Search results for: the blank effect

Following a sit-down with one SEC commissioner, CEFEX leadership predicts the regulator will propose new requirements for third-party advisory practice reviews before the close of 2016. 

A federal court has found that RJR proved a prudent fiduciary would have removed Nabisco stock from its 401(k) plan.

Researchers conclude the number of workers who experience substantial wealth shocks is relatively small, so the magnitude of the aggregate retirement response is likely modest.

The new "Grow Your Savings" calculator shows the effect of increasing contributions to retirement plans and compound interest on savings.

More than two-thirds have consulted an adviser to build a financial strategy.

Top advisers understand the importance of “the experience revolution” that has reshaped the way people shop for all types of goods and services—even defined contribution retirement plans. 

Living firsthand through some seriously tough times for defined benefit plans, many pension plan sponsors are turning to advisers and consultants for help.

A new report from the Center for Retirement Research at Boston College finds employee engagement and workplace happiness have a serious—and sometimes counter-intuitive—influence over retirement planning.

Financial advisers give themselves a B- in short- and long-term business planning.

Manning & Napier adviser services executive suggests the regulatory environment confronting retirement plan advisers and their clients is about as complex as it’s ever been. 

Retirement savings levels needed for those with cancer, cardiovascular disease, Type 2 diabetes and other health issues vary considerably from the general population—and from patient to patient.

A survey of more than 250 higher education plan sponsors shows that institutions with advisers have more effective retirement benefit programs.

While initiatives to expand retirement access get support, the DOL’s conflict of interest rule and the encouragement of state-run retirement plans do not.

More than eight in 10 advisers polled by Eaton Vance report fear is the primary motivator for clients.                 

A new managed account approach from Stadion Money Management reflects some key changes in industry thinking adopted since the Pension Protection Act popularized aggressive use of the QDIA....

With the IRS planning to end its determination letter program, retirement plan sponsors will need guidance about what to do.

The adviser-as-portfolio manager approach to client service can be a real differentiator, but it can also hamper a firm with significant liability and serious amounts of legwork. 

The Republican-dominated House of Representative’s ongoing effort to halt the Department of Labor’s fiduciary rulemaking is starting to look a lot like its previous attempts to gut the...

Is it realistic to expect that older individuals will be able to work longer?