual revealed a concerning lack of knowledge about Social Security.
Behavioral Finance Q&A with Shachar Kariv – Part 2
In the second half of a conversation with PLANADVISER, U.C. Berkeley Economics Department Chair Shachar Kariv discusses the importance of defining and driving “financial rationality” among workplace savers.