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A TDF Glide Path Checklist
Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.
The Year in Regulation and Guidance
Several regulations and pieces of guidance issued in 2014 will have a lasting impact on retirement plans.
Survey Finds Little Consumer Awareness of ‘Robo’ Trend
An analysis from Hartford Funds finds U.S. investors are largely unaware of emerging digital financial advice models, and even practicing advisers don’t have much knowledge on the subject.
Solicitor General Argues for Reversal of Tibble Decision
A brief submitted by the U.S. Solicitor General to the United States Supreme Court argues in favor of plaintiffs in Tibble v. Edison International—a case that could have...
Russell Sale an Opportunity to Review Investment Benchmarks
A recent deal between Northwestern Mutual and the London Stock Exchange Group brings more than $9 trillion in benchmarked assets under one roof.
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2014 PLANADVISER National Conference
Optimizing plan and practice outcomes—best practices for retirement plan advisers
With No Presumption of Prudence, RadioShack Faces New Lawsuit
A lawsuit has been filed that some say is the first to cite the Supreme Court case about whether retirement plan fiduciaries have a presumption of prudence for...
Plenty of Regulatory Action Ahead for Retirement Industry
Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential regulatory and legislative actions related to employer-sponsored retirement...
Provider Mobile Capabilities Slowly Improve
Mobile-optimized sites with transaction capabilities are slowly but surely entering the retirement planning picture, according to Corporate Insight research.
Prudential Touts Benefits of Guaranteed Income in QDIA
The availability of in-plan lifetime income improves participant satisfaction, confidence and outcomes due to better long-term investing behaviors, according to a white paper from Prudential.
Senate Committee Changes Could Impact Retirement Industry
Midterm election results are often interpreted to mean different and contradictory things—but there appears to be some consensus in the retirement industry about the new political landscape in...
Risk Tolerance Profiles Miss Key Questions
Measuring risk tolerance is critical, say experts in the field of risk tolerance and decisionmaking, but few retirement plan sponsors and advisers in the U.S. do it correctly.
The Secrets of Firms with Over $1B in AUM
A white paper details how successful retirement advisers can take steps to push their practice to the next level—over $1 billion in assets under management.
Retirement Plans Need to Be Considered in M&As
All too often, a firm conducting a merger or acquisition (M&A) fails to weigh the options for each organization’s retirement plan.
Pershing Expands FundVest Platform
Pershing LLC, a BNY Mellon company, added new advisory and institutional share classes from nine fund families to its FundVest mutual fund platform.
A Good Score for Retirement and Health Savings
Saving for retirement and health care expenses was a priority for employees of all ages during the first half of 2014, a new report shows.
DB to DC Shift Has Not Reduced Retirement Income
Some people contend that retirees fared better when most employer-sponsored retirement plans were defined benefit (DB) pensions, but a study suggests that is not true.
Did Edison's IPS Fall Down on the Job?
As lawsuits over share classes move forward, can the investment policy statement (IPS) help the plan sponsor avoid litigation?
PANC 2014: Firm Marketing and PR
The formula behind successful firm marketing and public relations in the retirement planning industry includes a combination of authenticity, clarity and consistency.
Finding Growth in Market Vibrations
Retirement savers are often presented with a simple message on portfolio allocations: rebalance regularly. But one investment provider wants you to think deeply about rebalancing.