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Some Advisers Aren’t Fretting the Fiduciary Fight
Significant retirement industry attention is fixed on the potential negative implications of a stronger fiduciary standard, but some advisers are actually looking forward to the new rulemaking.
Diverse TDFs Brought Diverse Returns in 2014
True or false: a given asset manager’s 2050 target-date fund will outperform its 2045 counterpart during a year of strong market growth and manageable volatility.
Most Americans Unaware of IRS Deferral Limits
A recent survey from Fifth Third Bank finds a vast majority of Americans cannot identify the Internal Revenue Service’s limits placed on annual tax-advantaged retirement plan deferrals.
Near Retirees Can Expect $400K in Health Care Costs
A new report suggests health care costs will consume a rising percentage of Social Security benefits for future retirees.
Examining Risk Management in TDFs
A new research paper from J.P. Morgan Asset Management seeks to educate plan sponsors and advisers about the dynamic interplay of risks involved in target-date fund (TDF) investing.
Boosting Plan Participation Without Auto-Enrollment
Automatic enrollment is touted as a must-use feature for defined contribution retirement plan sponsors to increase plan participation, but many plan sponsors cannot use this feature.
Company Stock Considerations Depend on Employer Goal
Implications of two litigation outcomes in June 2014 depend on the type of employee stock ownership plan an employer offers.
Plan Sponsors Act Defensively in Making Investment Decisions
Institutional investors are not acting fully on their own expectations when making their asset-allocation decisions, research suggests.
Pushback and Applause for Obama’s Fiduciary Comments
President Barack Obama said he expects opposition from special interest groups to the pending fiduciary rule, even though specifics of the rulemaking have not yet been disclosed.
More Solutions, Stability Ahead for John Hancock Clients
The acquisition of New York Life Retirement Plan Services widens John Hancock’s breadth of solutions for retirement plans.
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Plugging Plan Leaks
Many 401(k)s contain a feature advisers don’t want participants to use
United States Clings to Top-20 Retirement Ranking
A hardy banking industry, strong health care services and solid economic performance have kept Switzerland’s retirement system at the top of Natixis’ 2015 Global Retirement Index.
Two Sides Start Duking It Out on Fiduciary Rule
A draft version of a White House memo and a new website are causing some sparks in the adviser community.
EQIS Expands 401(k) Business
Asset management and financial technology company EQIS appointed Tom Cote to head its capital 401(k) managed account program.
A New Landscape of TDFs in Retirement Plans
About one in 10 plan sponsors replaced their target-date fund/balanced fund manager in 2014.
DOL Investigating RadioShack 401(k) Plan
An SEC filing reveals that RadioShack is facing several lawsuits over the company stock investment offering...
Supreme Court Sets Date for Tibble Arguments
The United States Supreme Court will hear arguments in the closely watched 401(k) fee litigation case Tibble v. Edison near the end of February.
ETF Offerings Can Boost Adviser Value Proposition
An increasingly competitive retirement plan services market is pushing advisers into new territory and could lead to greater adoption of exchange-traded funds in defined contribution plans.