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Millennials Have False Sense of Retirement Security
Millennials feel hopeful about retirement, despite the fact that many of them haven't saved at all or don't know their net worth.
Retirement Plan Providers Come Together for Fiduciary Rule Response
A new partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants is aimed at helping advisers streamline fiduciary, recordkeeping and compliance services through one scalable platform.
iraLogix Offers Software Response to Fiduciary Regulations
iraLogix says it is pushing forward on a web-based IRA recordkeeping services platform to extend affordable IRA options to all retirement investors, regardless of account size.
Behavioral Finance Analysis Highlights Savings Commitment Issues
Americans may be increasingly eager to save according to some measures, but that doesn’t mean they’re excited about earmarking dollars for retirement, or that people are widely committed...
IRS Withdraws Proposed Nondiscrimination Rules
Proposed rules providing nondiscrimination testing relief for certain DB plans is not affected.
Fiduciary Rule Shows Washington Compromise Can Still Happen
More than a few industry insiders and analysts have tipped their hats to DOL and Labor Secretary Perez for listening carefully to criticism and reshaping some of the...
Paychex Solution Aids Fiduciary Rule Compliance
Advisers who are worried about getting their practices in line with the fiduciary rule can leverage a newly unveiled solution from Paychex.
Early Fiduciary Rule Interpretation from ERISA Experts
ERISA experts warn that it will take some time to judge the final fiduciary rule published by the DOL, given the serious length and complexity of the rulemaking...
LIMRA LOMA Offers Fiduciary Rule Resources
Planned events will facilitate collaboration across the retirement market to find industry-wide solutions.
Do Longer Lifespans Mean Less Progressive Social Security?
The Government Accountability Office was asked by Congress to examine how disparities in life expectancy and income between different segments of the working population impact the retirement income...
Housing Expenses Not a Major Concern in Retirement
More than half of respondents to a survey said they plan to spend about the same on housing in retirement as they do now.
Meet the 2016 PLANSPONSOR Retirement Plan Advisers of the Year
We’ll have more information on the 2016 PLANSPONSOR Retirement Plan Advisers of the Year in the upcoming print edition and online soon, but for now you can get...
Strong Push for Self-Directed Investing
There is a strengthening push for more self-directed investing, especially among male investors labeling themselves as “anxious.”
BP Deepwater Stock Drop Suit Gets DOL and SEC Consideration
The complicated litigation Whitley v. BP PLC is just the latest stock drop case to be impacted by the big-ticket Supreme Court decision in Dudenhoeffer v. Fifth Third...
Financial Elder Abuse on Advisers’ Radar
Protecting aging clients is advisers’ foremost ethical concern.
'Viability' Pushes the Needle on Retirement Readiness Conversations
The concept of measuring retirement readiness of participants hasn’t caught on more because employers haven’t been shown the effect on their company of participants not being able to...
ICI Questions Analysis Behind California Secure Choice Plan
Supporters say the California Secure Choice Retirement Savings Program will provide a voluntary, low-risk, auto-enrollment retirement savings plan for many uncovered workers in the state.
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.”
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.