Search results for: its true
PRT Insights Can be Significant Value-Add
While it’s true that advisers are often hired to assist with defined contribution (DC) retirement plans, knowledge of defined benefit (DB) issues can still be a big value-add.
Five Reasons to Consider Teaming with Local TPAs
Successful financial advisers who work primarily with employer-sponsored retirement plans, also known as specialist advisers, guide plan sponsors through the sometimes-complicated landscape of managing their company retirement plan.
SEC Adopts Money Market Fund Reform Rules
New Securities and Exchange Commission (SEC) rule amendments establish structural and operational reforms aimed at addressing “run risks” in money market funds.
Industry Responses Vary on TDF Disclosure Proposals
About 30 investment firms and other parties responded to the Securities and Exchange Commission’s latest call for comments about a still-pending 2010 proposal to strengthen target-date fund disclosures.
Same-Gender Partnerships Now Marriages in Washington State
In Washington State, same-sex domestic partnerships were automatically converted to marriages as of June 30.
A New Proposal for Monitoring TDFs
Whether a target-date fund (TDF) series is considered “to” or “through” retirement is not the appropriate basis for determining its peers for comparison, contends Cammack Retirement Group.
NAPFA Puts Kibosh on Commission Business
No more exceptions: Advisers who are members of the National Association of Personal Financial Advisors (NAPFA) cannot accept compensation in any form from any source other than their...
How PBGC Premium Increases Would Impact DB System
A new report finds that Pension Benefit Guaranty Corporation (PBGC) premium increases would negatively impact the defined benefit (DB) pension system.
intro
Joining Forces
Retirement plan advisers often say there is a fine line to walk when encouraging plan sponsor clients to take steps that will significantly improve plan outcomes.
PSNC 2014: The RFP from Start to Finish
Choosing a provider for a plan starts with the request for proposal (RFP), and experts discussed best practices for the process at the PLANSPONSOR National Conference Tuesday.
One Topic Is Crucial for Retention, Nationwide Says
Not talking about Social Security could come with a steep cost, says Nationwide in a survey that polled retirees and their experiences with the timing of benefits.
PSNC 2014: Setting a Goal
On the first day of the PLANSPONSOR National Conference (PSNC) in Chicago, current and former PLANSPONSOR of the Year winners and finalists shared how they define success for...
Mercer Addresses Misconceptions About DB Lump-Sum Windows
While offering lump-sum distribution windows to terminated, vested participants could reduce the liabilities of a defined benefit (DB) plan, some plan sponsors are still hesitant to use this...
Hispanic Chamber Finds Negative Impact of Fiduciary Redefinition
The expansion of the fiduciary definition proposed by the Department of Labor (DOL) could potentially impede the ability of small businesses to offer employees retirement plans, says a...
SunGard Talks Drawdown Strategies
How to make sure assets last throughout retirement is a key question for advisers, and often very difficult to answer.
7 Steps for Social Media Engagement
The world of social media is constantly evolving, and to successfully market yourself to plan sponsors using social media, you must evolve with it.
Adviser Gold in Small-Plan Market, Guardian Says
The small-plan market holds tremendous opportunity for advisers, says Douglas Dubitsky of Guardian Life Insurance Retirement Solutions.
Envestnet Revamps Impact Investing Tool
Envestnet, Inc. has enhanced the capabilities of its Impact Investing Solutions platform, through which retirement plan clients can develop socially responsible investing (SRI) programs.